High speed trading showdown

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

Description: Citadel’s Jamil Nazarali and former high speed trader David Lauer weigh the pros and cons of computerized stock trading for investors and society. Source: CNNMoney.com – video report Date: August 14, 2013 Link: http://money.cnn.com/video/investing/2013/08/14/investing-high-speed-trading-good-or-bad.cnnmoney/index.html Questions for Discussions: What does this report say about high speed trading? What do you think regulators’ roles should be… Read more »

The business of Ashton Kutcher

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Description: Ashton Kutcher is more entrenched in the tech world than simply playing the role of Steve Jobs. He actually throws around big dollars investing in some of the hottest startups. Source: CNNMoney.com – video report Date: August 16, 2013 Link: http://money.cnn.com/video/technology/2013/08/16/t-ashton-kutcher-business-steve-jobs.cnnmoney/index.html Questions for Discussions: Is Ashton Kutcher a typical venture capitalist? Why do you… Read more »

Carl Icahn Says an Apple Buyback Is a No-Brainer. Or Is It?

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

Description: Those Apple guys must be idiots. That’s what Carl Icahn says, having bought up more than $1 billion of its shares with the sole objective of having management do the same. With more than $146 billion of cash in Apple’s (AAPL)pocket, using it to buy back shares is a “no-brainer,” Icahn told CNBC. Source:… Read more »

Quit worrying about a 1987-style crash

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

Description: More and more I am hearing and reading about the coming of a 1987-style crash. There are interviews in which the subject chats about how we have to prepare for it. Articles are being published telling us that this year’s percentage gains rival those of 1987 with the clear implication being that another crash… Read more »

The charts that point to an imminent Fed taper

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

Description: Week in charts: Inflation nudges higher to Fed target rate Source: Marketwatch.com Date: August 16, 2013 Link: http://www.marketwatch.com/story/the-charts-that-point-to-an-imminent-fed-taper-2013-08-16?siteid=nwtwk Questions for Discussions: What does this report suggest is happening? What do the charts mean to you?

Priceline flies closer to $1,000

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Description: In a miraculous turnaround from 13 years ago, Priceline continues to impress investors with solid profits and growth. Source: CNNMoney.com – video report Date: August 09, 2013 Link: http://money.cnn.com/video/investing/2013/08/09/investing-buzz-priceline-stock-nears-1000-turnaround.cnnmoney/index.html Questions for Discussions: What is the basis for the current price of the stock? What are the limitations of growth for this sort of firm?… Read more »

Worst finally over for Apple?

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Description: Shares of Apple are up almost 20% since the tech giant hit a 52-week low in April and the company reported healthy earnings last quarter. Source: CNNMoney.com – video report Date: August 09, 2013 Link: http://money.cnn.com/video/investing/2013/08/05/investing-the-buzz-apple-earnings-innovation.cnnmoney/index.html Questions for Discussions: What explanations are there for Apple stock price trending upwards? What event might cause the… Read more »

Investors’ Worst Instincts, Revealed (Again)

Posted by & filed under Economic Analysis, Market Analysis.

Description: The U.S. stock market is killing it. In the two-and-a-half year period from Jan. 1, 2011, to June 28, 2013, U.S. shares returned a cumulative 35 percent—26 percentage points ahead of international developed markets and 47 points better than emerging markets. Source: Businessweek.com Date: August 09, 2013 Link: http://www.businessweek.com/articles/2013-08-09/investors-worst-instincts-revealed-again#r=nav-fst Questions for Discussions: Why do… Read more »

BlackBerry buyout unlikely

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

Description: Smartphone maker BlackBerry Inc. (BBRY) is “open” to going private, according to Reuters. How delightful. In related news, my toddler is “open” to getting a pony for her next birthday. Source: Fortune.com Date: August 09, 2013 Link: http://finance.fortune.cnn.com/2013/08/09/blackberry-buyout-unlikely/ Questions for Discussions: Summarize the financial conditions at the firm. Why is a buyout unlikely, according to… Read more »

It’s dawn of the dead for J.C. Penney

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

Description: Commentary: Kraft exec won’t make zombie story any less cheesy Source: Marketwatch.com Date: August 07, 2013 Link: http://www.marketwatch.com/story/its-dawn-of-the-dead-for-jc-penney-2013-08-07?siteid=nwtwk Questions for Discussions: What is the financial state of the firm and the reasons given for its condition? How critical is “management” of the firm to any chance of recovery? Would you be an investor today?