Description: Jim Klinge sighed as he made his way through a foreclosed home littered with empty bottles of rum and mattresses. It was 2008, and Klinge, a real estate agent, was filming a YouTube (GOOG) video for his blog documenting the housing crash in the cul-de-sacs and condos north of San Diego. As he opened… Read more »
Posts Categorized: Financial analysis
Markets charge ahead
Description: With all major indices up about 10% so far this year, investors are optimistic that 2013 will be a robust year for the economy. Source: CNNMoney.com – video report Date: Mar 29, 2013 Link: http://money.cnn.com/video/investing/2013/03/29/news-markets-q1.cnnmoney/ Questions for Discussions: Summarize the state of the US stock market. What explains the change in performance? What explains… Read more »
Why bond funds and ETFs are breaking
Description: End of an era? Bond portfolios, investor hopes show wear and tear Source: Marketwatch.com – video report Date: Mar 29, 2013 Link: http://www.marketwatch.com/story/why-bond-funds-and-etfs-are-breaking-bad-2013-03-29 Questions for discussion: Explain the reasons for difficulties facing bond fund managers? How are they responding? Are there any alternatives that have not been considered?
The Troubling Return of Credit Bubble Factors Like CDOs
Description: Data point No. 1: Banks are back to hawking complex derivatives that magnify bets on corporate debt. Data point No. 2: For the first time since the financial crisis, JPMorgan Chase (JPM) is set to resume selling securities tied to home loans that aren’t backed by the government. Add a third development—the feverish revival… Read more »
Nike soars – It’s gotta be the shoes!
Description: Shares of Nike surge after the athletic apparel retailer reported better-than-expected earnings, despite worries about weak sales in China. Source: CNNMoney.com – video report Date: Mar 22, 2013 Link: http://money.cnn.com/video/investing/2013/03/22/investing-the-buzz-nike.cnnmoney/ Questions for Discussions: Why was Nike expected to perform poorly in the last quarter? What is the explanation for its success? What do these… Read more »
How to Play Lululemon
Description: Option Pit Mentoring COO Mark Sebastian discusses his Lululemon trade. He speaks on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 22, 2013 Link: http://bloom.bg/11sB7QT#ooid=JoZDhlYTrKI2yBsgQJNQoRU7RdG3LP_n Questions for discussion: Explain the play in Lululemon presented in the report and the reasons for this thinking? Do you agree with this strategy?… Read more »
Fear Index Says This Stock Market Reminiscent of October 2007
Description: The euphoria among stock advisors and investors alike seems to be increasing as key stock indices proceed to move into uncharted territories. I see it all as a bearish indicator. Just look at the chart below of the Chicago Board Options Exchange (CBOE) Volatility Index (VIX), often referred to as the “fear index:” Source: … Read more »
Spinoff of Time Inc. Rattles Employees
Description: It was an elite reception at a glittery Manhattan setting: prominent media figures like Gayle King and Lesley Stahl gathered on the 10th floor of the Time Warner Center on Monday night to toast Sheryl Sandberg, the Facebook executive who recently released a book about her life. Source: NYTimes.com Date: Mar 13, 2013 Link:… Read more »
Apple shares up despite Galaxy S4 threat
Description: Analysts on new Samsung handset: ‘Evolutionary, not revolutionary’ Source: Marketwatch.com Date: Mar 15, 2013 Link: http://www.marketwatch.com/story/apple-shares-up-despite-galaxy-s4-threat-2013-03-15 Questions for Discussions: Given Apple’s stock recent rebound and the reception given Samsung’s Galaxy s4, do you think Apple stock is poised for a major “bounce” back in price? What do you think investors shorting Apple are likely… Read more »
Google Is Replacing Apple as Most Owned Stock
Description: RBC Internet Analyst Mark mahaney looks at the performance of internet stocks. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 08, 2013 Link: http://bloom.bg/X4Agof Questions for Discussions: Explain the reasons for Google’s stock movement. Based on the factors discussed in the report, would you be a… Read more »
