Description: Pimco’s Mohamed El-Erian says the question now is not if the Federal Reserve will support the market, but if its policies will work. Source: CNNMoney.com – video report Date: Nov 18, 2013 Link: http://money.cnn.com/video/investing/2013/11/18/investing-mohamed-el-erian-pimco-stock-market-federal-reserve-bubble.cnnmoney/index.html Questions for Discussions: Why does El-Erian believe it is time to take some money out of stocks? Who is benefitting… Read more »
Posts Categorized: Financial Planning
Yahoo is selling stock (so it can buy it back)
Description: Wall Street deals haven’t gotten any less convoluted since the financial crisis. We got some more evidence of that this week. Source: Fortune.com Date: Nov 22, 2013 Link: http://finance.fortune.cnn.com/2013/11/22/yahoo-buyback/?iid=SF_F_River Questions for Discussions: Summarize the criticisms leveled at Yahoo for the way this deal was structured. Do you think there is anything unfair or misleading… Read more »
Save a million before you retire
Description: Fidelity polled people who make less than $150,00 a year but still saved up a million. Here’s what they found. Source: CNNMoney.com – video report Date: Nov 15, 2013 Link: http://money.cnn.com/video/pf/2013/11/15/pf-401k-millionaire-savings-retirement.cnnmoney/index.html Questions for Discussions: What is the formula for successful long-term investing? What strategies would you add to this list of suggestions?
Callaway Golf swings closer to profits
Description: Chip Brewer, president and chief executive officer at Callaway Golf recaps third-quarter results and what the company is doing to grow sales and develop new products. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date: Oct 24, 2013 Link: http://bloom.bg/1chkmh6 Questions for Discussions: How has Callaway product development contributed… Read more »
An Intriguing Product That’s Too Complex for Many
Description: The sales pitches go something like this: A mutual fund that promises to zig when the rest of the stock market zags. Bond funds that protect investors when interest rates rise. Access to the most sophisticated hedge fund managers in the country, even if you’re not particularly wealthy. Source: NYTimes.com Date: Oct 25, 2013… Read more »
Target-Date Funds’ Risky Balancing Act
Description: Over the past decade, target-date funds have become a half-trillion-dollar industry by seeming to answer several of a typical investor’s prayers all at once. Source: Businessweek.com Date: Oct 17, 2013 Link: http://www.businessweek.com/articles/2013-10-17/target-date-funds-may-face-losses-when-interest-rates-rise#r=nav-fst Questions for Discussions: What are target-date funds? Do they remove the necessary financial planning to manage a fund? Do you think the… Read more »
New Trends in the World of Wine
Description: In today’s “In The Know” segment, International Wine Critic and Author Jancis Robinson discusses the impact of climate change on wine and where she sees growth with Mark Barton and Anna Edwards on Bloomberg Television’s “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 11, 2013 Link: http://bloom.bg/1focQkZ#ooid=t5YnFvZjqLZnyB1P-cNGikcjCxSrBFbn Questions for Discussions: Summarize the… Read more »
Default would be catastrophic for big banks
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 »
BlackBerry buyout unlikely
Description: Smartphone maker BlackBerry Inc. (BBRY) is “open” to going private, according to Reuters. How delightful. In related news, my toddler is “open” to getting a pony for her next birthday. Source: Fortune.com Date: August 09, 2013 Link: http://finance.fortune.cnn.com/2013/08/09/blackberry-buyout-unlikely/ Questions for Discussions: Summarize the financial conditions at the firm. Why is a buyout unlikely, according to… Read more »
It’s dawn of the dead for J.C. Penney
Description: Commentary: Kraft exec won’t make zombie story any less cheesy Source: Marketwatch.com Date: August 07, 2013 Link: http://www.marketwatch.com/story/its-dawn-of-the-dead-for-jc-penney-2013-08-07?siteid=nwtwk Questions for Discussions: What is the financial state of the firm and the reasons given for its condition? How critical is “management” of the firm to any chance of recovery? Would you be an investor today?
