BullHorn: Can you see past the hype?

Posted by & filed under Company Analysis, Market Analysis.

Description: All electronics are hyped at CES, so pick the best ones. Rare metals are risky, while railroads are a solid bet. Source:  CNNMoney.com – video report Date: 01/07/2011 Link: http://money.cnn.com/video/markets/2011/01/07/mkts_bh_ces_metals_rail.cnnmoney/ Questions for discussion: Summarize the opinions presented in this report. Do you agree with them? Which of the stocks mentioned would present the greatest… Read more »

After a Long Ascent, Turbulence for Bonds

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

Description: WHEN the stock market plummeted in 2008, investors began to pour money into bond mutual funds, which generally performed quite well — at least until this past December. Source:  NYTimes.com   Date: 01/08/2011 Link: http://www.nytimes.com/2011/01/09/business/mutfund/09bond.html?ref=mutfund Questions for discussion:    Summarize performance of bonds over the last 12 months. How have investors behaved recently? Strategically… Read more »

Why Investor Optimism May Be a Red Flag

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

Description:  NOW that the market has risen, investors are becoming optimistic again about stocks. There are many signs of this. The American Association of Individual Investors, for example, reports that most investors now describe themselves as bullish, versus just 20 percent in July. Source:  NYTimes.com   Date: 12/25/2010 Link: http://www.nytimes.com/2010/12/26/your-money/26fund.html?ref=business Questions for discussion:  Summarize the… Read more »

Legendary investor Jim Rogers on China

Posted by & filed under Market Analysis.

Description: The financier remains bullish on China saying despite a real estate bubble, there are ‘better thing to come’ for the country. Source:  CNNMoney.com – video report Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/21/n_taylor_jim_rogers_chat.cnnmoney/ Questions for discussion: Summarize the opinions expressed by Jim Rogers in this report? Do you agree with his views? Would you be an investor… Read more »

Money market manager’s picks for 2011

Posted by & filed under Market Analysis.

Description: Credit card companies, commodities, IT sector and more – check out what top fund managers will be buying in 2011. Source:  CNNMoney.com – video report Date: 12/15/2010 Link: http://money.cnn.com/video/news/2010/12/09/f_investor_guide_picks.fortune/ Questions for discussion: Summarize the different investing strategies presented in this report? What is the basic thinking that is guiding each analyst? Do you agree… Read more »

Stocks Rising 17% Since Bernanke Disclosed QE2 Disarms Fed’s Worst Critics

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

Description: Republican leaders in Congress say they have “deep concerns” about Ben S. Bernanke’s second round of quantitative easing. The U.S. stock and credit markets don’t share those reservations. Source: Bloomberg.com   Date: 12/17/2010 Link: http://www.bloomberg.com/news/2010-12-17/stocks-rising-17-since-bernanke-disclosed-qe2-disarms-fed-s-worst-critics.html Questions for discussion:  Why have the markets reacted as they have since the beginning of quantitative easing by the… Read more »

U.S. Stocks Gain as Commodities Rally Offsets Jobs Data

Posted by & filed under Economic Analysis, Market Analysis.

Description: Bloomberg’s Deborah Kostroun reports on the performance of the U.S. equity market today. U.S. stocks rose, extending the biggest weekly gain in a month, as a rally in energy and metals producers after the dollar fell offset concern that slower-than-estimated growth in payrolls will hamper the economy. Bloomberg’s Pimm Fox also speaks. Source: Bloomberg.com… Read more »

Forget Hemlines. Ties May Be the New Indicator

Posted by & filed under Financial analysis, Market Analysis.

Description:  Armed with renewed confidence, men are heading to stores in greater numbers this season. Source:  Businessweek.com   Date: 12/02/2010 Link: http://www.businessweek.com/magazine/content/10_50/b4207025554860.htm Questions for discussion:  What is the economic significance of the increased spending on men’s suits? What is thinking that would suggest a correlation exists between men spending behavior and the overall economy?

Mistakes Investors Are Making Now

Posted by & filed under Market Analysis.

Description: Financial advisers say their clients are living in the past, fearful of another market collapse: They’re reluctant to invest in stocks, and they’re too heavily focused on bonds. Those are serious mistakes, advisers say. Stacey Delo reports. Source:  Marketwatch.com – video report Date: 11/15/2010 Link: http://www.marketwatch.com/video/asset/mistakes-investors-are-making-now/49483371-66DF-4BF2-8216-E41F33C0D6E9 Questions for discussion:  Summarize the key points presented… Read more »

News Hub: Does Market-Timing Beat Buy-And Hold?

Posted by & filed under Market Analysis.

Description: WSJ’s Ben Levisohn and SmartMoney’s Bob Rose discuss whether it makes more sense in the current investing climate to seek a market-timing portfolio instead of traditionally recommended buy-and-hold investments. Source:  Marketwatch.com – video report Date: 11/12/2010 Link: http://www.marketwatch.com/video/asset/news-hub-does-market-timing-beat-buy-and-hold/E29070D3-F73A-4914-897D-675CB2F91A85 Questions for discussion:  Summarize the key points presented in the report. Do you agree with the… Read more »