Stanford President: Bubble? Maybe

Posted by & filed under Growth & Valuation, Management Issues.

Description: Stanford University president John Hennessy says there may be a tech bubble going on right now, but not a “catastrophic” one. Source: CNNMoney.com – video report Date: June 07, 2012 Link: http://money.cnn.com/video/technology/2012/06/06/ctd_stanford_president.fortune/ Questions for Discussion: What role does Stanford University play as an incubator of new technologies? Why does the arrangement work so well?… Read more »

U.S. Government Bond `Bubble’ to Burst, Faber Says

Posted by & filed under Economic Analysis, Market Analysis.

Description: Marc Faber, publisher of the Gloom, Boom & Doom report, talks about his strategy for global stocks, bonds, commodities and currencies. Faber speaks with Sara Eisen on Bloomberg Television’s “InsideTrack.” (Source:Bloomberg) Source: Bloomberg.com – video report Date: June 07, 2012 Link: http://bloom.bg/KJzJRu Questions for Discussion: Summarize analysis and recommendations presented by Marc Faber. Do… Read more »

Profits aren’t the only consideration for newspapers

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis, Management Issues.

Description: It might make sense for some newspapers in some cities to quickly switch to digital. It doesn’t make sense in New Orleans. Source: Fortune.com Date: Jun 07, 2012 Link: http://tech.fortune.cnn.com/2012/06/07/profits-arent-the-only-consideration-for-newspapers/?iid=SF_F_River Questions for Discussions: Describe the financial scenario facing the newspaper business. What steps would you advise financial managers of these businesses take?  

U.S. Blue Chips Want You to Buy Their Debt

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Growth & Valuation.

Description: “Looking for CD or Money Market Rates? You can do better.” That’s the pitch that greets visitors to General Electric’s (GE) Interest Plus website. GE, Duke Energy (DUK), Ford Motor (F), and Caterpillar (CAT), are among companies enticing a growing number of individuals to buy their debt through investments sometimes billed as higher-yield alternatives… Read more »

How to buy stock like a company insider

Posted by & filed under Financial analysis, Growth & Valuation, Management Issues.

Description: Follow the money when executives spend their own. When CEOs or corporate directors plunk down cash to buy shares of their company, it can speak volumes. Source: Marketwatch.com Date: June 07, 2012 Link: http://www.marketwatch.com/story/how-to-buy-stock-like-a-company-insider-2012-06-08 Questions for Discussions: What does the article say about insider buying behavior? Do you believe their behavior is a good… Read more »

Stocks Suffer Biggest Drop of 2012

Posted by & filed under Economic Analysis, Market Analysis.

Description: A third straight disappointing monthly U.S. jobs report pushed the Dow industrials into the red for 2012. Russell Investments Chief Market Strategist Stephen Wood on The News Hub discusses today’s big market moves and whether it’s likely to continue into the summer. Source: Marketwatch.com – video report Date: June 01, 2012 Link: http://www.marketwatch.com/video/asset/stocks-suffer-biggest-drop-of-2012/5F6FA568-F081-4047-AFAE-2F4EC4E9E449 Questions… Read more »

Sell in May: Dow Wipes Out 2012 Gains

Posted by & filed under Market Analysis.

Description: On today’s “Insight & Action,” Adam Johnson looks at how stocks perform in May. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: June 01, 2012 Link: http://www.bloomberg.com/video/93839935-sell-in-may-dow-wipes-out-2012-gains.html Questions for Discussion: Summarize the historical understanding of financial performance at this time of year. What advice is presented by the… Read more »

Spain should let its small banks fail

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

Description: Cobbling a bunch of zombie banks together has created a monster that the Spanish government cannot afford to kill. More consolidation isn’t the answer. Source: Fortune.com Date: May 31, 2012 Link: http://finance.fortune.cnn.com/2012/05/31/spain-bank-failures/?iid=SF_F_River Questions for Discussions: What are the arguments presented? How would this scenario play out in terms of the Euro and European stock… Read more »

Europe’s Crisis Spotlight Shifts to Spain

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

Description: As Greece prepares for a June 17 election that may determine whether it exits the euro, the attention has shifted to Spain, where the problems are different—and much larger. Greece’s troubles stem from excessive government borrowing; Spain suffers from a property bust and its banks remain crippled by an estimated €184 billion ($230 billion)… Read more »

GM plant closing in Oshawa ‘absolutely sickening’

Posted by & filed under Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description: Employment at General Motors of Canada Ltd., once the biggest employer by far in the auto sector in Canada with more than 40,000 workers, will fall to about one-fifth that number by next June when it ceases production on one of two assembly lines at its Oshawa, Ont., plant. Source: GlobeandMail.com Date: June 01,… Read more »