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

Description: Small businesses in metro New York are still having trouble borrowing, according to a new poll released today by the Federal Reserve Bank of New York.

Source: Businessweek.com

Date: Aug 15, 2012

Link: http://www.businessweek.com/articles/2012-08-14/small-biz-still-credit-crunched-new-york-fed-poll-says#r=nav-img

Questions for Discussions:

  • What does this report say about the state of small business borrowing?
  • Can you offer additional explanations for this situation?
  • Do you believe this situation applies across the country to small business in general?
  • What does this mean in economic terms?

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

Description: Stocks approached their highest levels of the year on Friday in the wake of some mildly encouraging economic data, closing out their sixth-straight positive week.

Source: NYTimes.com

Date: Aug 17, 2012

Link: http://www.nytimes.com/2012/08/18/business/daily-stock-market-activity.html?ref=business

Questions for Discussions:

  • Summarize the summer activity in stock markets.
  • Do you agree with the explanations provided for this behavior?
  • Where do you think markets are headed as the presidential election approaches?

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

Description:  Investors in once-hot social media stocks such as Facebook, Zynga and Groupon have gotten some painful lessons on the effects of supply and demand, which analysts say may hurt other Web firms contemplating an initial public offering.

Source: Marketwatch.com

Date: Aug 17, 2012

Link:  http://www.marketwatch.com/story/facebook-zynga-and-groupon-unlock-pain-2012-08-17

Questions for Discussions:

  • What does the report say about the effect on investor psychology? Do you agree?
  • Do you agree, as suggested, lock-up rules for selling should be changed?

 

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

Description: WSJ’s Nick Timiraos stops by Mean Street to discuss Fannie Mae’s second-quarter profit, another indication of an improving U.S. housing recovery. (Photo: AP)

Source: CNNMoney.com – video report

Date: Aug 08, 2012

Link: http://live.wsj.com/video/is-the-housing-sector-finally-on-a-recovery-path/01AC489A-3945-4D1D-A66C-9A9E6443E48E.html

Questions for Discussions:

  • Summarize commentary in this report about the housing and mortgage markets.
  • Do the current trends suggest the end of the crisis?
  • What do you think is going on in the housing market?
  • What should the role of government be in the mortgage market?

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

Description: WSJ’s Matt Phillips stops by Mean Street to mark five years since the global credit crunch which sent the global economy into a tailspin. (Photo: Reuters)

Source: Marketwatch.com – video report

Date: Aug 09, 2012

Link: http://live.wsj.com/video/happy-fifth-birthday-financial-crisis/2F60CB68-CE72-4D21-B7AF-099008A6D84C.html

Questions for Discussions:

  • Summarize the history of the financial crisis as reported.
  • What do you think was the critical event that triggered the collapse?

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

Description: It’s the dog days of summer, and Facebook’s (FB) stock price is locked in the kennel. Investors are obsessing over everything that’s wrong with the social network. Mark Zuckerberg hasn’t figured out how to make money on smartphones. Several million of its nearly 1 billion active accounts are duplicates, according to the company, and another few million may actually represent businesses or automated software bots—or even pets. Employees will soon be free to sell their shares en masse. Top executives are leaving. And on and on.

Source: Businessweek.com

Date: Aug 09, 2012

Link: http://www.businessweek.com/articles/2012-08-09/the-markets-facebook-freakout#r=nav

Questions for Discussions:

  • Why has Facebook fallen so dramatically in value, according to the report?
  • Do you believe it is justified?
  • What would trigger investor interest?
  • How risky is a purchase of Facebook today?

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

Description: By saying in a regulatory filing that investors may not get cash back from the Alibaba transaction, Yahoo Inc.’s new chief executive sends the company’s shares lower after hours and stirs up chatter about a major M&A deal.

Source: Marketwatch.com

Date: Aug 09, 2012

Link: http://www.marketwatch.com/story/yahoos-mayer-sends-a-strange-signal-2012-08-09

Questions for Discussions:

  • Summarize the activity surrounding Yahoo!
  • Do you agree with the speculation and commentary about what management might be preparing, in terms of M&A?
  • What would your advice be to management?

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

Description:  Large-cap growth shares guide investors through rocky market

Source: Marketwatch.com

Date: Aug 10, 2012

Link:  http://www.marketwatch.com/story/biggest-dividend-paying-stocks-are-still-the-best-2012-08-10?dist=afterbell

Questions for Discussions:

  • What does the report say about dividend paying stocks and their size?
  • What are the advantages to investors?

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

Description: Panasonic North America CEO says that foreign companies need political consistency and tax incentives to invest in the U.S.

Source: CNNMoney.com – video report

Date: Aug 02, 2012

Link: http://money.cnn.com/video/news/2012/08/02/n-panasonic-manufacturing-jobs.cnnmoney/

Questions for Discussions:

  • Summarize commentary in this report about direct foreign investment.
  • Do you agree with the assessment?
  • How is globalization a factor?
  • What advice would you direct at business leaders?

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

Description: What does Warren Buffett see that no one else does? He just made an outsize bid on ResCap loans, the latest example of his bet that the housing market represents a great investment opportunity. Joe Light has details on The News Hub. Photo: Bloomberg.

Source: Marketwatch.com – video report

Date: July 31, 2012

Link: http://live.wsj.com/video/why-buffett-is-betting-big-on-housing/432BAEE2-88DB-4382-9496-2DA9F86E3047.html

Questions for Discussions:

  • What are the indicators that suggest new housing construction is on the way back up?
  • What might explain why the purchase of new housing is preferred over the supply of pre-owned?
  • Would you be a buyer of building firms today and if so, which ones?