Description: When the broad stock market, as measured by the Standard & Poor’s 500 Index, broke down through the important 1,390 support level in early April, it seemed that the bears would finally have their chance to take control after a long run by the bulls. Source: Marketwatch.com Date: May 01, 2012 Link: http://www.marketwatch.com/story/the-technicals-are-bullish-2012-05-01?link=mw_home_kiosk Questions… Read more »
Posts By: Brahm Canzer
Is time running out for Nokia and RIM?
Description:Â For two former leaders in mobile and smartphones, the fall from the top was painfully obvious this week. Source: Marketwatch.com Date: May 03, 2012 Link: http://www.marketwatch.com/story/is-time-running-out-for-nokia-and-rim-2012-05-03?link=home_carousel Questions for Discussions: What does the report have to say about the financial status of these firms? Do you agree with this analysis? What would you advise investors… Read more »
Canadians Dominate World’s 10 Strongest Banks
Description: Banks from Citigroup Inc. (C) in the U.S. to BNP Paribas SA (BNP) in France are racing to shed assets and raise money ahead of new global capital rules that start taking effect in 2015. For Canadian lenders, these moves have created the opportunity to go on a shopping spree. Source: Bloomberg.com Date: May… Read more »
Mutual Funds Confront Not-Quite-as-Dumb Money
Description: It used to be easy—and I mean Uncle Pennybags-laughing-to-the-bank easy—to be a mutual fund. During the heyday of the cult of equity, investors would dutifully chase returns at Fidelity, Janus Capital (JNS), Munder NetNet, or whatever was the performance flavor of the year. Source: Businessweek.com Date: May 03, 2012 Link: http://www.businessweek.com/articles/2012-05-03/mutual-funds-confront-not-quite-as-dumb-money Questions for Discussions:… Read more »
Shocker! Apple makes billions
Description: Strong global iPhone sales helped Apple beat expectations, as usual. Doubters beware – it’s hard to hate on AAPL. Source: CNNMoney.com – video report Date: 04/25/2012 Link: http://money.cnn.com/video/markets/2012/04/25/mkts-bz-apple-iphone.cnnmoney/ Questions for discussion: Summarize the financial results and the reasons there is surprise. Would you be a buyer or seller today?
Caterpillar: U.S. growth offsets China
Description: Caterpillar CEO Douglas Oberhelman says manufacturing growth in the U.S. offset a slowdown in markets like China and Brazil in the past quarter. Source: CNNMoney.com – video report Date: 04/25/2012 Link: http://money.cnn.com/video/news/2012/04/25/n-co-caterpillar-ceo.cnnmoney/ Questions for discussion: Summarize the analysis presented. Do you agree with these views? Would you be a buyer or seller today?… Read more »
Video: Is the market caught between the bulls and bears?
Description:Â Brian Belski, BMO’s new chief investment strategist, on how long the transition will last. Source: GlobeandMail.com – video Date: 04/26/2012 Link:Â http://www.theglobeandmail.com/globe-investor/markets/markets-blog/market-view-video/video-is-the-market-caught-between-the-bulls-and-bears/article2414897/ Questions for discussion: What are secular and cyclical bulls and bears? Do you agree with this analysis?
Providence Said Selling Hulu Stake at $2 Billion Value
Description: Hulu.com owners Walt Disney Co. (DIS),Comcast Corp. (CMCSA) and News Corp. (NWSA) are close to buying out Providence Equity Partners Inc.’s stake at a price that values the company at $2 billion, said two people with knowledge of the matter. Source: Bloomberg.com Date: 04/26/2012 Link: http://www.bloomberg.com/news/2012-04-26/providence-said-selling-hulu-stake-at-2-billion-value.html Questions for discussion: Do you think this was… Read more »
What If Facebook Isn’t So Special After All?
Description:  As the fateful day of Facebook’s initial public offering draws closer, the giant social network’s financial results are attracting more attention. And while its recently updated securities filing shows some blockbuster numbers—including a mind-boggling 900 million active users, half a billion of whom use the site daily—it also reveals some potential red flags, including… Read more »
Supremex: The cheque really is in the mail
Description:  Are we really ready to stop mailing things? Is the all-digital life just around the corner? Source: GlobeandMail.com Date: 04/25/2012 Link: http://www.theglobeandmail.com/globe-investor/investment-ideas/features/vox/supremex-the-cheque-really-is-in-the-mail/article2414186/ Questions for discussion: Summarized the appeal of this stock from an investor’s point of view. Would you be a buyer? How have the firm’s financial managers dealt with the lack of growth?… Read more »
