Description:Â MarketWatch columnist Mark Hulbert joins Mean Street and makes the argument that the market’s long-awaited correction is at hand. Photo: Reuters. Source: CNNMoney.com â€“ video report Date: 03/23/2012 Link: http://www.marketwatch.com/video/asset/hulbert-were-at-a-market-correction/5DB75335-75E3-4F8B-A393-79D0B462979D Questions for discussion: Explain the logic of this analysis? Do you agree with this assessment? Where do you see the market headed over the… Read more »
Monthly Archives: March 2012
Description:Â t’s complete ‘Panemonium’ for investors and fans alike as moviegoers queue up for The Hunger Games and shares of Lionsgate soar. Source: CNNMoney.com â€“ video report Date: 03/23/2012 Link:Â http://money.cnn.com/video/markets/2012/03/23/mkts-bz-hunger-games.cnnmoney/ Questions for discussion: Explain how you would evaluate the affect a blockbuster film would have on a company like Lionsgate. How would you estimate… Read more »
Description: With the yields on 10-year Treasuries — considered a risk-free asset by the market — moving sharply higher since the beginning of the year, many investors are beginning to ask: Is this the end of what has been a 30-year bull run for bonds? The improving U.S. economy and an easing debt crisis in… Read more »
Description:Â Now that it will start paying a regular dividend, Apple Inc. has become a must-have for portfolio managers with blue-chip stocks in their investment funds. Source: Marketwatch.com Date: 03/20/2012 Link:Â http://www.marketwatch.com/story/apple-becomes-a-portfolio-must-have-stock-2012-03-20?siteid=nwtwk Questions for discussion: Summarize the reasons given for such positive endorsement of Apple. Do you agree with the assessments? What are risks associated… Read more »
Description:Â Â The LIBOR trading scandal could turn out to be far worse for Wall Street than its mortgage troubles. Source:Â Fortune.com Date: 03/23/2012 Link:Â http://finance.fortune.cnn.com/2012/03/23/the-wall-street-multibillion-scandal-no-one-is-talking-about/?iid=SF_F_LN Questions for discussion: What is the basis of the scandal, according to the report? What is your opinion of the report? What do believe will happen next?
Description:Â Â US Airways Group Inc. (LCC), seeking support for a possible American Airlines (AAMRQ)merger, is discussing a takeover plan with some creditors of the bankrupt carrier and their advisers, people with knowledge of the talks said. Source:Â Bloomberg.com Date: 03/23/2012 Link:Â http://www.bloomberg.com/news/2012-03-23/us-airways-said-to-brief-amr-creditors-on-takeover-plan.html Questions for discussion: Summarize the thinking presented in the article related to the… Read more »
Description:Â Despite calls from some investors to backtrack from the consumer business, Cisco has bought NDS Ltd., a software maker for set top boxes. Source: CNNMoney.com â€“ video report Date: 03/15/2012 Link: http://money.cnn.com/video/markets/2012/03/15/mkts-bz-cisco-nds.cnnmoney/ Questions for discussion: Do you think this is a good move by Cisco? Do you think investors will be happy with the… Read more »
Description:Â Greg Smith’s Op-Ed in the New York Times slamming Goldman Sachs has caused a media fallout but traders say they aren’t surprised. Source: Fortune.com â€“ video report Date: 03/14/2012 Link:Â http://money.cnn.com/video/news/2012/03/14/n-traders-goldman-oped.cnnmoney/ Questions for discussion: Summarize the opinions reported. Do you agree with these views?
Description:Â Some day, when they write the definitive history ofGoldman Sachs (GS), Wall Streetâ€™s 143-year-old warehouser of brass rings, the date March 14, 2012, will stand in infamy. If you havenâ€™t already heard, thatâ€™s when Greg Smith, an executive with the bank in London, resigned with guns a-blazing, in a corporate revenge fantasy worthy of… Read more »
Description:Â Â Investors are beginning to wonder if this Energizer Bunny of a rally can just keep going without taking a break or a fall. Source:Â Reuters.com Date: 03/16/2012 Link:Â http://www.reuters.com/article/2012/03/16/us-usa-stocks-weekahead-idUSBRE82F1AF20120316 Questions for discussion: What is the basis for concern in the market and Apple in particular? What is your opinion?