Opinion: Forget VW — GM and Ford stocks are ‘dirt cheap’

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

Description: With dividend yields above 4% and low P/E valuations, the two major U.S. car companies should be long-term winners Source: MarketWatch.com Date: Sep 25, 2015 Link: http://www.marketwatch.com/story/forget-vw-gm-and-ford-stocks-are-dirt-cheap-2015-09-25?dist=countdown Questions for discussion: Explain the reasoning behind the recommendations in this report. Do you agree?

The hedge funder at the center of the drug-increase controversy has a long history of alleged bad behavior

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: The story of a young former hedge fund manager buying a lifesaving drug and then jacking up the price by more than 5,000% has ignited a firestorm. Source: BusinessInsider.com Date: Sep 24, 2015 Link: http://www.businessinsider.com/martin-shkrelis-history-of-lawsuits-2015-9 Questions for discussion: Summarize the arguments presented in this report. Where do you stand with respect to the behavior… Read more »

Occam’s razor says the stock market is in a downtrend

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

Description: Investors can forget the “death cross,” “bearish divergences” and “symmetrical triangles,” and what the Federal Reserve says it will do about interest rates, and just focus on Occam’s razor: The S&P 500 abandoned its long-term uptrend in late August, meaning it is now in a downtrend. Source: MarketWatch.com Date: Sep 18, 2015 Link: http://www.marketwatch.com/story/occams-razor-says-the-stock-market-is-in-a-downtrend-2015-09-18… Read more »

Prince: corporate debt is way too high

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

Description: Corporate America has been tapping into the cheap stream and with normalized interest rates on the horizon, David Prince, Founder & President, Harbinger Capital Markets Research says debt levels have gotten altogether too high. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702589 Questions for Discussions: Summarize the analysis presented by David… Read more »

Is $20 oil possible after all?

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

Description: BNN speaks with Ira Epstein, Managing Director, Ira Epstein Division of Linn & Associates about the latest trading activity in oil and Goldman Sachs’ warning that $20 oil is possible amid a relentless supply glut. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702465 Questions for Discussions: Summarize the analysis presented by… Read more »

U.S. frackers feel the pinch of low oil prices

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

Description: U.S. frackers are fighting for survival in a volatile energy landscape. They’ve been one of the driving forces of the U.S. economy but as oil falls, so do their profits. Source: CNNMoney.com – video report Date: Sep 02, 2015 Link: http://money.cnn.com/video/news/economy/2015/09/02/us-frackers-oil-prices.cnnmoney/ Questions for Discussions: What are the reasons for oil price volatility? How should… Read more »

Stocks plunge again. Now what?

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

Description: Investors are very anxious due to China slowdown fears. But this market correction was long overdue. Now is a time to sit tight and resist the urge to panic. Source: CNNMoney.com – video report Date: Sep 02, 2015 Link: http://money.cnn.com/video/investing/2015/09/02/stock-market-plunge-china-buzz.cnnmoney/ Questions for Discussions: What advice is presented to investors at this time? Do you… Read more »

The Oil-Sands Glut Is About to Get a Lot Bigger

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

Description: The last place oil producers want to be when prices plummet to profit-demolishing lows is midstream on a billion-dollar project in one of the costliest parts of the planet to extract crude. Source: Bloomberg.com – video report Date: Sep 03, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-03/canada-oil-sands-fork-over-billions-for-500-000-unneeded-barrels Questions for Discussions: Summarize the analysis presented in this report. Do… Read more »

Wilbur Ross: Chinese government panicked over markets

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

Description: U.S. investor Wilbur Ross discusses what’s behind China’s economic crisis and estimates its growth in the 4-5% range. Source: CNNMoney.com – video report Date: August 26, 2015 Link: http://money.cnn.com/video/news/2015/08/26/wilbur-ross-china-economy-markets.cnnmoney/ Questions for Discussions: What does Wilbur Ross say about why the markets dropped? What are the risks in the current investment environment? What should investors… Read more »