Why 2011 May Be the End of the Housing Crash

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

Description: Source:  Marketwatch.com – video report Date: 03/01/2011 Link:  http://www.marketwatch.com/video/asset/why-2011-may-be-the-end-of-the-housing-crash/9A7D3C38-BBDD-4DCF-8C8D-41A080E3969B Questions for discussion: Summarize the analysis and metrics used to argue that housing might be turning around this year. Do you agree with the analysis presented? Why did prices collapse so abruptly and why might that not happen now? Instead of actually buying a house,… Read more »

Saudi Stocks End Longest Losing Streak Since 1996 After State Purchases

Posted by & filed under Market Analysis.

Description:  Saudi stocks rose for the first time in three weeks, rallying the most in more than two years, after the finance minister said the Arab world’s largest economy is benefitting from higher oil prices and in “excellent” shape. Source: Bloomberg.com Date: 03/05/2011 Link: http://www.bloomberg.com/news/2011-03-05/saudi-stocks-end-longest-losing-streak-since-1996-after-state-purchases.html Questions for discussion:   Explain the recent price behavior of the… Read more »

Cheap, Ultrafast Broadband? At Least Hong Kong Has It

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

Description: HONG KONG residents can enjoy astoundingly fast broadband at an astoundingly low price. It became available last year, when a scrappy company called Hong Kong Broadband Network introduced a new option for its fiber-to-the-home service: a speed of 1,000 megabits a second — known as a “gig” — for less than $26 a month…. Read more »

$100 oil: Here to stay or soon to go?

Posted by & filed under Economic Analysis, Financial analysis.

Description: Market veterans were expecting oil prices to reach $100 a barrel even before the political turmoil in the Middle East and North Africa hit the fan this year, and now that oil’s reached triple digits, predicting prices is more daunting than ever. Source: Marletwatch.com Date: 03/04/2011 Link: http://www.marketwatch.com/story/100-oil-here-to-stay-or-soon-to-go-2011-03-03?siteid=nwtwk Questions for discussion:  Summarize the reasons… Read more »

Buying Boeing

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

Description: Shares of Boeing are flying higher after the aerospace company landed a multi-billion dollar contract to make 180 aerial tankers for the Air Force.  Source:  CNNMoney.com – video report Date: 02/25/2011 Link:  http://money.cnn.com/video/markets/2011/02/25/mkts_boeing_0225.cnnmoney/ Questions for discussion: Is there a fundamental concern investors should have when a company is highly dependent on government related spending?… Read more »

Eyeing Inflation with Liz Ann Sonders

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

Description: Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., gives her view on inflation in the U.S. now and inflationary signs to look for in the year ahead. Dow Jones’ Veronica Dagher has the interview. Source: Marketwatch.com – video report Date: 02/23/2011 Link:  http://www.marketwatch.com/video/asset/eyeing-inflation-with-liz-ann-sonders/5658E1E7-2BD4-498B-A73C-A7CC24C49E96 Questions for discussion:  Do you agree with the… Read more »

Buffett Says His `Trigger Finger Itchy’ to Buy, With $38 Billion in Wallet

Posted by & filed under Market Analysis.

Description:  Warren Buffett said his “trigger finger is itchy” for takeovers after cash holdings at his Berkshire Hathaway Inc. climbed to $38.2 billion. Source: Bloomberg.com Date: 02/26/2011 Link: http://www.bloomberg.com/news/2011-02-26/buffett-says-his-trigger-finger-itchy-to-buy-with-38-billion-in-wallet.html Questions for discussion:   How might the fact that Warren Buffet is planning to go shopping for stocks influence other investors? Describe Buffett’s strategic thinking about investing… Read more »

Charlie Sheen is out, but money keeps pouring in

Posted by & filed under Company Analysis, Financial analysis.

Description: The good news for the producers of “Two and a Half Men” is that Charlie Sheen’s meltdown happened during the show’s eighth season, and not the first. Source: CNNMoney.com Date: 02/25/2011 Link: http://money.cnn.com/2011/02/25/news/companies/charlie_sheen_two_and_a_half_men/index.htm Questions for discussion:  Summarize the financial fortunes related to the show? How does syndication impact financial planning for television production? Do… Read more »

GM shares hit post-IPO low, oil risk trumps profit

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

Description:   General Motors Co posted fourth-quarter results that topped Wall Street expectations, but its shares fell below their IPO price as investor concerns shifted to the pressure from rising oil prices and higher costs of launching and selling new cars. Source:  Reuters.com   Date: 02/24/2011 Link: http://www.reuters.com/article/2011/02/24/us-gm-idUSTRE71N0ZD20110224 Questions for discussion:  Summarize the financial results reported… Read more »

China’s hold on rare earths

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

Description: As China stockpiles rare earth minerals used to manufacture consumer items like iPhones and cameras, the U.S. is facing a growing shortage. Source:  CNNMoney.com – video report Date: 02/18/2011 Link:  http://money.cnn.com/video/markets/2011/02/18/mkts_rare_earths_china.cnnmoney/ Questions for discussion: Do you think domestic development of rare earth mines should proceed? How would you expect prices to move over the… Read more »