Description:  The outgoing Special Inspector General of TARP says that even though most banks are repaying the government, TARP will lose money. Source: CNNMoney.com – video report Date: 03/25/2011 Link: http://money.cnn.com/video/news/2011/03/25/n_velshi_barofsky_sigtarp.cnnmoney/ Questions for discussion: What does this report have to say about the success or failure of TARP? How might businesses that were bailed out… Read more »
Posts Categorized: Industry Analysis
Buying Uranium Stocks On The Dip
Description: The selloff in uranium stocks has prompted Encompass Fund manager Malcolm Gissen to add to his positions, he tells MarketWatch’s Laura Mandaro. Plus, Japan’s quake recovery is likely to slow demand for rare earths, but only temporarily. Source: Moneywatch.com – video report Date: 03/22/2011 Link: http://www.marketwatch.com/video/asset/buying-uranium-stocks-on-the-dip/5564E8A7-8C17-4211-AB37-8509564EE85A Questions for discussion: Summarize the investing strategies argued… Read more »
Japan quake threatens global supply
Description:  Some say the quake’s hit to Japan’s manufacturing sector will have a profound impact on the global supply chain, CNN’s Kyung Lah reports. Source: CNNMoney.com – video report Date: 03/18/2011 Link:  http://money.cnn.com/video/news/2011/03/18/n_japan_supplychain.cnnmoney/ Questions for discussion: What does this report have to say about the global nature of business? How might businesses be expected to… Read more »
Green investing’s golden moment
Description: Green energy investor Alan Salzman says this past week’s major spike in green energy stocks correlates to Japan’s nuclear crisis. Source: CNNMoney.com – video report Date: 03/08/2011 Link: http://money.cnn.com/video/news/2011/03/18/n_salzman_green.cnnmoney/ Questions for discussion: Summarize the investing strategies in energy as argued by Alan Salzman. Do you agree with his thinking? What do think the industry… Read more »
JPMorgan Leads $22 Billion Increase in Payouts, Buybacks After Fed Review
Description: U.S. bank investors may be rewarded with an extra $22 billion annually after government tests showed the industry has regained enough strength to boost dividends and share buybacks. Source:Â Bloomberg.com Date: 03/19/2011 Link:Â http://www.bloomberg.com/news/2011-03-18/jpmorgan-leads-22-billion-increase-in-payouts-buybacks-after-fed-review.html Questions for discussion:Â What does this report suggest about the state of affairs at JPMorgan and possibly other institutions? Does… Read more »
Why 2011 May Be the End of the Housing Crash
Description: Source: Marketwatch.com – video report Date: 03/01/2011 Link: http://www.marketwatch.com/video/asset/why-2011-may-be-the-end-of-the-housing-crash/9A7D3C38-BBDD-4DCF-8C8D-41A080E3969B Questions for discussion: Summarize the analysis and metrics used to argue that housing might be turning around this year. Do you agree with the analysis presented? Why did prices collapse so abruptly and why might that not happen now? Instead of actually buying a house,… Read more »
Nokia and Microsoft hook up
Description: The software and phone giants have teamed together to compete in the Smartphone market against Apple and other rivals. Source: CNNMoney.com – video report Date: 02/11/2011 Link: http://money.cnn.com/video/news/2011/02/11/n_nokia_ms_quest.cnnmoney/ Questions for discussion: Do you believe this collaborative effort will prove to be successful? How can this arrangement help cash flow and budgeting concerns for Nokia?… Read more »
U.S. housing market going private
Description: Let the great unwind begin. A report released by the Obama administration on Friday laid out a plan to reform the American housing finance market, saying the government should be more focused on oversight and consumer protection rather than direct involvement. Source: BNN.com – video report Date: 02/11/2011 Link: http://www.bnn.ca/News/2011/2/11/US-housing-market-going-private.aspx Questions for discussion: Summarize… Read more »
Volcker Rule May Work, Even if Vague
Description:  Paul A. Volcker is a giant of financial history. He played a behind-the-scenes role when the United States abandoned the gold standard in 1971. He restored credibility to the Federal Reserve and slew inflation a decade later. Source: NYTimes.com  Date: 01/20/2011 Link: http://www.nytimes.com/2011/01/21/business/21norris.html?ref=business Questions for discussion: Summarize the report and the meaning of… Read more »
JPMorgan Posts Strong Profit as Crisis Fades
Description: JPMorgan Chase kicked off the banking industry’s earnings season on Friday with news that its profits surged 48 percent last year amid signs that consumers and businesses had slowly regained their balance in the aftermath of the financial crisis. Source: NYTimes.com  Date: 01/14/2011 Link: http://dealbook.nytimes.com/2011/01/14/jpmorgans-fourth-quarter-profits-rise-47-to-4-8-billion/?ref=business Questions for discussion: Summarize the explanation for the… Read more »
