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

Description:     Barrons.com Stocks Editor Bob O’Brien makes a stop on Mean Street to discuss the relationship between the European debt crisis and the U.S. economy.

Source: Moneywatch.com – video report

Date: 11/07/2011

Link:  http://www.marketwatch.com/video/asset/europe-impact-on-us-stocks/0F5C104D-4734-404D-BED8-E6A1618F8A1E

Questions for discussion:

  • Summarize the reasons presented for concern over the European debt crisis.
  • How is the global economy affected by the situation?
  • Do you agree with the commentary presented?
  • What do you think will happen over the next 12 months?

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

Description: The allure of gold is thousands of years old, but nowadays the precious metal has a youthful look. Gold’s spectacular, decade-long run, coupled with the sovereign-debt crisis in Europe, an uncertain outlook for the U.S. dollar, and worries of worldwide recession, has tapped a new vein of investors in their 20s and 30s.

Source:  Marketwatch.com

Date: 11/11/2011

Link:   http://www.marketwatch.com/story/new-gold-bugs-are-young-and-restless-2011-11-11

Questions for discussion:

  • Explain the appeal of gold to these investors.
  • Is their thinking about the long term value of gold sound?

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

Description:  An inside look at the real reasons for the once-beloved chain’s demise

Source: Businessweek.com

Date: 11/10/2011

Link:  http://www.businessweek.com/magazine/the-end-of-borders-and-the-future-of-books-11102011.html

Questions for discussion:

  • Summarize the key points in this report.
  • What lessons are there here for financial managers to learn from the mistakes made?

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

Description:  Walt Disney Co. (DIS), the world’s biggest theme-park operator and owner of ESPN, posted a 30 percent gain in fourth-quarter profit, beating analysts’ estimates on growth in cable TV and at U.S. resorts.

Source:  Bloomberg.com

Date: 11/11/2011

Link:  http://www.bloomberg.com/news/2011-11-10/disney-profit-beats-estimates-on-parks-cable-network-growth-shares-jump.html

Questions for discussion:

  • Summarize the recent performance of the various Disney operations?
  • Do these results suggest possible similar performances at other businesses or industries?
  • What should investors do at this time?

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

Description:  In his On the Mark segment, Evan Newmark says Friday’s Groupon IPO should be waded through with caution by investors, because it is another example of Wall Street shenanigans.

Source: Marketwatch.com – video report

Date: 11/04/2011

Link:  http://www.marketwatch.com/video/asset/groupon-investor-beware/5DE4D58B-F543-470C-880B-4F2183A8AE19

Questions for discussion:

  • Summarize the reasons presented why investors should stay away from this stock.
  • Do you believe the rocket rise in IPO launch-value motivates investors to enter the stock market or keeps them away?

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

Description:     Author and economist Ben Stein tells Mean Street host Evan Newmark the Occupy Wall Street protesters still do not appear to have a mission and “are not doing anything useful.” He offers them advice to advance their cause. AP Photo.

 

Questions for discussion:

  • Do you agree with the commentary presented by Ben Stein?

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

Description: Investment moves for those who think now is a time to buy

Source:  Marketwatch.com

Date: 11/04/2011

Link:   http://www.marketwatch.com/story/why-housing-deserves-a-home-in-your-portfolio-2011-11-04

Questions for discussion:

  • Do you believe it is a good time for investors to buy stocks of companies connected to the construction industry?
  • Do you think it is a good time for individuals to buy residential real estate for personal use?

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

Description:  Unlocking vast reserves of shale gas could solve the energy crisis, the jobs crisis, and the deficit. Now, about fracking’s safety …

Source: Businessweek.com

Date: 11/03/2011

Link:  http://www.businessweek.com/magazine/could-shale-gas-reignite-the-us-economy-11032011.html

Questions for discussion:

Summarize the key points in this report?

  • What are the economic forces at play favoring development of shale gas?
  • What are the forces at play against?
  • Do you believe the industry will be successful in persuading the population and government regulators to allow development to move forward?
  • How can the industry improve its chances for securing permission to develop this resource?

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

Description:  Apple Inc. (AAPL), seeking to retain its management team in the wake of former Chief Executive Officer Steve Jobs’s death last month, gave $60 million restricted-stock grants to most of its senior vice presidents.

Source:  Bloomberg.com

Date: 11/04/2011

Link:  http://www.bloomberg.com/news/2011-11-04/apple-doles-out-stock-grants-to-several-of-its-top-executives.html

Questions for discussion:

  • Do you believe this is a wise financial planning decision at Apple?
  • How do you think it will be received by other employees at the firm and by the stockholders?
  • Do you believe this is the sort of activity being protested by the “Occupy Wall Street” protesters?
  • How is it the same or different than what is being presented by protesters?

Posted by & filed under Market Analysis.

Description:  No one believed more fervently in China’s economic miracle than the residents of this pretty coastal city, which produces shoes, eyeglasses and cigarette lighters sold around the world. The good times of the past decade made many in Wenzhou rich, and residents repeatedly doubled their bets, pouring their earnings and more into stock markets and real estate.

Source:  GlobeandMail.com

Date: 11/05/2011

Link:  http://www.theglobeandmail.com/report-on-business/international-news/asian-pacific/chinas-vanishing-factory-bosses/article2226218/

Questions for discussion:

  • Summarize the analysis presented in the report.
  • How is this Chinese debt crisis similar to those in Europe and the U.S.?