Here’s a Twitter reality check

Posted by & filed under Company Analysis, Financial analysis, Market Analysis.

Description: Commentary: IPO was designed for opening-day pop, but just wait Source: MarketWatch.com Date: Nov 08, 2013 Link: http://www.marketwatch.com/story/04871c4c-48ac-11e3-adc2-00212803fad6/stitch?storyguid=f8424e86-4881-11e3-adc2-00212803fad6&siteid=nwtwk Questions for Discussions: Summarize the arguments against buying IPO stock. Do you agree with this assessment? Why do you suppose investors are readily drawn into them?

Sometimes, Things Really Are Different This Time

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

Description: The four most dangerous words in investing are said to be “It’s different this time.” Someone uses them at the peak of every bubble to justify ignoring lessons of the past. Source: Fool.com Date: Nov 04, 2013 Link: http://www.fool.com/investing/general/2013/11/04/sometimes-things-really-are-different-this-time.aspx?source=isesitlnk0000001&mrr=0.33 Questions for Discussions: Explain the arguments presented in this report. Do you agree with the… Read more »

What’s driving the oil trade?

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

Description: – On today’s “Futures In Focus,” Big Brokerage President Jeffrey Grossman discusses oil and energy on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 1, 2013 Link: http://www.bloomberg.com/video/what-s-driving-the-oil-trade-s2O5hjOGS4apwoWmYDmX_Q.html Questions for Discussions: Summarize the reasons for a predicted drop in oil prices? Do you agree with this assessment? How… Read more »

How to invest when you feel really good

Posted by & filed under Financial analysis, Market Analysis.

Description: Bloomberg’s Eric Balchunas looks at how to play rising investor confidence with ETFs. He speaks with Adam Johnson on Bloomberg Television’s “Street Smart.” Cantor Fitzgerald’s Peter Cecchini also comments. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 01, 2013 Link: http://bloom.bg/HtiS5D#ooid=xxeHNuZzq6yrqSmVDyle3l6TeLCdpGyo Questions for Discussions: Summarize the strategies suggested and their relationship with confidence… Read more »

Microsoft is a better investment that Amazon: Blair

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Description: Wedge Partners’ Brian Blair comments on today’s earnings reports from Microsoft and Amazon. He speaks with Jon Erlichman on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 24, 2013 Link: http://bloom.bg/1cgtSB9 Questions for Discussions: Summarize the reasons for Microsoft bullishness according to Brian Blair. Do you agree? Explain why… Read more »

Google sales top estimates on boosted ad spending

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

Description: Google Inc. reported sales that topped estimates during the third quarter as advertisers boosted spending on mobile and video promotions. Jon Erlichman reports on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 17, 2013 Link: http://bloom.bg/GSV8Y3 Questions for Discussions: Summarize the financial results for Google. The next day, Google… Read more »

Google Stock Tops $1,000, Highlighting a Tech Divide

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Description: Google has done something few companies ever do in the stock market: it has joined the $1,000 club. Source: NYTimes.com Date: Oct 18, 2013 Link: http://www.nytimes.com/2013/10/19/technology/google-stock-scales-1000-a-share.html?_r=0&adxnnl=1&ref=business&adxnnlx=1382203603-zc642Xuu4AMH4ERvfO7rpg Questions for Discussions: Explain the rise in Google share value since its inception. Do you think Google and the other Internet businesses mentioned in the article are bubbles?

How money managers deal with D.C. gridlock

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

Description: Money managers sound off on the shutdown that has clients pulling their money out of the markets. Source: CNNMoney.com – video report Date: Oct 09, 2013 Link: http://money.cnn.com/video/news/2013/10/09/n-money-managers-shutdown-washington.cnnmoney/index.html Questions for Discussions: What are the different ways money managers are responding to the concerns over political gridlock? Which strategy has been the most successful thus… Read more »

Default would be catastrophic for big banks

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

Description: If you think the JPMorgan and Wells Fargo earnings reports were disappointing, just wait until the fourth quarter if the shutdown continues and a debt default occurs. Source: Fortune.com Date: Oct 11, 2013 Link: http://finance.fortune.cnn.com/2013/10/11/shutdown-default-banks/?iid=SF_F_River Questions for discussion: Explain the reason for the dire predictions if the current government shut down continues. What does… Read more »

What Alcoa’s results say about global manufacturing

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Description: For the first time in nearly 54 years, Alcoa Inc. AA is not part of the Dow. That doesn’t mean it has fallen into oblivion. It is still one of the best – and earliest – quarterly indicators for gauging the health of global manufacturing. Source: MarketWatch.com Date: Oct 08, 2013 Link: http://blogs.marketwatch.com/thetell/2013/10/08/what-alcoas-results-say-about-global-manufacturing/ Questions… Read more »