How money managers deal with D.C. gridlock

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

Description: Money managers sound off on the shutdown that has clients pulling their money out of the markets. Source: CNNMoney.com – video report Date: Oct 09, 2013 Link: http://money.cnn.com/video/news/2013/10/09/n-money-managers-shutdown-washington.cnnmoney/index.html Questions for Discussions: What are the different ways money managers are responding to the concerns over political gridlock? Which strategy has been the most successful thus… Read more »

New Trends in the World of Wine

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

Description: In today’s “In The Know” segment, International Wine Critic and Author Jancis Robinson discusses the impact of climate change on wine and where she sees growth with Mark Barton and Anna Edwards on Bloomberg Television’s “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 11, 2013 Link: http://bloom.bg/1focQkZ#ooid=t5YnFvZjqLZnyB1P-cNGikcjCxSrBFbn Questions for Discussions: Summarize the… Read more »

Default would be catastrophic for big banks

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues.

Description: If you think the JPMorgan and Wells Fargo earnings reports were disappointing, just wait until the fourth quarter if the shutdown continues and a debt default occurs. Source: Fortune.com Date: Oct 11, 2013 Link: http://finance.fortune.cnn.com/2013/10/11/shutdown-default-banks/?iid=SF_F_River Questions for discussion: Explain the reason for the dire predictions if the current government shut down continues. What does… Read more »

What Alcoa’s results say about global manufacturing

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Description: For the first time in nearly 54 years, Alcoa Inc. AA is not part of the Dow. That doesn’t mean it has fallen into oblivion. It is still one of the best – and earliest – quarterly indicators for gauging the health of global manufacturing. Source: MarketWatch.com Date: Oct 08, 2013 Link: http://blogs.marketwatch.com/thetell/2013/10/08/what-alcoas-results-say-about-global-manufacturing/ Questions… Read more »

Meredith Whitney Wants to Invest Other People’s Money

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Description: Meredith Whitney, the bank analyst who became famous for identifying problems at Citigroup (C) and other institutions ahead of the financial crisis, has shut down the brokerage and research arms of the firm she founded with her newfound prominence. The news, first reported by Bloomberg’s Max Abelson and Michael J. Moore, comes after a… Read more »

Tech stocks partying like its 1999

Posted by & filed under Growth & Valuation, Industry Analysis, Market Analysis.

Description: Shares of internet companies like Priceline, Yelp, Facebook, Netflix and Yahoo are at or near all-time or multi-year highs, thanks to solid profits and revenue prospects. But is this another bubble waiting to burst? Source: CNNMoney.com – video report Date: Oct 03, 2013 Link: http://money.cnn.com/video/investing/2013/10/03/investing-the-buzz-tech-stocks.cnnmoney/index.html Questions for Discussions: Do you think a tech bubble… Read more »

Tesla stock may be losing air

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

Description: Shares of the electric car maker slumped on an analyst downgrade. But Tesla is up more than 450% in 2013. Is there more room to fall? Source: CNNMoney.com – video report Date: Oct 02, 2013 Link: http://money.cnn.com/video/investing/2013/10/02/investing-the-buzz-tesla-motors-elon-musk.cnnmoney/index.html Questions for Discussions: What are the reasons for concern over the stock valuation? Do you think the… Read more »

Icahn Pushes Apple CEO for $150 Billion Share Buyback

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

Description: Carl Icahn, who disclosed a $1 billion stake in Apple Inc. (AAPL) in August, said he had dinner with Chief Executive Officer Tim Cook and “pushed hard” for a $150-billion share buyback. Source: Bloomberg.com – video report Date: Oct 01, 2013 Link: http://www.bloomberg.com/news/2013-10-01/apple-s-cook-pushed-hard-by-icahn-for-150-billion-buyback.html Questions for discussion: Summarize the financial plan proposed by Carl Icahn…. Read more »

Twitter unwraps IPO details

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

Description: Twitter revealed its filing for a proposed initial public offering on Thursday afternoon, setting in motion a debut that could be the most significant tech IPO since Facebook Inc. went public last year. Source: MarketWatch.com Date: Oct 03, 2013 Link: http://www.marketwatch.com/story/twitter-unwraps-ipo-details-2013-10-03 Questions for Discussions: Summarize the financial condition at Twitter. What do believe the… Read more »

For Constellation, Cerveza Makes Money the Way Beer Never Could

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

Description: Constellation Brands (STZ) put out a nice recipe for a profitable cocktail today:• 4 parts beer (must be Mexican)?• 3 parts wine (Arbor Mist, Ravenswood, Robert Mondavi)?• a splash of spirits (Svedka Vodka, Black Velvet Canadian Whisky) Source: Businessweek.com Date: Oct 03, 2013 Link: http://www.businessweek.com/articles/2013-10-03/for-constellation-cerveza-makes-money-the-way-beer-never-could Questions for Discussions: What is the basis for the… Read more »