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?
Posts Categorized: Governments & Regulators
The hedge funder at the center of the drug-increase controversy has a long history of alleged bad behavior
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 »
Behind the AB InBev and SAB Miller merger
Description: If the companies fuse together, it would own 7 of 10 beers in the U.S. Source: Fortune.com – video report Date: Sep 18, 2015 Link: http://for.tn/1gymeoS Questions for Discussions: What is motivating the merger? Do you think it makes sense for these companies? Do you think it will be approved by regulators?
Occam’s razor says the stock market is in a downtrend
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
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?
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
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?
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
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
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 »