Are new rules making banks safer?

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: Years after the financial crisis, regulators announced that the big banks will have to hold more capital to protect against losses. Will it make the financial system safer? Source: CNNMoney.com – video report Date: April 11, 2014 Link: http://money.cnn.com/video/investing/2014/04/11/investing-new-capital-rules-big-banks-safer.cnnmoney/index.html Questions for Discussions: What has changed at the banks? Do you think these changes will… Read more »

Jeremy Siegel: The Bull Run Is Not Over

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

Description: Wharton School Professor of Finance Jeremy Siegel and Josh Rosner, managing director at Graham Fisher, discuss where the U.S. markets go from here with Trish Regan on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Apr 11, 2014 Link: http://www.bloomberg.com/video/siegel-says-stock-decline-not-end-of-bull-run-ONp_QCmISD6YTdHOIPjBmw.html Questions for Discussions: Summarize the economic and market debate presented… Read more »

Why Facebook bought Oculus

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Description: Oculus CEO Brendan Iribe tells CNNMoney’s Laurie Segall why Facebook became interested in buying his company. Source: CNNMoney.com – video report Date: Apr 11, 2014 Link: http://money.cnn.com/video/technology/2014/04/11/t-oculus-facebook-brendan-iribe.cnnmoney/index.html Questions for Discussions: Why did Facebook buy Oculus, according to this report? How necessary was the financial input of Facebook money for Oculus to move forward? How… Read more »

Tinder isn’t worth $5 billion, but it’s valuable, investors say

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Description: Tinder may not be worth $5 billion, but investors say the dating app remains an extremely valuable product. Source: Fortune.com Date: Apr 11, 2014 Link: http://tech.fortune.cnn.com/2014/04/11/tinder-isnt-worth-5-billion-but-its-valuable-investors-say/?iid=SF_F_River Questions for discussion: What is the business model for this app? Do you think it can generate the cash flow needed to support the valuation currently presented? Would… Read more »

Pimco’s Bill Gross Picks Up the Pieces

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Description: There is no one who talks quite like Bill Gross, the co-founder of Pimco. He is perhaps the most influential financial manager of the past two decades, yet his stories involve an equal mix of whimsy and sheepishness, with fragments of Joni Mitchell songs, Howdy Doody vignettes, and references to classic American diner food… Read more »

Is the U.S. stock market rigged?

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Description: Steve Kroft reports on a new book from Michael Lewis that reveals how some high-speed traders work the stock market to their advantage Source: CBSNews.com – video report Date: Mar 30, 2014 Link: http://www.cbsnews.com/videos/is-the-us-stock-market-rigged Questions for Discussions: Explain how high-speed traders were able to exploit the trading environments. How was the problem solved? How… Read more »

Do Boards Genuinely Welcome Activist Investors

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Description: Blair Effron, co-founder & partner at Centerview Partners, discusses how corporate boards view activist investing and the impact it has on how boards make decisions are made on Bloomberg Television’s “Market Makers.” Source: Bloomberg.com – video report Date: Apr 03, 2014 Link: http://www.bloomberg.com/video/do-boards-genuinely-welcome-activist-investors-khKJnMc~SYm6HYg1_f6VLg.html Questions for Discussions: What does Blair Effron say about activist investors… Read more »

Teen Retailers: Who’s Worth Buying?

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

Description: Should you invest in what your kid’s like to wear? We put the three A’s under the spotlight: Aeropostale, American Eagle, and Ambercrombie & Fitch. Source: BNN.com – video report Date: Apr 04, 2014 Link: http://watch.bnn.ca/#clip1078271 Questions for Discussions: Summarize the financial highlights presented in this report and the reasons for the decline at… Read more »

El-Erian: Cautious optimism about Greece’s return to capital markets

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

Description: Renewed access to financing must not divert the debt-troubled nation from implementing critical economic reforms. Source: Fortune.com Date: Apr 03, 2014 Link: http://finance.fortune.cnn.com/2014/04/03/el-erian-caution-optimism-about-greeces-return-to-capital-markets/?iid=SF_F_River Questions for discussion: Summarize El-Erian’s assessment of investing in Greek debt and how the Greek government is managing that debt. How would you categorize the risk associated with Greek debt today?

Liberty Media’s smaller stake in Barnes & Noble may actually be a good thing: analysts

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Description: Barnes & Noble Inc.’s shares fell as much as 16% on Thursday after John Malone’s Liberty Media said it’s slashing its holdings in Barnes & Noble to about 1.7% from the 17% stake it held in 2011. Source: Marketwatch.com Date: Apr 03, 2014 Link: http://blogs.marketwatch.com/behindthestorefront/2014/04/03/liberty-medias-smaller-stake-in-barnes-noble-may-actually-be-a-good-thing-analysts/ Questions for discussion: Why did the stock price fall… Read more »