Market up on good news? Pinch me!

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

Description: The jobs report was strong and the markets are celebrating. Sure, the Fed may taper sooner rather than later. But that’s not a bad thing as long as the economy is improving. Source: CNNMoney.com – video report Date: Dec 07, 2013 Link: http://money.cnn.com/video/investing/2013/12/06/investing-the-buzz-taper-fed-markets-bernanke-quantitative-easing-jobs-economy.cnnmoney/index.html Questions for Discussions: Why did the stock market rally? How do… Read more »

Can Apple get back to $700?

Posted by & filed under Company Analysis, Financial analysis.

Description: Apple is in the green for 2013 and shares are nearing $600 thanks to a reported China Mobile deal. But to get above its all-time high, Apple must innovate. Source: CNNMoney.com – video report Date: Dec 05, 2013 Link: http://money.cnn.com/video/investing/2013/12/05/investing-buzz-apple-stock-china-mobile-deal.cnnmoney/index.html   Questions for Discussions: What are the arguments for expectations of higher stock highs… Read more »

Apple seen gaining from China, institutional investors

Posted by & filed under Company Analysis, Financial analysis.

Description: The outlook for Apple Inc. getting a deal with China Mobile and more investment from institutional investors were reasons that UBS analyst Steven Milunovich gave for raising his rating on the iPhone maker on Tuesday. Source: MarketWatch.com Date: Dec 06, 2013 Link: http://www.marketwatch.com/story/32674e58-5ea9-11e3-a001-00212803fad6/stitch?storyguid=8cdcc336-5c29-11e3-aa1f-00212803fad6&siteid=nwtwk Questions for Discussions: What is the basis for Steven Milunovich’s predictions… Read more »

Lowest Jobless Rate in 5 Years Raises Odds of a Fed Move

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

Description: After years of frustrating fits and starts in the wake of the financial crisis and the Great Recession, the United States economy finally appears to be generating jobs at a healthier, more sustainable pace that many analysts now think will continue into 2014. The official unemployment rate fell in November to its lowest level… Read more »

The Ugly Numbers Behind Unbundled Cable TV

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

Description: If you’re a cable TV subscriber who grumbles about paying for dozens of channels your family never watches, a media analyst has a message: That cable bundle carries all sorts of unseen benefits. Source: BusinessWeek.com Date: Dec 06, 2013 Link: http://www.businessweek.com/articles/2013-12-06/the-ugly-numbers-behind-unbundled-cable-tv#r=hpt-ls Questions for Discussions: Explain the arguments presented for and against bundling with respect… Read more »

Why my bank didn’t take TARP

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

Description: CEO of New York Community Bancorp Joseph Ficalora discusses the financial crisis and how the banking industry has changed since. Source: CNNMoney.com – video report Date: Nov 26, 2013 Link: http://money.cnn.com/video/investing/2013/11/26/investing-new-york-community-bank-tarp-banking.cnnmoney/index.html Questions for Discussions: Why did some banks not take TARP? What does this report suggest about the risks taken by bank managers?

El-Erian: ‘Take some money off the table’

Posted by & filed under Financial Planning, Governments & Regulators.

Description: Pimco’s Mohamed El-Erian says the question now is not if the Federal Reserve will support the market, but if its policies will work. Source: CNNMoney.com – video report Date: Nov 18, 2013 Link: http://money.cnn.com/video/investing/2013/11/18/investing-mohamed-el-erian-pimco-stock-market-federal-reserve-bubble.cnnmoney/index.html Questions for Discussions: Why does El-Erian believe it is time to take some money out of stocks? Who is benefitting… Read more »

Uranium quietly gains ground

Posted by & filed under Economic Analysis.

Description: Don’t look now – but uranium prices rose almost seven percent in the latest quarter to around $40 US, making it one of the better-performing hard commodities. Joe Mazumder, analyst with Canaccord Genuity, says there is still an oversupply of uranium that is keeping prices from approaching pre-Fukushima levels. Source: BNN.ca – video report… Read more »

Bankers tied to JPMorgan’s $13 billion settlement doing just fine

Posted by & filed under Governments & Regulators, Management Issues.

Description: News that JPMorgan Chase would pay a $13 billion fine, the largest government penalty levied on a single company, initially led to calls that CEO Jamie Dimon should step down. That’s not going to happen. Board members have rallied around Dimon. What’s more, it’s unlikely that Dimon had any direct involvement in the troubled… Read more »

Record Highs Lure Investors Back to Stocks

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

Description: Investors are rediscovering their taste for equities. Stock funds took in $148 billion in the year’s first 10 months, after five years when money flowed out, according to Investment Company Institute data. The shift marks a reversal from the four years through 2012, when investors put $1 trillion into bond funds, and the financial crisis… Read more »