U.S. Stocks Advance as S&P 500 Caps Longest Rally Since June

Posted by & filed under Economic Analysis.

Description: U.S. stocks advanced, with the Standard & Poor’s 500 Index capping its first consecutive weekly gains since June, as higher-than-forecast wholesale inventories and surging imports of oil in China boosted optimism about the global economic recovery. Source:  Businessweek.com Date: 09/10/2010 Link:  http://www.businessweek.com/news/2010-09-10/u-s-stocks-advance-as-s-p-500-caps-longest-rally-since-june.html   Questions for discussion: Summarize the views presented in this article. Do… Read more »

Sanofi Said to Get $10 Billion Loans for Genzyme Bid

Posted by & filed under Company Analysis.

Description: Sanofi-Aventis SA, France’s largest drugmaker, got about $10 billion of underwritten loans to back its bid for U.S. biotechnology company Genzyme Corp., two people familiar with the situation said . Source: Bloomberg.com   Date: 09/10/2010 Link: http://www.bloomberg.com/news/2010-09-10/sanofi-said-to-get-10-billion-loans-for-genzyme-bid.html Questions for discussion: What does this report have to say about the financial state of some European… Read more »

Buying Opportunities in Small Banks, IPOs and H-P

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

Description:  The market may be down, but there are plenty of great buys out there, says Hilary Kramer, editor of GameChangers stock newsletter. She recommends small banks, IPOs other than GM, and M&A targets Source: Marketwatch.com  – video report   Date: 08/31/2010 Link: http://www.marketwatch.com/video/asset/buying-opportunities-in-small-banks-ipos-and-h-p/6AFC38D4-B4BC-4089-A862-76205281C19A Questions for discussion: Summarize the investing advice presented? Do you agree… Read more »

News Hub: September, a Cruel Month for Stocks

Posted by & filed under Company Analysis, Economic Analysis.

Description: Mark Hulbert discusses why September is typically a bad month for stocks, and why this month will likely follow the pattern. Source:  Marketwatch.com  – video report    Date: 09/01/2010 Link: http://www.marketwatch.com/video/asset/news-hub-september-a-cruel-month-for-stocks/1608C6F4-D494-4DF2-948C-8CBE0607D15D Questions for discussion: Why should investors be concerned with the historical record of September market results? From an investor’s point of view, what… Read more »

5 consumer-sector stocks with stable dividends

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

Description:  Stingy consumers are causing stomachaches for brand-name makers of household goods and packaged foods. The biggest consumer-staples companies have been forced into short-term promotions and price cuts to stoke volume growth and retain market share. Source:  Marketwatch.com   Date: 09/03/2010 Link: http://www.marketwatch.com/story/5-consumer-sector-stocks-with-stable-dividends-2010-09-03 Questions for discussion:  Summarize the investing strategies presented. Do you agree with… Read more »

Japan Has More Than Just a Yen Crisis

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

Description: The currency crisis is merely one symptom of the country’s general aversion to change after the boom-and-bust 1980s. Source:  Businessweek.com Date: 09/02/2010 Link:  http://www.businessweek.com/magazine/content/10_37/b4194007896491.htm  Questions for discussion: Summarize the analysis of Japans economic situation. What are the historical reasons that explain how this present condition came about. Do you agree with the analysis presented and… Read more »

Treasury 10-Year Notes Decline, Yield Curve Steepens on Increase in Jobs

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

Description:  Treasury 10-year notes and 30-year bonds dropped for a second week for the first time since April as a bigger-than-forecast gain in company payrolls eased concern the U.S. economy was falling into another recession. Source: Bloomberg.com   Date: 09/04/2010 Link: http://www.bloomberg.com/news/2010-09-04/treasury-10-year-notes-decline-yield-curve-steepens-on-increase-in-jobs.html Questions for discussion: Summarize the arguments that attempt to explain the meaning of… Read more »

Billionaire’s Buy List

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

Description:  Warren Buffett, George Soros, Carl Icahn are buying stocks and that’s a bullish sign, says James Altucher, Wealth Adviser contributor. There’s plenty to learn from their picks, Altucher explains to Dow Jones’ Veronica Dagher. Source: Marketwatch.com  – video report   Date: 08/25/2010 Link: http://www.marketwatch.com/video/asset/billionaire-buy-list/F84B011C-5B35-494E-9249-73A6DB19B2D6 Questions for discussion: Summarize the reasons given for these particular… Read more »

The double-dip debate

Posted by & filed under Economic Analysis.

Description: Bank of America’s Ethan Harris and Mizuho Securities’s Steven Ricchiuto discuss the possibility of a double-dip recession. Source:  CNNMoney.com – video report    Date: 08/27/2010 Link: http://money.cnn.com/video/news/2010/08/27/n_ss_lake_panel.cnnmoney/ Questions for discussion: Summarize and evaluate the opinions presented? What would you advise investors to do under the current conditions, given your views of the future? What… Read more »

A busy August for deals fuels M&A speculation

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

Description:  Stagnant stocks, corporate cash piles, low rates, may spur more acquisitions Source:  Marketwatch.com   Date: 08/27/2010 Link: http://www.marketwatch.com/story/a-busy-august-fuels-ma-speculation-2010-08-27?siteid=nwtwk Questions for discussion:  What reasons are presented to explain the level of current M&A activity? What would cause this activity level to change? Do you think these deals are valued correctly, given the conditions that are… Read more »