Putin’s Stash of Oil Money Is Shrinking

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

Description: While oil prices were soaring, Russia amassed a pile of hard currency that most countries could only dream of. Source: Businessweek.com Date: Dec 05, 2014 Link: http://www.businessweek.com/articles/2014-12-05/russia-needs-cash#r=hpt-ls Questions for Discussions: How has oil changed Russia’s economy? Why is capital leaving? What can Russia do about the low price of oil to mitigate the damage… Read more »

Oil could go below $65 per barrel: Deshpande

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Description: Natixis Oil Market Analyst Abhishek Deshpande discusses the possibilities for the price of oil post the current OPEC meeting. He speaks with Francine Lacqua and Guy Johnson on Bloomberg (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2014 Link: http://www.bloomberg.com/video/oil-could-go-below-65-per-barrel-deshpande-XdO9Eb75S3OzvtNQPI0mLw.html Questions for Discussions: What is Abhishek Deshpande’s assessment of current and future… Read more »

How Oil’s Price Plunge Impacts Wall Street?  

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Description: Energy Aspects Geopolitical Analyst Richard Mallinson discusses the price of oil. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 28, 2014 Link: http://www.bloomberg.com/video/opec-keeps-producing-cedes-no-ground-to-u-s-shale-oil-7cTjM8eeQsGWTn9TtLTflg.html Questions for Discussions: What is Richard Mallinson’s view of lower oil prices on Wall Street? Do you agree?

The winners and losers in the oil game

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

Description: The new age of abundant and cheap energy is changing fortunes in the geopolitical landscapes, strengthening some governments while weakening others. Bloomberg’s Ryan Chilcote reports on “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 20, 2014 Link: http://www.bloomberg.com/video/oil-prices-the-winners-and-the-losers-hwDmp9QhTW6ZupqOIht39Q.html Questions for Discussions: Who are the winners and losers while oil prices decline? What… Read more »

Aereo, a live-stream TV startup, files for bankruptcy  

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

Description: Move comes nearly five months after the Supreme Court ruled against the company in a copyright spat with TV networks. Source: Forbes.com – video report Date: Nov 21, 2014 Link: http://fortune.com/2014/11/21/aereo-files-for-bankruptcy/ Questions for Discussions: What lesson have investors learned from this bankruptcy? Do you think the courts will mandate any re-distribution technology to negotiate… Read more »

The Real Legacy of the Keystone XL Is Already Settled

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Description: Even if the Senate had passed Mary Landreu’s Keystone bill yesterday, the results would’ve been the same: President Obama, by all accounts, was going to veto it, and since it’s his decision (because the line crosses an international border), we’re probably stuck with speculation about its approval/rejection for at least two more months as… Read more »

What’s behind the Saudi Oil Price Cut

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

Description: Nasdaq Advisory Services Lead Energy Analyst Tamar Essner and Oilprice.com Senior Contributor Dan Dicker discuss the price of oil on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 04, 2014 Link: http://www.bloomberg.com/video/what-s-behind-the-saudi-oil-price-cut-UvsjUNlkRR6BSO7_DJlUkw.html Questions for Discussions: According to the panel, what is driving lower prices of oil? Do you think prices can… Read more »

Fiat Chrysler to spin-off Ferrari

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

Description: Fiat Chrysler announced Wednesday it’s spinning off its famous luxury car brand Ferrari into an independent company – listing 10 percent of the stock on the market and distributing the remaining 90 percent to its shareholders. Source: Fortune.com – video report Date: Oct 29, 2014 Link: http://for.tn/1vhz0IF Questions for Discussions: Why did Fiat spin… Read more »

Holy guacamole! Chipotle stumbles

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

Description: Chipotle’s stock had been hotter than a Serrano pepper. But investors aren’t happy about slowing growth. Is Qdoba, the burrito chain owned by Jack in the Box, stealing customers? Source: CNNMoney.com – video report Date: Oct 21, 2014 Link: http://money.cnn.com/video/investing/2014/10/21/investing-the-buzz-chipotle-qdoba.cnnmoney/ Questions for Discussions: Why did Chipotle stock drop off? Is this a good time… Read more »

Stanley’s Profit Surges in Quarter  

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Description: Morgan Stanley, at the end of a week that was buffeted by market tumult, reported third-quarter results on Friday that glided past Wall Street’s expectations. Source: NYTimes.com Date: Oct 17, 2014 Link: http://dealbook.nytimes.com/2014/10/17/morgan-stanleys-profit-surges-in-quarter/?_php=true&_type=blogs&ref=business&_r=0 Questions for Discussions: What does the report say about Morgan Stanley and how it made its money? What does this suggest… Read more »