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 »

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 »

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 »

Lowest Jobless Rate in 5 Years Raises Odds of a Fed Move

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

Description: After years of frustrating fits and starts in the wake of the financial crisis and the Great Recession, the United States economy finally appears to be generating jobs at a healthier, more sustainable pace that many analysts now think will continue into 2014. The official unemployment rate fell in November to its lowest level… Read more »

Carl Icahn clarifies his stock-caution comments as others downplay them

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

Description: Activist investor Carl Icahn has clarified his comments that contributed to pushing stocks to session lows on Monday. Source: MarketWatch.com Date: Nov 19, 2013 Link: http://blogs.marketwatch.com/thetell/2013/11/19/carl-icahn-clarifies-his-stock-caution-comments-as-others-downplay-them/ Questions for Discussions: What does the report say about investor reactions to comments by investors like Carl Icahn? Do you believe the markets are due for a correction?

Here’s a Twitter reality check

Posted by & filed under Company Analysis, Financial analysis, Market Analysis.

Description: Commentary: IPO was designed for opening-day pop, but just wait Source: MarketWatch.com Date: Nov 08, 2013 Link: http://www.marketwatch.com/story/04871c4c-48ac-11e3-adc2-00212803fad6/stitch?storyguid=f8424e86-4881-11e3-adc2-00212803fad6&siteid=nwtwk Questions for Discussions: Summarize the arguments against buying IPO stock. Do you agree with this assessment? Why do you suppose investors are readily drawn into them?