Legendary investor Jim Rogers on China

Posted by & filed under Market Analysis.

Description: The financier remains bullish on China saying despite a real estate bubble, there are ‘better thing to come’ for the country. Source:  CNNMoney.com – video report Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/21/n_taylor_jim_rogers_chat.cnnmoney/ Questions for discussion: Summarize the opinions expressed by Jim Rogers in this report? Do you agree with his views? Would you be an investor… Read more »

WIll the bull keep running?

Posted by & filed under Economic Analysis, Growth & Valuation.

Description: Historically, the third year for a president produces a good return for investors. Investment strategists Liz Ann Sonders and Sam Stovall say why 2011 will be no different. Source: CNNMoney.com – video report   Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/20/n_ss_panel_4_stocks.cnnmoney/ Questions for discussion:  Summarize the opinions expressed in this report. How do you expect the markets… Read more »

Cerberus’s Feinberg Said to Recoup 90% of 2007 Bet on Chrysler After Sale

Posted by & filed under Company Analysis, Governments & Regulators.

Description: Cerberus Capital Management LP’s bet on Chrysler survived bankruptcy and the 2008 financial crisis to recoup about 90 percent of the original investment, said two people with knowledge of the matter. Source: Bloomberg.com   Date: 12/22/2010 Link: http://www.bloomberg.com/news/2010-12-22/cerberus-is-said-to-recoup-90-of-chrysler-investment-after-loan-unit-sale.html Questions for discussion: Evaluate the net value of the deal to Cerberus today. Who are the… Read more »

TD Bank May Make More U.S. Purchases After Chrysler Financial

Posted by & filed under Company Analysis, Growth & Valuation.

Description:  Toronto-Dominion Bank may continue to make acquisitions in the U.S. after increasing its bet there with the $6.3 billion purchase of Chrysler Financial Corp., capping a record quarter for U.S. takeovers by Canadian lenders. Source:  Businessweek.com   Date: 12/22/2010 Link: http://www.businessweek.com/news/2010-12-22/td-bank-may-make-more-u-s-purchases-after-chrysler-financial.html Questions for discussion:  Summarize the possible strategic thinking behind the TD bank’s acquisitions…. Read more »

World bankers brace for 7 percent drop in bonuses: Reuters poll

Posted by & filed under Industry Analysis, Management Issues.

Description:  From Wall Street to the City of London to Hong Kong’s Central District, bankers are bracing for bonuses to be down 7 percent on average from a year ago, and higher salaries will only partially cushion the hit, a Reuters/IFR global poll shows. Source:  Reuters.com Date: 12/21/2010 Link:  http://www.reuters.com/article/idUSTRE6BK66Z20101221 Questions for discussion: Summarize the… Read more »

Money market manager’s picks for 2011

Posted by & filed under Market Analysis.

Description: Credit card companies, commodities, IT sector and more – check out what top fund managers will be buying in 2011. Source:  CNNMoney.com – video report Date: 12/15/2010 Link: http://money.cnn.com/video/news/2010/12/09/f_investor_guide_picks.fortune/ Questions for discussion: Summarize the different investing strategies presented in this report? What is the basic thinking that is guiding each analyst? Do you agree… Read more »

Run With the Dogs of the Dow

Posted by & filed under Economic Analysis, Growth & Valuation.

Description: Buying the 10 highest-yielding Dow stocks and holding them for 12 months has rewarded investors with earnings growth and dividends, says financial adviser Kurt Brouwer, editor of MarketWatch’s FundMastery blog. Source: Marketwatch.com – video report   Date: 12/16/2010 Link: http://www.marketwatch.com/video/asset/run-with-the-dogs-of-the-dow/61758D19-6700-4B86-A696-2E9682191C52 Questions for discussion:  Summarize the bond investing strategy described in this report? Do you… Read more »

Stocks Rising 17% Since Bernanke Disclosed QE2 Disarms Fed’s Worst Critics

Posted by & filed under Governments & Regulators, Market Analysis.

Description: Republican leaders in Congress say they have “deep concerns” about Ben S. Bernanke’s second round of quantitative easing. The U.S. stock and credit markets don’t share those reservations. Source: Bloomberg.com   Date: 12/17/2010 Link: http://www.bloomberg.com/news/2010-12-17/stocks-rising-17-since-bernanke-disclosed-qe2-disarms-fed-s-worst-critics.html Questions for discussion:  Why have the markets reacted as they have since the beginning of quantitative easing by the… Read more »

2010 in Review

Posted by & filed under Economic Analysis.

Description:  The pall of Lehman Brothers’ collapse in 2008 is still settling over many Western economies and its citizens. Yet things aren’t all dreary. We’ve tried to take the contradictions of 2010 and show how stories link up, sometimes in unexpected ways. Source:  Businessweek.com   Date: 12/16/2010 Link: http://www.businessweek.com/magazine/content/10_52/b4209009504184.htm Questions for discussion:  Summarize the opinions… Read more »

RIM shares up on earnings; questions remain

Posted by & filed under Company Analysis.

Description:  While investors have bid up shares of Research In Motion Ltd. significantly over the past few months, Wall Street remains cool on the maker of the BlackBerry smartphone franchise — despite it’ relatively strong performance this year. Source:  Marketwatch.com Date: 12/17/2010 Link:  http://www.marketwatch.com/story/rim-results-keep-wall-street-divided-2010-12-17 Questions for discussion: Summarize the reported financial results for RIM and… Read more »