Rajat Gupta Convicted Of Insider Trading By U.S. Jury

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

Description: Rajat Gupta, who reached the pinnacle of corporate America as managing partner of McKinsey & Co. and as a director at Goldman Sachs Group Inc. and Procter & Gamble Co. (PG), was convicted by a federal jury of leaking inside information to hedge-fund manager Raj Rajaratnam. Source: Bloomberg.com Date: Jun 15, 2012 Link: http://www.bloomberg.com/news/2012-06-15/rajat-gupta-convicted-of-insider-trading-by-u-s-jury.html… Read more »

Oil Prices Keep Falling, But a Strange Gap Persists

Posted by & filed under Industry Analysis.

Description: Oil prices are down more than 20 percent since mid-March. Yet that hasn’t erased a strange anomaly in the market: the gap between two essentially identical types of oil. North American light, sweet crude, also known as West Texas Intermediate, trades just below $84 while its international equivalent, known as Brent, is priced at… Read more »

Why I’m betting big on Europe

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

Description: The vaunted international stock picker David Herro is betting big on banks in France, Spain, and Italy. But he doesn’t call himself a risk-taker. Source: Fortune.com Date: June 14, 2012 Link: http://finance.fortune.cnn.com/2012/06/14/retirement-guide-herro-europe/?iid=SF_F_River Questions for Discussions: Summarize the strategic analysis presented by David Herro. Do you agree with his thinking and advice?

Stanford President: Bubble? Maybe

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

Description: Stanford University president John Hennessy says there may be a tech bubble going on right now, but not a “catastrophic” one. Source: CNNMoney.com – video report Date: June 07, 2012 Link: http://money.cnn.com/video/technology/2012/06/06/ctd_stanford_president.fortune/ Questions for Discussion: What role does Stanford University play as an incubator of new technologies? Why does the arrangement work so well?… Read more »

U.S. Government Bond `Bubble’ to Burst, Faber Says

Posted by & filed under Economic Analysis, Market Analysis.

Description: Marc Faber, publisher of the Gloom, Boom & Doom report, talks about his strategy for global stocks, bonds, commodities and currencies. Faber speaks with Sara Eisen on Bloomberg Television’s “InsideTrack.” (Source:Bloomberg) Source: Bloomberg.com – video report Date: June 07, 2012 Link: http://bloom.bg/KJzJRu Questions for Discussion: Summarize analysis and recommendations presented by Marc Faber. Do… Read more »

Profits aren’t the only consideration for newspapers

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

Description: It might make sense for some newspapers in some cities to quickly switch to digital. It doesn’t make sense in New Orleans. Source: Fortune.com Date: Jun 07, 2012 Link: http://tech.fortune.cnn.com/2012/06/07/profits-arent-the-only-consideration-for-newspapers/?iid=SF_F_River Questions for Discussions: Describe the financial scenario facing the newspaper business. What steps would you advise financial managers of these businesses take?  

U.S. Blue Chips Want You to Buy Their Debt

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

Description: “Looking for CD or Money Market Rates? You can do better.” That’s the pitch that greets visitors to General Electric’s (GE) Interest Plus website. GE, Duke Energy (DUK), Ford Motor (F), and Caterpillar (CAT), are among companies enticing a growing number of individuals to buy their debt through investments sometimes billed as higher-yield alternatives… Read more »

How to buy stock like a company insider

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

Description: Follow the money when executives spend their own. When CEOs or corporate directors plunk down cash to buy shares of their company, it can speak volumes. Source: Marketwatch.com Date: June 07, 2012 Link: http://www.marketwatch.com/story/how-to-buy-stock-like-a-company-insider-2012-06-08 Questions for Discussions: What does the article say about insider buying behavior? Do you believe their behavior is a good… Read more »

Stocks Suffer Biggest Drop of 2012

Posted by & filed under Economic Analysis, Market Analysis.

Description: A third straight disappointing monthly U.S. jobs report pushed the Dow industrials into the red for 2012. Russell Investments Chief Market Strategist Stephen Wood on The News Hub discusses today’s big market moves and whether it’s likely to continue into the summer. Source: Marketwatch.com – video report Date: June 01, 2012 Link: http://www.marketwatch.com/video/asset/stocks-suffer-biggest-drop-of-2012/5F6FA568-F081-4047-AFAE-2F4EC4E9E449 Questions… Read more »

Sell in May: Dow Wipes Out 2012 Gains

Posted by & filed under Market Analysis.

Description: On today’s “Insight & Action,” Adam Johnson looks at how stocks perform in May. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: June 01, 2012 Link: http://www.bloomberg.com/video/93839935-sell-in-may-dow-wipes-out-2012-gains.html Questions for Discussion: Summarize the historical understanding of financial performance at this time of year. What advice is presented by the… Read more »