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

Description: SecondMarket and its ilk allow investors and employees—including Facebook’s—to convert pre-IPO shares into millions. But is it healthy for startups?

Source: Businessweek.com

Date: 04/21/2011

Link: http://www.businessweek.com/magazine/content/11_18/b4226070179043.htm

Questions for discussion:

  • Summarize the issues raised in the report.
  • What is your view about this behavior?
  • Should it be prohibited?

Posted by & filed under Governments & Regulators.

Description: Hey, rich folks! The American people are putting you on notice. They want you to pay higher taxes.

Source: CNNMoney.com

Date: 04/22/2011

Link:  http://money.cnn.com/2011/04/22/news/economy/budget_taxes_poll/index.htm

Questions for discussion:

  • How do you think an increase to income taxes for those in the top tax brackets would affect their investing decisions?
  • Do you believe it would substantially affect capital markets?
  • How would you approach solving the deficit problem and the growing national debt?

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

Description: DAVID CAMERON, the British prime minister, was in Brussels meeting the press last October when he took a few moments to make fun of the British Broadcasting Corporation. “Good to see that costs are being controlled everywhere,” Mr. Cameron said as he directed a mocking glance at three BBC correspondents, each from a different BBC program, covering his news conference. The implication: Considering that the BBC has agreed to freeze most of its public funding for six years, effectively sentencing itself to a 16 percent budget cut through 2017, it surely could have looked harder at its staffing needs for the event.

Source: NYTimes.com

Date: 04/23/2011

Link: http://www.nytimes.com/2011/04/24/business/media/24bbc.html?ref=business

Questions for discussion:

  • How should government approach the financing of public bodies, like the BBC?
  • Would a public/private arrangement be better than the current structure?
  • Which financial metrics should be employed to monitor the performance of the BBC besides top-level across the board budget cuts?
  • Should government be more directly involved in selecting how to allocate available funds?

Posted by & filed under Company Analysis, Management Issues.

Description: Google’s stock fell as earnings missed estimates and investors fear that new CEO Larry Page isn’t doing enough to keep up with Facebook.

Source: CNNMoney.com – video report

Date: 04/15/2011

Link: http://money.cnn.com/video/markets/2011/04/15/mkts_google_0415.cnnmoney/

Questions for discussion:

  • Summarize the reasons presented for Google’s drop in price?
  • How much do you think this is due to the change in management?
  • Would this represent a good time to enter or exit this stock?
  • Would you short the stock at this time?

Posted by & filed under Market Analysis.

Description: Cody Willard of MarketWatch’s Revolution Investing newsletter has four points you need to bear in mind to trade on earnings, particularly in technology, and talks about why he’s bullish on Google and Microsoft. Stacey Delo reports.

Source: Moneywatch.com – video report

Date: 04/12/2011

Link: http://www.marketwatch.com/video/asset/tips-for-trading-earnings/02CE7F7A-E8A7-47CB-BED0-122F6F8912D6

Questions for discussion:

  • Summarize the advice presented?
  • Do you agree?
  • How should investors be expected to behave in this environment?
  • What would you do about tech stocks – specifically Microsoft and Google?

Posted by & filed under Company Analysis, Financial Planning.

Description: America Online co-founder Steve Case, recasting himself as a venture capitalist, pledged to invest $200 million in fast-growing companies in 2005. With his bet on Zipcar Inc., he’s now made that cash back.

Source: Businessweek.com

Date: 04/16/2011

Link: http://www.businessweek.com/news/2011-04-16/livingsocial-is-next-bet-for-steve-case-after-zipcar-ipo-payoff.html

Questions for discussion:

  • Would you have followed the investment route taken by Steve Case?
  • Is he a venture capitalist, in you view?
  • Would you be a follower now?

Posted by & filed under Growth & Valuation.

Description: In an old East Village music hall in downtown New York, more than 500 investors from around the country crowded into a dimly lit auditorium to hear 11 startups pitch.

Source: CNNMoney.com

Date: 04/15/2011

Link: http://money.cnn.com/2011/04/15/technology/techstars_demo_day/index.htm

Questions for discussion:

  • What do you think about this method of raising capital?
  • What do these players have in common?
  • Do you think there is a tech bubble forming?

Posted by & filed under Economic Analysis, Market Analysis.

Description: THE stock market has been climbing a wall of worry — that’s an old Wall Street adage, and it has certainly rung true lately. Calamities abound and there have been setbacks, but the market has been climbing anyway.

Source: NYTimes.com

Date: 04/16/2011

Link: http://www.nytimes.com/2011/04/17/your-money/stocks-and-bonds/17stra.html?ref=business

Questions for discussion:

  • What does this report have to say about current perceptions of the market?
  • Do you agree with the analysis presented?
  • What would your advice be to investors?

Posted by & filed under Company Analysis.

Description:   Shares of Expeida surge after the travel site says it will split into two companies, one for TripAdvisor and one for Expedia.com, hotels.com and hotwire.

Source: CNNMoney.com – video report

Date: 04/08/2011

Link: http://money.cnn.com/video/markets/2011/04/08/mkts_expedia_0408.cnnmoney/

Questions for discussion:

  • Why did Expedia shares jump so dramatically?
  • What does this say about the values of the separate units?
  • How should investors regard each of the units in the future?

Posted by & filed under Financial Planning, Market Analysis.

Description: The Federal Reserve will end its bond-purchase program in June but will put off raising interest rates until next year, says Jeff Given, a bond fund manager at John Hancock. He sees rates on the 10-year climbing to a range of 4 to 4.5% vs. 3.5% today. Interview by MarketWatch’s Deborah Levine.

Source: Moneywatch.com – video report
Date: 04/06/2011
Questions for discussion:
  • Summarize the forecasts presented?
  • Do you agree?
  • How should investors be expected to behave in this environment?
  • How should corporate financial planners be expected to behave?