Four charts that explain the 2014 market so far

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

Description: As new-year pension money pours in, the stock market is screaming higher today. The true test will be when the very short-term oversold condition is relieved. In spite of today’s rally, the first three days have a major significance that investors should pay attention to. Source: Marketwatch.com Date: Jan 07, 2014 Link: http://www.marketwatch.com/story/four-charts-that-explain-the-2014-market-so-far-2014-01-07 Questions… Read more »

Apple Users Spent $10 Billion on Apps in 2013

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

Description: Apple (AAPL) offered one of its periodic check-ins on activity in the App Store Tuesday, and announced that its users spent $10 billion last year in the App Store, with $1 billion coming in December alone. Source:  Businessweek.com Date: Jan 07, 2014 Link: http://www.businessweek.com/articles/2014-01-07/apple-users-spent-10-billion-on-apps-in-2013 Questions for Discussions: What is the financial significance of the… Read more »

Stocks: Break out the champagne!

Posted by & filed under Company Analysis, Growth & Valuation, Market Analysis.

Description: It’s been a terrific year for stocks and investors are hoping 2013 goes out on a high note. Source: CNNMoney.com – video report Date: Dec 27, 2013 Link: http://money.cnn.com/video/investing/2013/12/20/investing-the-buzz-year-end.cnnmoney/ Questions for Discussions: What is the prognosis for stocks for 2014, according to the report? What is the basis for the predictions?

Investor Exuberance at Record Highs

Posted by & filed under Company Analysis, Growth & Valuation, Market Analysis.

Description:  Helima Croft, Senior Geopolitical Strategist at Barclays, and Porter Bibb, Managing Partner of Corporate Finance at Mediatech Capital Partners, discuss bullish sentiment that is driving markets and the impact that may have on 2014. They speak on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg) Source:  Bloomberg.com – video report Date: Dec 27, 2013 Link: http://www.businessweek.com/videos/2013-12-27/investor-exuberance-at-record-highs#r=nav-f-video… Read more »

World shares enjoy vintage year, seen gaining more in 2014

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

Description:  (Reuters) – World stocks were ending 2013 close to six-year peaks on Tuesday and benchmark bond yields were poised for their first annual rise since 2009 as investors anticipated a further pick-up in global growth. Source:  Reuters.com Date: Dec 31, 2013 Link: http://www.reuters.com/article/2013/12/31/us-markets-global-idUSBRE96S00E20131231 Questions for Discussions: Summarize the global view of markets and commodities…. Read more »

Swipe this! MasterCard announces stock split

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Description: MasterCard surged after announcing a stock split that will make shares more affordable to average investors. Should Apple and Priceline follow MasterCard’s lead? Source: CNNMoney.com – video report Date: Dec 11, 2013 Link: http://money.cnn.com/video/investing/2013/12/11/investing-the-buzz-mastercard-stock-split-google-priceline-apple.cnnmoney/index.html Questions for Discussions: How much impact do you think a ten for one stock split will have on the stock… Read more »

Twitter soars but still has much to prove

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

Description:   Twitter is off to a much better start as a public company than Facebook was in 2012. But Twitter still has to find a way to be profitable if it really wants to compete with Facebook. Source:  CNNMoney.com – video report Date: Dec 11, 2013 Link: http://money.cnn.com/video/investing/2013/12/10/investing-the-buzz-twitter-facebook-ipo.cnnmoney/index.html Questions for Discussions: Compare Facebook and Twitter… Read more »

Volcker Rule Got Tougher on Hedges, Softer on Trader Pay

Posted by & filed under Growth & Valuation, Management Issues.

Description: U.S. regulators made a few identifiable changes to the Volcker rule they approved yesterday after two years of lobbying and negotiation. One is the addition of the word “identifiable.” Source: Bloomberg.com – video report Date: Dec 10, 2013 Link: http://www.bloomberg.com/news/2013-12-11/volcker-rule-got-tougher-on-hedges-softer-on-trader-pay.html Questions for Discussions: Explain the Volker Rule. What impact do you think it will… Read more »

Market up on good news? Pinch me!

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

Description: The jobs report was strong and the markets are celebrating. Sure, the Fed may taper sooner rather than later. But that’s not a bad thing as long as the economy is improving. Source: CNNMoney.com – video report Date: Dec 07, 2013 Link: http://money.cnn.com/video/investing/2013/12/06/investing-the-buzz-taper-fed-markets-bernanke-quantitative-easing-jobs-economy.cnnmoney/index.html Questions for Discussions: Why did the stock market rally? How do… Read more »