Fear Index Says This Stock Market Reminiscent of October 2007

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

Description:   The euphoria among stock advisors and investors alike seems to be increasing as key stock indices proceed to move into uncharted territories. I see it all as a bearish indicator. Just look at the chart below of the Chicago Board Options Exchange (CBOE) Volatility Index (VIX), often referred to as the “fear index:” Source: … Read more »

Jim Rogers: Soaring Dow a poor indicator

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

Description:  Famed investor Jim Rogers says recent gains in international markets is a poor indicator of global economic health. Source: CNNMoney.com – video report Date: Mar 15, 2013 Link: http://money.cnn.com/video/news/2013/03/15/news-jim-rogers-currency-inflation.cnnmoney/ Questions for Discussions: What is the reason Jim Rogers believes the current run up in the Dow is not a good predictor of a better… Read more »

Dividend not in CGI Group’s plans: CEO

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

Description: Paying a dividend to shareholders is not the right use of its money, CGI Group (CGI-T 16.44 -0.05 -0.3%) chief executive Michael Roach tells BNN, as the company, which was recently crowned Canada’s biggest technology firm, builds up funds for potential acquisitions.   CGI shareholders, along with the stockholders of most publicly-traded companies, have… Read more »

Spinoff of Time Inc. Rattles Employees

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

Description:  It was an elite reception at a glittery Manhattan setting: prominent media figures like Gayle King and Lesley Stahl gathered on the 10th floor of the Time Warner Center on Monday night to toast Sheryl Sandberg, the Facebook executive who recently released a book about her life. Source:  NYTimes.com Date: Mar 13, 2013 Link:… Read more »

Apple shares up despite Galaxy S4 threat

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

Description:   Analysts on new Samsung handset: ‘Evolutionary, not revolutionary’ Source:  Marketwatch.com Date: Mar 15, 2013 Link: http://www.marketwatch.com/story/apple-shares-up-despite-galaxy-s4-threat-2013-03-15 Questions for Discussions: Given Apple’s stock recent rebound and the reception given Samsung’s Galaxy s4, do you think Apple stock is poised for a major “bounce” back in price? What do you think investors shorting Apple are likely… Read more »

Google Is Replacing Apple as Most Owned Stock

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

Description:  RBC Internet Analyst Mark mahaney looks at the performance of internet stocks. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 08, 2013 Link: http://bloom.bg/X4Agof Questions for Discussions: Explain the reasons for Google’s stock movement. Based on the factors discussed in the report, would you be a… Read more »

Qualcomm: The anti-Apple

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

Description:  While shareholders moan that Apple isn’t using its cash productively, smartphone chip developer Qualcomm is boosting its dividend and buying back stock. Source:  CNBC.com – video report Date: Mar 05, 2013 Link: http://money.cnn.com/video/investing/2013/03/05/b-qualcomm-surging.cnnmoney/ Questions for Discussions: Summarize the analysis presented in this report. Would you be a buyer of Qualcomm today?

Investors Should Be Wary of Bonds

Posted by & filed under Market Analysis.

Description:  USB Chief U.S. Equity Strategist Harvey Golub discusses bonds and his investment strategy. He speaks on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 08, 2013 Link: http://bloom.bg/X3GBju Questions for Discussions: What does this report say about risk and investing in bonds today? What should investors seeking to avoid… Read more »

Stock bulls vs. bears: A 12-chart battleground

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

Description: Stock pickers explain why the market can keep rising — or is ready to fall Source: Marketwatch.com Date: Mar 07, 2013 Link: http://www.marketwatch.com/story/stock-bulls-vs-bears-11-charts-shape-the-battle-2013-03-07?siteid=nwtwk Questions for Discussions: Summarize the analysis presented in the charts. Which do you think are most telling of future market conditions?