Second quarter hurdles ahead

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

Description:  Higher oil prices and an uncertain housing market are just two factors that could challenge corporate profits this quarter. Source: CNNMoney.com – video report Date: 04/02/2012 Link:  http://money.cnn.com/video/markets/2012/03/29/mkts_panel_earnings.cnnmoney/ Questions for discussion: Summarize the opinions expressed in this report. Do you agree with any of these views? What is your projection for the next quarter?

Hulbert: We’re at a Market Correction

Posted by & filed under Company Analysis, Economic Analysis, Market Analysis.

Description:  MarketWatch columnist Mark Hulbert joins Mean Street and makes the argument that the market’s long-awaited correction is at hand. Photo: Reuters. Source: CNNMoney.com – video report Date: 03/23/2012 Link: http://www.marketwatch.com/video/asset/hulbert-were-at-a-market-correction/5DB75335-75E3-4F8B-A393-79D0B462979D Questions for discussion: Explain the logic of this analysis? Do you agree with this assessment? Where do you see the market headed over the… Read more »

Stocks’ correction coming? Not that again

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

Description:   Investors are beginning to wonder if this Energizer Bunny of a rally can just keep going without taking a break or a fall. Source:  Reuters.com Date: 03/16/2012 Link:  http://www.reuters.com/article/2012/03/16/us-usa-stocks-weekahead-idUSBRE82F1AF20120316 Questions for discussion: What is the basis for concern in the market and Apple in particular? What is your opinion?

Why oil prices keep on climbing

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

Description:  Oil prices spike to its highest level in nine months, following Iran’s announcement to halt oil exports to Britain and France. Source: CNNMoney.com – video report Date: 02/20/2012 Link:  http://money.cnn.com/video/news/2012/02/20/n_iran_oil_gas_prices.cnnmoney/ Questions for discussion: Why have oil prices risen? What is the impact of this change on the economy?

Soros: Deregulation led to collapse

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

Description:  Billionaire George Soros says deregulation of the private sector allowed the financial system to grow like a cancer until it collapsed. Source: CNNMoney.com – video report Date: 02/13/2012 Link:  http://money.cnn.com/video/news/2012/02/13/n_soros_obama_regulations.cnnmoney/ Questions for discussion: Summarize the opinions presented by George Soros. Do you agree with his opinions?

The euro dream that became a nightmare

Posted by & filed under Economic Analysis.

Description: When countries post a 40% youth unemployment rate, you know something is terribly wrong. The last time developed countries experienced such an employment disaster was during the Great Depression, and it is a moot question as to whether the current period will prove to be worse for the southern European countries than the Great… Read more »

Can 2012 redeem the Super Bowl indicator?

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

Description:   Wall Street’s ‘Super Bowl indicator’ suggested the Giants’ victory in 2008 was a good omen for the markets. Not so much. Source: CNNMoney.com – video report Date: 03/03/2012 Link:  http://money.cnn.com/video/markets/2012/02/03/mkts_buzz_superbowl_indicator.cnnmoney/ Questions for discussion: What is the basis of belief in the Super Bowl Indicator? Why would anyone give it credence?

Why Cisco parks $43 billion overseas

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description:    Cisco’s John Chambers says the 33% tax rate on foreign profits prevents companies from repatriating the money and creating jobs. Source: CNNMoney.com – video report Date: 01/26/2012 Link:  http://money.cnn.com/video/news/2012/01/26/n_davos_chambers_investment.cnnmoney/ Questions for discussion: Where are Cisco’s profits invested in today’s global economy? How is this issue a business, economic, and political issue? Is there a… Read more »

Why you shouldn’t blame ETFs for wild markets

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description:  Critics say the popular funds are causing stocks to swing wildly together. Finding proof is another matter. Source: Fortune.com Date: 01/27/2012 Link:  http://finance.fortune.cnn.com/2012/01/27/etfs-market-swings/?iid=SF_F_Lead Questions for discussion: Summarize the reasons ETFs are blamed. Do you agree with these views?