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

Description: Swan Wealth Advisors Director of Trading & Investments Mark Sebastian and Bloomberg’s Matt Miller discuss the state of the markets and investing in volatility in “On The Markets” on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Feb 20, 2014

Link: http://www.businessweek.com/videos/2014-02-20/are-the-markets-headed-for-another-huge-drop#r=nav-f-video

Questions for discussion:

  • Summarize the key metrics that highlight the analysis presented in this report.
  • Are you in agreement with this assessment?

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

Description: FORTUNE — September 15, 2008 was a watershed moment for the financial crisis that consigned much of the world to an economic malaise from which we are still recovering. That day, government officials hastily arranged a sale of investment bank Merrill Lynch to Bank of America, while another bank — Lehman Brothers — was allowed to file for bankruptcy.

Source: Fortune.com

Date: Feb 21, 2014

Link: http://finance.fortune.cnn.com/2014/02/21/federal-reserve-lehman-brothers/

Questions for discussion:

  • Summarize the highlights presented in this report.
  • Do you think the decisions taken were satisfactory?

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

Description: Less than two months into the year, gold miners have recouped more than a third of what they lost last year, and the rally may still have a lot more room to run.

Source: Marketwatch.com

Date: Feb 21, 2014

Link: http://www.marketwatch.com/story/gold-miners-stock-rally-has-just-begun-2014-02-21?dist=countdown

Questions for Discussions:

  • Summarize the financial analysis presented for gold and gold stocks.
  • Do you agree?
  • Would you be a buyer of gold or shares at this time?

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

Description: Poor Cisco. It was the only Dow stock to miss out on Tuesday’s Janet Yellen rally. With lackluster earnings due out after the bell, it’s no wonder investors are nervous.

Source: CNNMoney.com – video report

Date: Feb 12, 2014

Link: http://money.cnn.com/video/investing/2014/02/12/investing-the-buzz-cisco-john-chambers-juniper-f5-palo-alto.cnnmoney/index.html

Questions for Discussions:

  • Explain Cisco’s stock price movements.
  • Why have investors moved away?
  • Would the company stock benefit from a merger or acquisition?

Posted by & filed under Company Analysis, Industry Analysis.

Description: De Beers CEO Phillipe Mellier says the hottest diamond markets in the world are the U.S. and China.

Source: CNNMoney.com – video report

Date: Feb 14, 2014

Link: http://money.cnn.com/video/news/2014/02/14/wbt-de-beers-group-ceo-phillipe-mellier-diamond-industry-valentines-day.cnnmoney/index.html

Questions for Discussions:

  • What is the state of the diamond market and De Beers in particular?
  • Would you be an investor is the industry?

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

Description: At the heart of the European debt crisis is the euro, the currency that ties together 17 countries in an intimate manner. So when one country teeters on the brink of financial collapse, the entire continent is at risk. How did such a flawed system come to be? Bloomberg Television and Jonathan Jarvis present “The European Debt Crisis Visualized.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Feb 11, 2014

Link: http://www.businessweek.com/videos/2014-02-11/the-european-debt-crisis-visualized

Questions for discussion:

  • Why was there agreement to create the European free trade zone and Euro currency?
  • How did Germany and Greece benefit from European monetary union and creation of the Euro?
  • What is the problem now for countries like Germany and Greece?
  • Why is it unlikely that the member countries will agree to fiscal policy controls?
  • Do you think the Euro can survive?

Posted by & filed under Management Issues.

Description: As the insensitive comments and sky-high salaries add up, it’s easy to start thinking that CEOs and other execs have completely lost touch with the lives of everyday Americans. Sadly, that’s likely the case.

Source: Fortune.com

Date: Feb 14, 2014

Link: http://management.fortune.cnn.com/2014/02/14/out-of-touch-ceos/

Questions for discussion:

  • Summarize the basic argument presented in this report.
  • Do you agree with the reporter’s presentation?
  • Prepare some arguments that support and others that oppose the two sides of this debate.

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation.

Description: When Time Warner and AOL announced the consummation of their private courtship in 2000, cable pioneer Ted Turner enthused that the deal felt “better than sex.” That marriage was so ill-fated, it turns out, that a male praying mantis might have exclaimed the same.

Source: Businessweek.com

Date: Feb 14, 2014

Link: http://www.businessweek.com/articles/2014-02-14/comcast-time-warner-cables-jolt-to-big-media#r=nav-r-story

Questions for Discussions:

  • Summarize the financial argument for Comcast’s acquisition.
  • Do you think the deal is a good one?
  • Would you be a buyer of Comcast shares?

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

Description: Apple stock is up on news that they are buying back stock. But what investors really want to see is a new line of innovative products.

Source: CNNMoney.com – video report

Date: Feb 07, 2014

Link: http://money.cnn.com/video/investing/2014/02/07/investing-buzz-apple-stock-buyback-tim-cook-carl-icahn-ibm-new-product-innovation.cnnmoney/index.html

Questions for Discussions:

  • Explain Apple’s stock price movements.
  • Have investors begun to think of Apple as another IBM?

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis.

Description: Bloomberg’s Paul Sweeney reports on Apple’s stock buyback on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Feb 07, 2014

Link: http://www.businessweek.com/videos/2014-02-07/why-did-apple-buy-14b-of-its-own-stock#r=nav-f-video

Questions for Discussions:

  • Summarize the interpretations of Apple’s decisions to buy back shares.
  • What do growth investors prefer to see at tech companies?
  • Why do you think Apple is reluctant to make an acquisition at this time?