Amazon can do no wrong

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

Description: Shares of Amazon are near an all-time high despite missing estimates. Investors continue to give Jeff Bezos the benefit of the doubt. Source: CNNMoney.com – video report Date: Jan 30, 2013 Link: http://money.cnn.com/video/investing/2013/01/30/investing-buzz-amazon-bezos-earnings.cnnmoney/ Questions for Discussions: How is Amazon doing financially speaking and in the stock market? How does this report explain the price… Read more »

What’s behind the bull market

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

Description:  U.S. stocks are flirting with all-time highs, climbing to levels not seen since before the financial crisis. Source:  CNNMoney.com Date: Jan 31, 2013 Link: http://money.cnn.com/2013/01/31/investing/stocks-bull-market/index.html?iid=Lead Questions for Discussions: What are the explanations for the bull market and return to 2007 market levels? What are the concerns going forward? What is your view of the… Read more »

Hasbro cutting jobs after weak holiday

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Shares of toymaker Hasbro fell on disappointing fourth quarter sales and layoff news. Rival Mattel was lower too. Source: CNNMoney.com – video report Date: Jan 25, 2013 Link: http://money.cnn.com/video/investing/2013/01/25/investing-buzz-hasbro-mattel-toys-jobs.cnnmoney/ Questions for Discussions: Why have sales declined for the firm? How should management respond to the trends in customer behavior that were highlighted in the… Read more »

Making the case for negative interest rates

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description:  Former Fed official Alan Blinder talks about how to fix the economy, where the next crisis will come from, and how scared investors should be. Source:  Fortune.com Date: Jan 25, 2013 Link: http://finance.fortune.cnn.com/2013/01/25/alan-blinder-interest-rates/?iid=SF_F_River Questions for Discussions: What are the major concerns and recommendations made by Alan Binder? Do you agree with his positions? What… Read more »

In a World Full of Risk, Why Are Investors So Calm?

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

Description: The economy and markets of 2012 sport nearly as many risk factors as a Cialis ad: Four years into full monetary tilt, does the Federal Reserve much know what it’s doing, and should we grow to expect QE6? Source: Businessweek.com Date: Dec 19, 2012 Link:  http://www.businessweek.com/articles/2012-12-19/in-a-world-full-of-risk-why-are-investors-so-calm#r=nav-r-story Questions for Discussions: Summarize the reporter’s perceptions of… Read more »

Renault Sells Volvo Shares for $1.92 Billion to Cut Debt

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues.

Description: Renault SA (RNO), which is losing sales faster than any other European carmaker, sold its remaining Volvo AB (VOLVB) stake for 12.8 billion kronor ($1.92 billion) to boost funding, ending an 11-year run as the Swedish truckmaker’s largest owner. Source: Businessweek.com Date: Dec 13, 2012 Link:  http://www.businessweek.com/news/2012-12-12/renault-to-sell-volvo-shares-worth-2-billion-to-cut-debt#r=bloomberg Questions for Discussions: What is the reasoning… Read more »

Velshi: Are we in a recession?

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

Description: Despite people feeling better about the economy, one prominent economist says we’ve already dipped into a recession. Source: CNNMoney.com – video report Date: Nov 29, 2012 Link: http://money.cnn.com/video/news/2012/11/29/n-velshi-recession-your-money-daily.cnnmoney/ Questions for Discussions: Summarize the arguments for suggesting the US is already in recession? What does each of the four indicators presented represent? Do you believe… Read more »

What Awaits Mark Carney at the Bank of England

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues, Market Analysis.

Description: He has been touted as the best man for the job, but what exactly can Mark Carney expect when he takes on the role of governor at the Bank of England next year? DeAnne Julius, former MPC member, and Chris Giles, economics editor, lay out some of the challenges to the FT’s Seb Morton-Clark…. Read more »

Why mortgage deduction may sail by fiscal cliff

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

Description:  Commentary: Initial reports from retailers are unreliable Source: Marketwatch.com Date: Nov 29, 2012 Link: http://www.marketwatch.com/story/why-mortgage-deduction-may-sail-by-fiscal-cliff-2012-11-29?dist=afterbell Questions for Discussions: What are the implications of a move to reform mortgage deductibility? Do you think it can be phased out gradually without causing excessive stress on the housing recovery? How might investments in home building companies be… Read more »

Odds not in Hunger Games publisher’s favor

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

Description: Scholastic shares are lower on weaker-than-expected sales of Hunger Games and the looming fiscal cliff school budget cuts. Source: CNNMoney.com – video report Date: Nov 21, 2012 Link: http://money.cnn.com/video/investing/2012/11/21/investing-buzz-scholastic-hunger-games-fiscal-cliff.cnnmoney/ Questions for Discussions: Explain the reasons for the stock market decline of Scholastic? Do you think this stock represents a good speculative play on how… Read more »