Posted by & filed under Financial analysis.

Description:  Palm’s future already looked bleak. But after reporting worse than expected results for the third quarter Thursday, some analysts think the company’s stock is now essentially worthless.

Source: CNNMoney.com
 
Date: 03/19/2010

Link: http://money.cnn.com/2010/03/19/technology/palm_target_price_zero/index.htm

Questions for discussion:

  • Summarize the reasons for Palm’s demise.
  • Do believe there is any hope for the stock?
  • How would you approach this stock to make a short-term play?

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

Description:  Councils, advisors, consultants, even an art auctioneer get hefty compensation for cleaning up the firm’s books.

Source: CNNMoney.com – video report
 
Date: 03/12/2010

Link: http://money.cnn.com/video/fortune/2010/03/12/f_sl_lehman_fees.fortune/

Questions for discussion:

  • Summarize the possible claims against Lehman.
  • Explain why criminal proceedings against individuals or organizations might be in order?
  • Explain the lessons learned by the failure of Lehman.

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

Description:  Unraveling the biggest-ever U.S. bankruptcy case isn’t cheap. A report released Thursday by the examiner in the Lehman Brothers Chapter 11 case exposed the games the defunct investment bank’s executives played to stay in Wall Street’s good graces

Source: CNNMoney.com
 
Date: 03/12/2010

Link:
http://money.cnn.com/2010/03/12/news/companies/lehman.fees.fortune/?section=magazines_fortune

Questions for discussion:

  • How does the Sarbanes-Oxley Act, which holds executives responsible for the integrity of their firms’ accounting, relate to the possible legal actions against CEO Dick Fuld and others?
  • Do you agree that the costs associated with “establishing the facts that can be used in both civil and criminal litigation, the 2,200-page report will likely more than make up for its costs”?
  • Do you believe that the report will contribute to better government or industry regulation in the future?

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

Description:  China could allow its currency to begin appreciating against the U.S. dollar within the next month, as Beijing responds to growing pressure from Washington to allow its currency to trade more freely, according to analysts.

Source: Marketwatch.com
 
Date: 03/12/2010

Link: http://www.marketwatch.com/story/china-may-let-yuan-rise-next-month-2010-03-12?siteid=nwtwk

Questions for discussion:

  • Summarize the reasons one can expect a rise in the yuan.
  • What do you believe will happen?
  • Will this be good or bad news for the global economy?

Posted by & filed under Industry Analysis.

Description: MEN and women invest differently, a growing body of research has found. And in at least one important respect, women may be better at it.

Source: NYTimes.com

Date: 03/12/2010

Link: http://www.nytimes.com/2010/03/14/business/14mark.html?ref=business

Questions for discussion:

  • How are men and women investors different from each other?
  • What lessons are there that each gender can learn from the other?
  • What lessons are there here for investment dealers?

Posted by & filed under Industry Analysis.

Description: Private-equity firms looking to buy retail and consumer companies said they’re now able to finance deals and pay reasonable prices after the credit crisis and global recession triggered a buyout slump.

Source: Bloomberg.com

Date: 03/12/2010

Link: http://www.bloomberg.com/apps/news?pid=20601109&sid=a1CarvonDlcU&pos=15

Questions for discussion:

  • Does this news bode well for the economy?
  • What has changed in this industry since the financial crisis ended?
  • How do you think the industry will perform over the next year or so?

Posted by & filed under Governments & Regulators.

Description:  Director of the SEC’s division of Risk, Strategy, and Financial Innovation Henry Hu maps out how credit default swaps work.

Source: CNNMoney.com – video report
 
Date: 03/05/2010

Link: http://money.cnn.com/video/markets/2010/03/04/mkts_ss_sec_white_board.cnnmoney/

Questions for discussion:

  • Summarize the financial arrangements between banks, companies, and investors that define credit default swaps.
  •  What is the problem, if any?
  • Should there be regulation of this market and if so, what should it involve?

Posted by & filed under Company Analysis.

Description:  Fox Business anchor Cody Willard explains to Simon Constable why Apple stock looks like a bargain.

Source: Marketwatch – video report
 
Date: 03/02/2010

 Link: http://www.marketwatch.com/video/asset/apple-shares-look-cheap/48253F92-DAD8-4FC5-8B02-1473F7519FA2

Questions for discussion:

  • Summarize the reasons given for the evaluation of Apple.
  • Do you agree with the evaluation?
  • Explain why you would or would not be a buyer at this time?

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

Description:  A wakeup call for Greece and the euro. WSJ’s Andy Jordan and Joe Parkinson report from Athens on the threat of a potentially contagious debt crisis and the moral hazard of bailing out a country with bad fiscal habits.

Source: Marketwatch – video report
 
Date: 03/02/2010

Link: http://www.marketwatch.com/video/asset/greece-on-the-brink-anatomy-of-a-debt-crisis/5AEAD5AC-6C7E-424C-BF51-FA0A40B350C9 

Questions for discussion:

  • What is your view of the arguments presented in this report?
  • What direction do you believe governments will go to deal with the problem?
  • How do you think this will affect investment decisions in Europe and Greece, in particular?
  • What impact will this have on the value of the Euro?
  • How should investors deal with the situation?

Posted by & filed under Governments & Regulators.

Description:  Economists have long been predicting commercial real estate could be the next day of reckoning for the financial markets, with a wave of defaults looming as billions of dollars in troubled loans come due in the coming months. But a little-noticed bill introduced in January could help bring a new source of desperately-needed liquidity to the sector: foreign investment.

Source: CNNMoney.com
 
Date: 03/05/2010

Link: http://money.cnn.com/2010/03/05/real_estate/commercial_real_estate.fortune/index.htm

Questions for discussion:

  • According to this article, how do taxation and government regulations affect planning by foreign and domestic investors?
  • What are the consequences of these changes to foreign investment in real estate?
  • Do you agree or disagree with this approach?