Posted by & filed under Company Analysis, Financial analysis, Industry Analysis, Management Issues.

Description: Can Wall Street can still be home to a successful, long-serving, largely noncontroversial chief executive officer? An UnBlankfein? Or AntiPandit?

Source: Businessweek.com

Date: Oct 26, 2012

Link:  http://www.businessweek.com/articles/2012-10-26/a-bank-ceo-thrives-far-from-wall-street#r=hp-lst

Questions for Discussions:

  • What does this report say about the banking industry, leadership, and financial performance?

 

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

Description:  The mother of China’s prime minister was a schoolteacher in northern China. His father was ordered to tend pigs in one of Mao’s political campaigns. And during childhood, “my family was extremely poor,” the prime minister, Wen Jiabao, said in a speech last year.

Source:  NYTimes.com

Date: Oct 25, 2012

Link:  http://www.nytimes.com/2012/10/26/business/global/family-of-wen-jiabao-holds-a-hidden-fortune-in-china.html?ref=business

Questions for Discussions:

  • What does this article have to say about the relationship between government officials and businesses in China?
  • How different do you think this behavior is in other parts of the world?
  • Is there a solution that can control this sort of behavior?

 

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

Description: Southwest Airlines’ Gary Kelly says the outlook for fuel prices in the fourth quarter is getting worse.

Source: CNNMoney.com – video report

Date: Oct 18, 2012

Link: http://money.cnn.com/video/news/2012/10/18/n-southwest-gary-kelly.cnnmoney/

Questions for Discussions:

  • Summarize the state of business affairs at Southwest.
  • How is Gary Kelly planning to deal with rising fuel costs over the next few years?
  • Would you be an investor in this firm?

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

Description: Actor, economist and author Ben Stein on The News Hub discusses steps you can take to really ruin your financial life. Photo: AP.

Source: Moneywatch.com – video report

Date: Oct 18, 2012

Link: http://on.wsj.com/Tkfhe0

Questions for Discussions:

  • Summarize the advice presented by Ben Stein.
  • Do you agree with his analysis and recommendations for individuals?

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation.

Description:  Sell. That’s the message from some financial advisers, who are telling wealthy clients that the remainder of 2012 amounts to a last-chance sale on federal tax rates. Taxes are set to rise in January in the U.S., pushing the top rate on dividends to 43.4 percent from 15 percent and the top rate on capital gains to 23.8 percent from 15 percent.

Source: Bloomberg.com

Date: Oct 19, 2012

Link:  http://www.bloomberg.com/news/2012-10-19/wealthy-advised-to-sell-for-gains-before-unfriendly-2013.html

Questions for Discussions:

  • Explain the reasons for the motivation to sell now.
  • How do you think this thinking might affect the markets as we approach the end of the year?
  • What would you advise investors to do?

Posted by & filed under Financial analysis.

Description:  About nine years ago, Joe Lonsdale started working at Clarium Capital Management, the hedge fund of billionaire technology investor Peter Thiel. Lonsdale was fresh out of Stanford University and had little practical experience in finance, but found himself consulting on Thiel’s early investment in Facebook (FB) and overseeing projects for Clarium’s other holdings. On the side he dabbled with a handful of his own ventures—a restaurant, a Nascar magazine, and an outfit that built software for spies.

Source: Businessweek.com

Date: Oct 18, 2012

Link:  http://www.businessweek.com/articles/2012-10-18/addepars-software-for-the-super-rich#r=hpt-ls

Questions for Discussions:

  • How is Addepar better than other software programs?
  • What are the analytical capabilities that are built in for financial analysis?

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

Description:  U.S. earnings started the quarter on the wrong foot, and things have only gotten worse.

Source: Reuters.com

Date: Oct 19, 2012

Link:  http://www.reuters.com/article/2012/10/20/us-usa-stocks-weekahead-idUSBRE89J00620121020

Questions for Discussions:

  • Summarize the concerns over earnings being reported.
  • How should investors interpret these reports?
  • What will the affect be on stock prices, in your opinion?
  • How will the markets respond, in your opinion?

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

Description:  IMF Director Christine Lagarde says global markets don’t want just a short-term fix to America’s fiscal cliff.

Source: CNNMoney.com – video report

Date: Oct 11, 2012

Link: http://money.cnn.com/video/news/2012/10/11/n-imf-christine-lagarde-america-fiscal-clif.cnnmoney/

Questions for Discussions:

  • What are Christine Lagarde’s concerns over the US “fiscal cliff”?
  • Do you believe markets have factored in a real possibility of another crisis?
  • How would you rate the chances of a crisis?
  • How should investors prepare for such a possibility?

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

Description: The head of India’s’largest private bank says her country’s’demographics and consumer-driven growth model will buoy lending despite troubles abroad.

Source: Moneywatch.com – video report

Date: Oct 12, 2012

Link: http://on.wsj.com/SWln47

Questions for Discussions:

  • What does this report have to say about ICICI Bank and the banking sector in India?
  • What does the growth rate of ICICI suggest about business development in general?
  • Would you be an investor in ICICI?

Posted by & filed under Company Analysis, Financial analysis.

Description:  Carl Icahn, the billionaire activist investor, offered to buy Oshkosh Corp. (OSK) for about $3 billion, saying the supplier of military vehicles’ management has failed to deliver on pledges to improve profitability.

Source: Businessweek.com

Date: Oct 11, 2012

Link:  http://www.businessweek.com/news/2012-10-11/icahn-makes-offer-to-acquire-oshkosh-in-3-billion-deal#r=bloomberg

Questions for Discussions:

  • What are the financial and the managerial issues the firm is dealing with?
  • Do you think the complaints levied against management are justified?
  • Do you consider the current offer worthy of consideration by the firm?
  • What would you advise shareholders?