Whitney: Housing set to fall again

Posted by & filed under Governments & Regulators, Industry Analysis.

Description:  Bank analyst Meredith Whitney predicts more foreclosures are on the way and the housing market will not rebound smoothly. Source: CNNMoney.com – video report   Date: 04/08/2010 Link: http://money.cnn.com/video/fortune/2010/04/08/f_sl_meredith_whitney_housing.fortune/ Questions for discussion: Do you agree with the predictions made by bank analyst Meredith Whitney? What investing strategy would make sense if she is right?… Read more »

A futures exchange for Hollywood

Posted by & filed under Governments & Regulators, Industry Analysis.

Description:  Armchair investors may soon be able to bet real money on how films perform at the box office. Source: CNNMoney.com – video report   Date: 04/02/2010 Link: http://money.cnn.com/video/news/2010/04/02/n_hollywood_futures.cnnmoney/ Questions for discussion: How is this market similar to a conventional futures market such as one for gold? What risk is at play for investors? How… Read more »

How Men’s Overconfidence Hurts Them as Investors

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Description: MEN and women invest differently, a growing body of research has found. And in at least one important respect, women may be better at it. Source: NYTimes.com Date: 03/12/2010 Link: http://www.nytimes.com/2010/03/14/business/14mark.html?ref=business Questions for discussion: How are men and women investors different from each other? What lessons are there that each gender can learn from… Read more »

Apax, Private-Equity Firms Say Retail LBOs Return With Recovery

Posted by & filed under Industry Analysis.

Description: Private-equity firms looking to buy retail and consumer companies said they’re now able to finance deals and pay reasonable prices after the credit crisis and global recession triggered a buyout slump. Source: Bloomberg.com Date: 03/12/2010 Link: http://www.bloomberg.com/apps/news?pid=20601109&sid=a1CarvonDlcU&pos=15 Questions for discussion: Does this news bode well for the economy? What has changed in this industry… Read more »

Beaten by Buffett

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

Description:  Many investors can only look on with envy when Warren Buffett says his shareholders have seen 20% annualized gains over the past 45 years — even the best mutual funds pale by comparison. Source: Marketwatch.com Date: 03/05/2010 Link:  http://www.marketwatch.com/story/buffett-and-berkshire-outperform-all-mutual-funds-2010-03-05?siteid=nwtwk Questions for discussion: Summarize the reasons suggested for Buffett’s success when compared to mutual fund… Read more »

Tom Friedman on bank reform

Posted by & filed under Industry Analysis, Management Issues.

Description:  Author and New York Times columnist Tom Friedman dissects problems in financial regulatory reform. Source: CNNMoney.com – video report   Date: 02/25/2010 Link: http://money.cnn.com/video/news/2010/02/24/n_tom_friedman_regulation_reform.cnnmoney/ Questions for discussion: Summarize the arguments presented by Tom Friedman. Do you agree that there is an imbalance in the financing of “good risk”? How can more financing be directed… Read more »

Wall Street sours on Palm as smartphone sales stall

Posted by & filed under Company Analysis, Industry Analysis.

Description:  Analysts say wireless-device maker has few options; few see buyout as likely. Source: Marketwatch – video report   Date: 02/26/2010 Link: http://www.marketwatch.com/story/palms-survival-at-stake-if-smartphones-dont-sell-2010-02-26?siteid=nwtwk Questions for discussion: Do you think investors have properly valued Palm in the past or presently? On what basis would you set a stock value for the firm? What valuation would you… Read more »

A.I.G. Posts Loss of $11 Billion on Higher Claims

Posted by & filed under Company Analysis, Industry Analysis.

Description: The American International Group said on Friday that it lost about $11 billion last year, surprising analysts and showing the long-term risks inherent in the types of large, complex insurance coverage that the company once pioneered. Source: NYTimes.com Date: 02/26/2010 Link:  http://www.nytimes.com/2010/02/27/business/27insure.html?ref=business Questions for discussion: What is your view of this business model in… Read more »

Broker? Adviser? And What’s the Difference?

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Description: THE Great Recession has intensified a long-running debate: who is better able to look out for your money, a broker or an independent adviser? Now that the shock of last year’s losses has worn off, many investors are reconsidering what their financial professionals did — or failed to do — for them. At the… Read more »

Blackstone CEO: Banks feel beat up

Posted by & filed under Governments & Regulators, Industry Analysis.

Description:  Fortune’s Leigh Gallagher discusses Steve Schwarzman’s op-ed piece and explains why banks are blamed for the financial crisis. Source: CNNMoney – video report   Date: 02/12/2010 Link: http://money.cnn.com/video/fortune/2010/02/12/f_sl_blackstone_banks.fortune/ Questions for discussion: Do you agree with the statement that “bank lending fuels private equity deals? Explain your answer. Do you believe proposed legislation will harm… Read more »