Description: Fortune’s Stephen Gandel explains how low oil prices are affecting market trends across the globe. Source: Fortune.com – video report Date: Jan 16, 2015 Link: http://for.tn/1BcnAhx Questions for Discussions: Summarize the keys points made in this report. How should investors be expected to respond? How can companies “defend” against the expected investor reaction?
Posts Categorized: Industry Analysis
10 things investors won’t tell you
Description: 1. We have no idea what we’re doing… Source: Marketwatch.com Date: Jan 17, 2015 Link: http://www.marketwatch.com/story/10-things-investors-wont-tell-you-2015-01-16 Questions for Discussions: Summarize the research presented in this report. What should the industry of professional money managers do with this information?
‘The Interview’ could cost Sony big despite strong opening
Description: Sony spent about $80 million to make and market the movie but will likely only make a portion of that in sales. Source: Fortune.com – video report Date: Dec 30, 2014 Link: http://for.tn/1wx6N0z Questions for Discussions: Summarize the budgeting and cash flow for this film. Do you think there is a “long-term” trail of… Read more »
‘The Colbert Report’ leaves us 5 important investing rules to live by
Description: Sound investing is partly about uncovering ‘truthiness’ Source: Marketwatch.com Date: Dec 17, 2014 Link: http://www.marketwatch.com/story/the-colbert-report-leaves-us-5-important-investing-rules-to-live-by-2014-12-17?mod=MW_video_trending Questions for Discussions: Summarize the key ideas suggested to investors. Which do you think is most relevant today?
Why won’t OPEC cut oil production?
Description: Standard and Poor’s Ratings Services Thomas Watters discusses OPEC and lower oil. He speaks on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 11, 2014 Link: http://www.bloomberg.com/video/opec-why-won-t-it-cut-oil-production-X9uVXkRwSXq4vmju2gvNtQ.html Questions for Discussions: Why are oil prices under pressure? Do you think some producers are likely to abandon operations? How should investors approach the… Read more »
Wireless wars killing telco stocks
Description: There’s a price war in wireless. That’s great news for consumers shopping for a new smartphone … but terrible for investors in Verizon, AT&T, Sprint and T-Mobile. Source: CNNMoney.com – video report Date: Dec 12, 2014 Link: http://money.cnn.com/video/investing/2014/12/12/wireless-telco-stocks.cnnmoney/ Questions for Discussions: Why do you suppose there is a price war? How is this likely… Read more »
How technology changed the bond market
Description: Fortune’s Shawn Tully discusses his latest feature on Rick McVey, CEO of electronic trader MarketAxess Holdings. Source: Fortune.com – video report Date: Dec 12, 2014 Link: http://for.tn/1x9oxWd Questions for Discussions: Describe the transition toward electronic trading in bonds as presented in this report? Why would greater variety be good for the industry?
Uber Is Now a Pawn in China’s Internet Taxi War
Description: Uber dominates any discussion about smartphone car services in the U.S., but the company is a bit player in the race to win over Chinese taxi riders. By taking a new investment from Baidu that could be worth as much as $600 million, Uber is hoping for help in catching up with local competitors before it’s too late. Source:… Read more »
T. Boone Pickens: ‘Cut OPEC out’
Description: As oil prices fall further, T. Boone Pickens says the trend of falling prices could last for up to 18 months, but says the U.S. shale boom can survive — and that he hopes the United States will eventually stop using OPEC oil altogether. Source: CNNMoney.com – video report Date: Dec 05, 2014 Link:… Read more »
Falling Oil Prices Create a Central Banking Conundrum
Description: When is good economic news a reason to worry? Source: NYTimes.com Date: Dec 04, 2014 Link: http://www.nytimes.com/2014/12/05/upshot/falling-oil-prices-create-a-central-banking-conundrum.html?ref=international&abt=0002&abg=0 Questions for Discussions: Summarize the economic concerns expressed in this report. What do you is likely to occur?
