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

Description: Prof. Jeremy Siegel of UPenn says the bull market is being driven by low interest rates, while bearish investor Jim Rogers says the rally is being boosted artificially by the Fed.

Source: CNNMoney.com – video report

Date: May 28, 2013

Link: http://money.cnn.com/video/investing/2013/05/28/investing-bulls-bears.cnnmoney/

Questions for Discussions:

  • Summarize the arguments presented by both experts.
  • What do you believe is going to happen over the next 12 months?

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

Description: Shares of Krispy Kreme surged after the doughnut maker reported stellar earnings. It’s having a great year too. So is rival Dunkin’ Brands.

Source: CNNMoney.com – video report

Date: May 31, 2013

Link: http://money.cnn.com/video/investing/2013/05/31/investing-the-buzz-krispy-kreme.cnnmoney/

Questions for Discussions:

  • Explain the spectacular return of the once bankrupt Krispy Kreme and other competitors mentioned in the report?
  • Are these stocks overvalued?

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

Description: Lions Gate Entertainment (LGF) posted its first annual profit in five years late Thursday, as young adults rushed theaters for The Hunger Games and The Twilight Saga—Breaking Dawn 2. But there was also a classic helping fuel those blockbuster results: DVD and Blu-ray sales.

Source: Businessweek.com

Date: May 31, 2013

Link: http://www.businessweek.com/articles/2013-05-31/twilight-fans-keep-lions-gates-dvd-business-alive#r=hpt-fs

Questions for Discussions:

  • What does the report say about how hard copies help sales at Lions Gate?
  • What does all of this suggest about the growth in revenue streams at entertainment firms like Lions Gate?

 

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

Description: Financial stocks were the highest performing sector in the S&P 500 in May, as the month comes to a close.  The Financial Select Sector SPDR Fund  XLF -0.20% , which tracks financial stocks in the S&P 500, was up 7.5% for the month, compared to half that in the broader market in the same period. In contrast, the U.S. Treasury bond yield curve has  have steepened, which analysts say is a good sign for bank profits.

Source: Marketwatch.com

Date: May 31, 2013

Link: http://blogs.marketwatch.com/thetell/2013/05/31/report-nothing-bankers-like-more-than-a-steepening-yield-curve/

Questions for Discussions:

  • What does the report argue is the relationship between financial stocks and the yield curve?
  • Does this make sense to you as well?
  • What can cause the predicted scenario to fall apart?

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

Description: AMERICAN investors have taken out more margin loans than ever before. That indicates that speculative investing has grown among retail investors, reaching levels that in the past indicated the market was getting to unsustainable levels and might be in for a fall.

Source: NYTimes.com

Date: May 31, 2013

Link: http://www.nytimes.com/2013/06/01/business/economy/shades-of-prerecession-borrowing.html?ref=business

Questions for Discussions:

  • What are the concerns related to the level of borrowing by retail investors?
  • Do you share those concerns?
  • Do you expect regulators to do anything about this situation?

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

Description: What happens when the Federal Reserve starts raising interest rates?

Source: WSJ.com – video report

Date: May 24, 2013

Link: http://on.wsj.com/19aZ4NG

Questions for Discussions:

  • What is the concern expressed in this report?
  • Do you think a rapid rise in interest rates is to be reasonably feared?
  • Do you think there will be a “rush for the exits” in interest rate sensitive stocks once the Fed indicates it intends to start raising them?

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

Description: Apple is being valued as a value-based company instead of the “creative leap” innovator it actually is, former Apple CEO John Sculley says.

Source: CNBC.com – video report

Date: May 20, 2013

Link: http://video.cnbc.com/gallery/?video=3000169903

Questions for Discussions:

Summarize the stock valuation placed on Apple by John Sculley.

Do you agree with his assessment of the stock as a technology leader? CT: Financial Analysis, Company Analysis, Industry Analysis, Growth & Valuation –

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

Description: Shares of the controversial retailer plunged on a lousy earnings report. Maybe the company would do better if it didn’t have such an exclusionary attitude.

Source: CNNMoney.com – video report

Date: May 24, 2013

Link: http://money.cnn.com/video/investing/2013/05/24/investing-the-buzz-abercrombie-fitch.cnnmoney/

Questions for Discussions:

  • Why did the stock fall?
  • Who is at fault?
  • Is this a buying opportunity?

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

Description: Hewlett-Packard Co. was the star on Wall Street Thursday, as the stock rallied on the tech giant’s results despite a broad market slump — closing the day with its biggest one-day gain in more than a decade.

Source: Marketwatch.com

Date: May 23, 2013

Link: http://www.marketwatch.com/story/h-p-rally-turnaround-or-sugar-high-2013-05-23?siteid=nwtwk

Questions for Discussions:

  • What is the basis for concern about the stock valuation?
  • How do analysts traditionally view cost cutting?
  • Do you think HP has greater growth potential going forward over the next year or so?
  • Would you be a buyer today?

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

Description: (MoneyWatch) The price of Treasury bonds fell sharply yesterday after Federal Reserve Chairman Ben Bernanke told Congress the Fed may cut the pace of bond purchases in the next few months if policymakers see indications of sustained economic growth. That pushed the benchmark 10-year Treasury note yield above 2 percent for the first time since March. It also raised fears about the damage that could be done to bond prices if rates rise.

Source: CBSNews.com

Date: May 23, 2013

Link: http://www.cbsnews.com/8301-505123_162-57585904/how-bernankes-testimony-affects-investors/?tag=nl.e713&s_cid=e713&ttag=e713

Questions for Discussions:

  • Summarize the investing advice provided in the article and the logic behind the arguments presented.
  • Do you agree with this assessment of the bond market and guidance for investors?