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

Description: Now that 2010’s Fortune 500 list is out, Techmate debates which companies are likely to rise or fall on the list in 2015.

Source: CNNMoney.com – video report

Date: 04/16/2010

Link: http://money.cnn.com/video/technology/2010/04/16/tm_fortune_500_5yrs.fortune/

Questions for discussion:

  • Do you agree with the analysis presented?
  • Which other companies do you think offer good chance for capiatl growth?

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

Description:  Bank analyst Meredith Whitney predicts more foreclosures are on the way and the housing market will not rebound smoothly.

Source: CNNMoney.com – video report
 
Date: 04/08/2010

Link: http://money.cnn.com/video/fortune/2010/04/08/f_sl_meredith_whitney_housing.fortune/

Questions for discussion:

  • Do you agree with the predictions made by bank analyst Meredith Whitney?
  • What investing strategy would make sense if she is right?
  • How should bank stocks and other businesses that are highly associated with the housing market be played by investors?
  • How should corporate financial managers of these firm deal with her prediction if they agree? or disagree?

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

Description:  Alan Greenspan defends keeping interest rates low. Readers of ‘The Buzz’ weigh in on who they think is responsible.

Source: CNNMoney.com – video report
 
Date: 04/07/2010

Link: http://money.cnn.com/video/news/2010/04/07/n_bz_housing_bubble_blame.cnnmoney/

Questions for discussion:

Summarize the arguments for who is to blame for the crisis.

  • How would you apportion blame?
  • Present arguments in defence of each target of blame.
  • Going forward from our understanding of the effects of a low-interest policy, what lessons are there here for corporate financial planners?

Posted by & filed under Governments & Regulators.

Description: Signals from the two capitals of Beijing and Washington have convinced experts that China will ease its currency’s peg to the U.S. dollar, although the timing of the move and the details of new regime remain unknown.

Source: Marketwatch.com
 
Date: 04/08/2010

Link: http://www.marketwatch.com/story/pboc-advisor-urges-managed-float-for-yuan-2010-04-08?siteid=nwtwk

Questions for discussion:

  • Summarize the explanations offered for changes to the future value of the Yuan?
  • What is your prediction? Explain your thinking.
  • How should currency traders respond to the information presented in this article?
  • How should corporate financial managers dealing with the Yuan respond?

Posted by & filed under Governments & Regulators, Management Issues.

Description: Merrill Lynch & Co. units now owned by Bank of America Corp. won dismissal of claims in a lawsuit filed by MBIA Inc. last year over protection sold against mortgage-debt defaults.

Source: Bloomberg.com

Date: 04/10/2010

Link: http://www.bloomberg.com/apps/news?pid=20601208&sid=ac_igSnXiHDw

Questions for discussion:

  • What is the significance of the judge’s decision in this case?
  • What are the broader implications for financial institutions?
  • What does this article suggest to you about the use of the courts as a means to enforce regulated practices?
  • How might financial managers be expected to react to these legal procedures and outcomes?

Posted by & filed under Governments & Regulators, Management Issues.

Description: AROUND the time that Apple Computer was making it big in California, Andrey Shtorkh was getting a first-hand look at the Soviet approach to high tech: he guarded the fence keeping scientists inside Sverdlovsk-45, one of the country’s secret scientific cities, deep in the Ural Mountains.

Source: NYTimes.com

Date: 04/10/2010

Link: http://www.nytimes.com/2010/04/11/business/global/11russia.html?ref=business

Questions for discussion:

  • What does this article suggest about changing attitudes towards business investment and entrepreneurialism in Russia?
  • Do you believe the movement described here is genuine and sustainable?

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

Description:  Armchair investors may soon be able to bet real money on how films perform at the box office.

Source: CNNMoney.com – video report
 
Date: 04/02/2010

Link: http://money.cnn.com/video/news/2010/04/02/n_hollywood_futures.cnnmoney/

Questions for discussion:

  • How is this market similar to a conventional futures market such as one for gold?
  • What risk is at play for investors?
  • How can this risk be quantified?
  • Would you recommend this sort of investment? Explain your reasoning.
  • Should government regulatory bodies be concerned with this market?

Posted by & filed under Economic Analysis, Financial analysis.

Description:  As the economy improves, rate hikes loom, says Michael Cuggino, manager of the Permanent Portfolio fund family. He tells Jonathan Burton how stock and bond investors can blunt the impact of rising rates and take advantage of global growth.

Source: Marketwatch.com – video report
 
Date: 03/31/2010

Link: http://www.marketwatch.com/video/asset/where-to-invest-when-rates-rise/2F40294E-9670-4996-93C6-F8553FE0AFE3

Questions for discussion:

  • Summarize the main opinions presented by Michael Cuggino.
  • Do you agree with his views?
  • What investment strategies would you recommend for the next three months?

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

Description:  A handful of Wall Street banks have become more powerful and influential during in the financial crisis. Simon Johnson, author of the new book “13 Bankers,” argues that minding banks too big to fail isn’t enough. He tells columnist David Weidner that big banks need to be broken up into pieces “small enough to fail.”

Source: Marketwatch.com – video report
 
Date: 03/31/2010

 Link: http://www.marketwatch.com/video/asset/wall-street-more-powerful-than-before-the-crisis/E67F958A-8DC5-4864-8BC2-CA4BAB21E97E

Questions for discussion:

  • Summarize the arguments presented by Simon Johnson?
  • Do you agree with his recommendations for change to the banking industry?

Posted by & filed under Management Issues.

Description: Emerging standard calls for directors to win backing of a majority of investors

Source: Marketwatch.com

Date: 04/02/2010

Link: http://www.marketwatch.com/story/more-anger-expected-to-color-annual-meeting-season-2010-04-02?siteid=nwtwk

Questions for discussion:

  • Do you think retail shareholders are more likely to exercise their voting power in the future?
  • How can corporate financial managers be expected to react?