Green investing’s golden moment

Posted by & filed under Industry Analysis.

Description: Green energy investor Alan Salzman says this past week’s major spike in green energy stocks correlates to Japan’s nuclear crisis. Source:  CNNMoney.com – video report Date: 03/08/2011 Link:  http://money.cnn.com/video/news/2011/03/18/n_salzman_green.cnnmoney/ Questions for discussion: Summarize the investing strategies in energy as argued by Alan Salzman.  Do you agree with his thinking? What do think the industry… Read more »

Many Banks Are Clinging to Billions in Bailout Money

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

Description: Even as the nation’s biggest banks stepped further out of the government’s shadow on Friday, hundreds of financial institutions were still clutching to billions of taxpayers’ dollars. Source: NYTimes.com Date: 03/18/2011 Link:  http://dealbook.nytimes.com/2011/03/18/many-banks-are-clinging-to-billions-in-bailout-money/?ref=business Questions for discussion: Summarize the current situation with respect to the results of the bail-out and the status of the banks… Read more »

Bruised investors face Libya, Japan news, U.S. data

Posted by & filed under Company Analysis, Economic Analysis.

Description:  Investors are entering next week’s markets after five volatile days of trading, and they could encounter another bruising ride driven by fast-moving events in Japan, Libya and parts of the Middle East. Source: Marketwatch.com Date: 03/18/2011 Link: http://www.marketwatch.com/story/uneasy-investors-face-libya-japan-news-us-data-2011-03-19 Questions for discussion:   Summarize the major influences of this week on investors and business financial managers…. Read more »

JPMorgan Leads $22 Billion Increase in Payouts, Buybacks After Fed Review

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

Description: U.S. bank investors may be rewarded with an extra $22 billion annually after government tests showed the industry has regained enough strength to boost dividends and share buybacks. Source:  Bloomberg.com Date: 03/19/2011 Link:  http://www.bloomberg.com/news/2011-03-18/jpmorgan-leads-22-billion-increase-in-payouts-buybacks-after-fed-review.html Questions for discussion:  What does this report suggest about the state of affairs at JPMorgan and possibly other institutions? Does… Read more »

Japan quake shakes up oil prices

Posted by & filed under Economic Analysis.

Description: The earthquake in Japan may not cause prices to plunge more Friday but the long-term impact on oil could be drastic Source: CNNMoney.com – video report Date: 03/11/2011 Link: http://money.cnn.com/video/markets/2011/03/11/mkts_japan_quake_oil2.cnnmoney/ Questions for discussion: How does this incredible disaster in Japan connect to the international demand and price for oil? What are some of the… Read more »

BullHorn: SXSW: Who’ll be the best?

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

Description: Foursquare and Gowalla were big hits last year at the technology conference in Austin, Texas. Are they takeover targets now? Source: CNNMoney.com – video report Date: 03/10/2011 Link:  http://money.cnn.com/video/markets/2011/03/10/mkts_bh_sxsw_bsft_fnsr.cnnmoney/ Questions for discussion: Summarize the analysis presented about each company. Do you think any one of these companies has an advantage in the developing technologies… Read more »

Bargains for Stock Investors

Posted by & filed under Company Analysis.

Description: Value-stock investors can find buying opportunities in any market climate. Michael Scanlon, co-manager of John Hancock Large Cap Equity Fund, talks about three stocks he sees as bargains: Microsoft, Sirius XM and Lazard. Jonathan Burton reports. Source:  Marketwatch.com – video report Date: 03/08/2011 Link:  http://www.marketwatch.com/video/asset/bargains-for-stock-investors/21F018C1-4AD2-4A08-978E-566865F6A54B Questions for discussion: Summarize the evaluation methods and investing… Read more »

GM keeps churning with big CFO shift

Posted by & filed under Company Analysis, Management Issues.

Description:  The Microsoft guy who brought his much-needed financial chops to General Motors Co. when the Detroit auto maker needed them the most is on his way out after just a year on the job. Source: Marketwatch.com Date: 03/11/2011 Link: http://www.marketwatch.com/story/gm-cfo-calls-it-quits-investors-wince-2011-03-10?siteid=nwtwk Questions for discussion:   Why do you think investors responded as they did? Do you… Read more »

Bernanke Recovery Flawed as Companies Get Credit Denied to U.S. Consumers

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators.

Description: Thirteen hundred miles from Wall Street, Alex Fairchild is still waiting for a little of the U.S. government’s multitrillion-dollar bailouts and Federal Reserve largesse to trickle his way. Source:  Bloomberg.com Date: 03/11/2011 Link:  http://www.bloomberg.com/news/2011-03-11/bernanke-recovery-flawed-as-companies-get-credit-denied-to-u-s-consumers.html Questions for discussion:  What does this report suggest about the credit crunch and recovery process? How should investors and businesses… Read more »

BullHorn: Jobs back, Monster Hiding

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

Description: LinkedIn and other social networking sites have taken the teeth out of job search website Monster.com. Source: CNNMoney.com – video report Date: 03/04/2011 Link:  http://money.cnn.com/video/markets/2011/03/04/mkts_bh_jobs_monster.cnnmoney/ Questions for discussion:  Do you agree with the analysis presented of these firms? How should investors respond to the trends shown? Do you believe Monster has lost its ability… Read more »