Description:    Market volatility calls for a disciplined strategy, says Eric Schoenstein, a portfolio manager with the Jensen Quality Growth Fund, who invests in the type of stable, cash-rich companies that Warren Buffett favors. Interview with MarketWatch’s Jonathan Burton. Source: Marketwatch.com – video report Date: 11/18/2011 Link: http://www.marketwatch.com/video/asset/got-volatility-build-a-buffett-style-portfolio/1E7CDC56-9E0A-4107-8297-4A09C7F2F137 Questions for discussion: What does Eric Schoenstein suggest… Read more »
Posts By: Brahm Canzer
What Buffett’s IBM buy says about his next move
Description: Screening for undervalued stocks the Oracle of Omaha would like Source: Marketwatch.com Date: 11/18/2011 Link:  http://www.marketwatch.com/story/what-buffetts-ibm-buy-says-about-his-next-move-2011-11-18 Questions for discussion: How is Warren Buffetts’ investment in IBM being interpreted? How do you think it will influence investors’ perceptions of IBM?
Goldman Sachs Names 261 Managing Directors, Fewest Since 2008
Description:Â Goldman Sachs Group Inc., the fifth- biggest U.S. bank by assets, named the smallest group of new managing directors since 2008 as the firm cuts jobs and grapples with declining revenue. Source: Businessweek.com Date: 11/19/2011 Link:Â http://www.businessweek.com/news/2011-11-19/goldman-sachs-names-261-managing-directors-fewest-since-2008.html Questions for discussion: What does this report suggest to you about the thinking on managing directors and… Read more »
It’s time to ban insider trading by Congress
Description:Â Congress is finally shamed into fixing a long-standing scandal. Source:Â Fortune.com Date: 11/18/2011 Link:Â http://finance.fortune.cnn.com/2011/11/18/insider-trading-congress/?iid=SF_F_River Questions for discussion: Summarize the key points presented in the report. Do you think the laws will be changed?
Yelp Eyes $2 Billion IPO
Description: Yelp, the online review website, has picked Goldman Sachs and Citigroup to lead an initial public offering that could value the company at up to $2 billion. Geoffrey Fowler has details on The News Hub. Source: Marketwatch.com – video report Date: 11/08/2011 Link: http://www.marketwatch.com/video/asset/yelp-eyes-2-billion-ipo/B968A023-4669-4165-B190-30611D4CEC97 Questions for discussion: Summarize the reasons presented for the IPO…. Read more »
Europe’s Impact on U.S. Stocks
Description:    Barrons.com Stocks Editor Bob O’Brien makes a stop on Mean Street to discuss the relationship between the European debt crisis and the U.S. economy. Source: Moneywatch.com – video report Date: 11/07/2011 Link: http://www.marketwatch.com/video/asset/europe-impact-on-us-stocks/0F5C104D-4734-404D-BED8-E6A1618F8A1E Questions for discussion: Summarize the reasons presented for concern over the European debt crisis. How is the global economy affected by… Read more »
New gold bugs are young and restless
Description: The allure of gold is thousands of years old, but nowadays the precious metal has a youthful look. Gold’s spectacular, decade-long run, coupled with the sovereign-debt crisis in Europe, an uncertain outlook for the U.S. dollar, and worries of worldwide recession, has tapped a new vein of investors in their 20s and 30s. Source: … Read more »
The End of Borders and the Future of Books
Description:Â An inside look at the real reasons for the once-beloved chain’s demise Source: Businessweek.com Date: 11/10/2011 Link:Â http://www.businessweek.com/magazine/the-end-of-borders-and-the-future-of-books-11102011.html Questions for discussion: Summarize the key points in this report. What lessons are there here for financial managers to learn from the mistakes made?
Disney Earnings Exceed Estimates on Growth at Theme Parks, Cable Networks
Description: Walt Disney Co. (DIS), the world’s biggest theme-park operator and owner of ESPN, posted a 30 percent gain in fourth-quarter profit, beating analysts’ estimates on growth in cable TV and at U.S. resorts. Source: Bloomberg.com Date: 11/11/2011 Link: http://www.bloomberg.com/news/2011-11-10/disney-profit-beats-estimates-on-parks-cable-network-growth-shares-jump.html Questions for discussion: Summarize the recent performance of the various Disney operations? Do these results… Read more »
Groupon: Investor Beware!
Description: In his On the Mark segment, Evan Newmark says Friday’s Groupon IPO should be waded through with caution by investors, because it is another example of Wall Street shenanigans. Source: Marketwatch.com – video report Date: 11/04/2011 Link: http://www.marketwatch.com/video/asset/groupon-investor-beware/5DE4D58B-F543-470C-880B-4F2183A8AE19 Questions for discussion: Summarize the reasons presented why investors should stay away from this stock. Do… Read more »
