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

Description: Treasury Secretary Jack Lew has given Congress until the end of February to raise the debt ceiling. He’s juggling the nation’s finances using ‘extraordinary measures’ but those will only last so long.

Source: CNNMoney.com – video report

Date: Feb 07, 2014

Link: http://money.cnn.com/video/news/2014/02/07/n-debt-ceiling-jack-lew-treasury-end-of-february-deadline.cnnmoney/index.html 

Questions for Discussions:

  • Explain the debt ceiling issue?
  • Why is it likely that it will not come as close to a crisis as it has in the past?
  • What are the consequences if it does?
  • How should investors deal with this issue?

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

Description: More than a trillion dollars has been lost on paper since the year began. It was the worst January since 2009 and it was the worst February since 1933 prior to Friday’s rally. But let’s keep in mind the decline follows a P/E-multiple-led advance in the S&P 500 of more than 30% in 2013.

Source: FinancialPost.com

Date: Feb 07, 2014

Link: http://business.financialpost.com/2014/02/07/dont-despair-over-markets-decline-rosenberg/

Questions for Discussions:

  • Which metrics are considered most important for understanding stock market behavior?
  • What is the advice presented to investors in this report?

Posted by & filed under Management Issues.

Description: Naming your startup can be one of the hardest things to do when starting a company. Each founder must agree. The domain must be available to buy. Lastly, and perhaps most importantly, investors need to like it because the first letter of startup’s name has meaningful impact on how easily the company will be able to raise money. Whatever you do, don’t pick a name that starts with the letter J. Or K. Or Q. Instead, favor names beginning with T, O and A.

Source: Fortune.com

Date: Feb 07, 2014

Link: http://finance.fortune.cnn.com/2014/02/07/using-data-to-pick-the-optimal-start-up-name/?iid=SF_F_River

Questions for Discussions:

  • Can you explain the relationships presented in this report?
  • What are the implications of this analysis for investors?

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

Description: PEOPLE like to complain about banks popping up like Starbucks on every corner these days. But in poor neighborhoods, the phenomenon is quite the opposite: Over the past couple of decades, the banks have pulled out.

Source: NYTimes.com

Date: Feb 08, 2014

Link: http://www.nytimes.com/2014/02/08/opinion/the-post-office-banks-on-the-poor.html?hp&rref=opinion

Questions for Discussions:

  • Summarize the suggestion proposed for the post office in this article.
  • Do you agree with the idea?
  • Would the post office partnering with a bank make more sense?

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

Description: Shares of Mattel were pummeled after the toy maker reported a surprising drop in sales during the holiday shopping season.

Source: CNNMoney.com – video report

Date: Jan 31, 2014

Link: http://money.cnn.com/video/investing/2014/01/31/investing-the-buzz-mattel-toys-barbie-american-girl-disney.cnnmoney/index.html 

Questions for Discussions:

  • What is the connection between the stock market price of Mattel shares and sales performance during the holiday period?
  • Why do you think sales fell?
  • Do you think this is a general trend for toy manufacturers?
  • How should Mattel management respond?

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

Description: The airplane maker’s guidance spooked investors. But the turbulence could be brief. Boeing should cool off after soaring in 2013.

Source: CNNMoney.com – video report

Date: Jan 29, 2014

Link: http://money.cnn.com/video/investing/2014/01/29/i-b-boeing-stock-grounded.cnnmoney/index.html

Questions for Discussions:

  • Summarize the possible reasons for Boeing stock spooking investors?
  • What do you think is the reason?
  • What do you think about the stock as an investment today?

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

Description: President Barack Obama is in no hurry to decide whether construction of TransCanada Corp.’s $5.4 billion Keystone XL pipeline serves U.S. national interests, the next step in measuring its worthiness.

Source: Bloomberg.com

Date: Jan 31, 2014

Link: http://www.bloomberg.com/news/2014-01-31/obama-s-keystone-options-shrink-as-state-downplays-impact.html

Questions for Discussions:

  • Summarize the state of affairs surrounding the Keystone project to date.
  • Why is this decision so wrapped up in politics?
  • How do you think it will play out and how should investors deal with the options available?

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

Description: Some of the world’s largest oil companies are reporting pretty ugly earnings. Profits at Exxon Mobil (XOM), the biggest U.S. oil company, are down 27 percent off its worst fourth-quarter earnings in four years. Royal Dutch Shell (RDS.B), Europe’s biggest oil major, saw its profits tumble 48 percent.

Source: Businessweek.com

Date: Jan 31, 2014

Link: http://www.businessweek.com/articles/2014-01-31/big-oil-earnings-reports-reveal-big-production-problems#r=most%20popular

Questions for Discussions:

  • What are the problems facing Big oil?
  • What are the solutions?
  • How should investors deal with this phenomenon?

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

Description: Deja vu. That might be how some Apple (NASDAQ: AAPL  ) investors are feeling today. A year ago, Apple shed 11% after reporting fiscal first-quarter earnings with iPhone sales falling short of expectations. At the low this morning, Apple shares were down nearly $50, or 9%, after iPhone sales again came in shy. Both times, Apple set new all-time records of most of its pertinent metrics. Both times, it wasn’t enough.With shares flirting with $500 again, is it time to buy or time to panic?

Source: Fool.com

Date: Jan 28, 2014

Link: http://www.fool.com/investing/general/2014/01/28/apple-back-at-500-time-to-buy-or-time-to-panic.aspx

Questions for Discussions:

  • Summarize the assessment of Apple’s performance and share valuation.
  • Do you agree with the commentary?

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

Description: Investors shouldn’t stress about the ugly week for stocks. The market is coming off of huge gains in 2013 and there’s still decent growth in the U.S., Europe and Japan.

Source: CNNMoney.com – video report

Date: Jan 24, 2014

Link: http://money.cnn.com/video/investing/2014/01/24/investing-the-buzz-stocks-nyse-markets-china-turkey-argentina.cnnmoney/index.html

Questions for Discussions:

  • Why would a correction be a good thing?
  • Do you think this is a correction?