El-Erian: Syria could halt sluggish growth

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

Description: Pimco’s Mohamed El-Erian discusses Syria’s impact on oil prices, Chancellor Merkel’s recent statements about Greece and U.S. Treasury yields. Source: CNNMoney.com – video report Date: August 28, 2013 Link: http://money.cnn.com/video/news/2013/08/28/n-cmw-pimco-el-erian-syria-oil-merkel-bond-yields.cnnmoney/index.html Questions for Discussions: Summarize the reasons for uncertainty in markets today according to El-Erian. How do you think oil prices will behave in the… Read more »

Investors can hear Verizon now

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

Description: Shares of Verizon soar on reports that the company might make a deal with UK-based partner Vodafone to finally buy out its 45% stake in Verizon Wireless. Source: CNNMoney.com – video report Date: August 29, 2013 Link: http://money.cnn.com/video/investing/2013/08/29/investing-the-buzz-verizon-wireless-deal-vodafone.cnnmoney/index.html Questions for Discussions: Why would Verizon want to buy Vodafone’s shares? Is the debt a concern?… Read more »

With Huge War Chests, Activist Investors Tackle Big Companies

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

Description: Microsoft executives faced an unusual challenge in April when a $12 billion hedge fund, ValueAct, announced that it had bought a nearly $2 billion stake in the company with the intention of shaking things up. Source: NYTimes.com – video report Date: August 30, 2013 Link: http://dealbook.nytimes.com/2013/08/30/with-huge-war-chests-activist-investors-tackle-big-companies/?ref=business Questions for Discussions: Summarize the strategic thinking of… Read more »

A Treasury Shortage Squeezes the Heart of the Market

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

Description: Considering the trillions of dollars of Treasury bonds the federal government has been selling to pay for its budget deficits, you’d expect there to be plenty of them for use by dealers in the financial markets. Instead there’s a drought, one that’s likely to get worse before it gets better, and it’s already interfering… Read more »

The hunt for yield

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

Description: Looking for the highest yield plays out there? Business Day asks investing experts to outline what investors should look for when choosing a dividend stock, ETFs, and top paying energy shares. Source: BNN.ca – video report Date: Aug 30, 2013 Link: http://www.bnn.ca/News/2013/8/30/The-hunt-for-yield.aspx Questions for Discussions: Describe the investing strategy suggested by Leslie Lundquist. What… Read more »

Investors dance as Steve Ballmer exits

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

Description: News of Microsoft CEO Steve Ballmer’s retirement sent shares surging. Wall Street has criticized Ballmer for not moving into mobile quickly enough. Source: CNNMoney.com – video report Date: August 23, 2013 Link: http://money.cnn.com/video/investing/2013/08/23/investing-the-buzz-microsoft-steve-ballmer.cnnmoney/index.html   Questions for Discussions: Why did Microsoft stock jump on the news that Steve Ballmer was going to retire? Why have… Read more »

HP is back from the dead

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Description: Hewlett-Packard is the top Dow stock in 2013 after being a dog the past three years. Investors love Meg Whitman’s turnaround strategy. Can the comeback continue? Source: CNNMoney.com – video report Date: August 21, 2013 Link: http://money.cnn.com/video/investing/2013/08/21/investing-the-buzz-hewlett-packard.cnnmoney/index.html Questions for Discussions: Why has HP stock value turned around? What are investors expecting from the long… Read more »

Without Seamless, Fewer Customers and Higher Margins

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

Description: Earlier this month, Pedro Muñoz told customers that his restaurant, Luz, would no longer use popular online food-delivery service Seamless because the site took a 14 percent commission and waited too long—more than a month, a lifetime in the overhead-heavy restaurant business—to give Luz its cut. Source: Businessweek.com Date: August 23, 2013 Link: http://www.businessweek.com/articles/2013-08-23/without-seamless-fewer-customers-and-higher-margins#r=hp-ls… Read more »

A Surprising Reversal for Emerging Stock Markets

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

Description: FOR more than a decade, investors loved emerging markets. Now many seem to fear them. Source: NYTimes.com Date: August 23, 2013 Link: http://www.nytimes.com/2013/08/24/business/economy/a-surprising-reversal-for-emerging-stock-markets.html?ref=business Questions for Discussions: Summarize the analysis presented in the report. How should investors be expected to behave over the next year?

Don’t invest in your company’s stock : Be wary of employer stock in your 401(k)

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

Description: If ever you needed another reason not to invest in your company’s stock inside your 401(k), this would be it. Source: Marketwatch.com Date: August 24, 2013 Link: http://www.marketwatch.com/story/dont-invest-in-your-companys-stock-2013-08-24 Questions for Discussions: What does this report say about investing in companies with 401(k) plans? What is the explanation for the stock performance? What are the… Read more »