Posted by & filed under Economic Analysis.

Description: Investors are disenchanted with the market. To contrarians, that constitutes signs of a rally.

Source:  Businessweek.com

Date: 09/16/2010

Link:  http://www.businessweek.com/magazine/content/10_39/b4196047923232.htm
 
Questions for discussion:

  • Summarize the views presented in this article.
  • Do you agree with the arguments presented for stock improvements?
  • What would your investment advice be at this time?

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

Description: Bank of Japan Governor Masaaki Shirakawa’s success in weakening the yen may hinge on Ben S. Bernanke. Japan said two days ago it sold yen for the first time since 2004 because the currency’s surge to a 15-year high versus the dollar imperiled the nation’s export-led recovery. Meantime, pressure is growing on U.S. Federal Reserve Chairman Bernanke to print more dollars to bolster America’s flagging economy, a policy that contributed to a weaker greenback in 2009.

Source: Bloomberg.com
 
Date: 09/16/2010

Link: http://www.bloomberg.com/news/2010-09-16/bernanke-shadow-of-quantitative-ease-limits-boj-success-with-yen-weakness.html

Questions for discussion:

  • Summarize the currency strategies in play around the world’s central banks.
  • What are your predictions for changes to currency exchange rates over the next year?
  • How should financial managers whose firms are affected by currency fluctuations react to the information presented in this article?

Posted by & filed under Market Analysis.

Description:  Mark Gongloff discusses the recent eagerness of blue-chip companies to issue fresh debt, and the eagerness of investors to buy it.

Source: Marketwatch.com  – video report
 
Date: 09/09/2010

Link: http://www.marketwatch.com/video/asset/news-hub-blue-chip-borrowers-issue-debt-in-droves/5857959B-668B-40AD-A5D5-16723605B3B2

Questions for discussion:

  • Why are these firms selling bonds?
  • If these analysts are right about financial management thinking at these firms, what should investors be doing?
  • What do you think these firms plan to do with the cash they are raising?
  • What does this strategy say about management’s view toward future business activity?

Posted by & filed under Company Analysis.

Description: Crocs stock has been hurting since Labor Day and it’s time for Netflix to raise some money.

Source:  CNNMoney.com – video report
  
Date: 09/10/2010

Link: http://money.cnn.com/video/markets/2010/09/10/mkts_st_crocs_netflix.cnnmoney/

Questions for discussion:

  • Summarize the analysis presented for each company.
  • Do you agree with these positions and ways for investors to play each stock?
  • What would you do under the current circumstances?

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

Description:  Andrew Ross Sorkin of The New York Times noted that 49% of people surveyed had a negative view of Goldman Sachs. Financial companies are busily trying to rebuild their reputations by, among other things, running lots of advertisements touting their lending activities, but numerous reports show that banks are cutting credit lines to both individuals and businesses.

Source:  BNET.com
 
Date: 09/09/2010

Link: http://www.bnet.com/blog/business-psychology/after-the-financial-meltdown-where-8217s-america-8217s-outrage/224?promo=713&tag=nl.e713

Questions for discussion: 

  • What do you think about the theories presented that explain public reaction to the financial crisis and the business people involved?
  • What is your view about this matter?
  • What role should government play in this area?

Posted by & filed under Economic Analysis.

Description: U.S. stocks advanced, with the Standard & Poor’s 500 Index capping its first consecutive weekly gains since June, as higher-than-forecast wholesale inventories and surging imports of oil in China boosted optimism about the global economic recovery.

Source:  Businessweek.com

Date: 09/10/2010

Link:  http://www.businessweek.com/news/2010-09-10/u-s-stocks-advance-as-s-p-500-caps-longest-rally-since-june.html
 
Questions for discussion:

  • Summarize the views presented in this article.
  • Do you agree with the arguments presented for stock improvements?
  • What would your investment advice be at this time?

Posted by & filed under Company Analysis.

Description: Sanofi-Aventis SA, France’s largest drugmaker, got about $10 billion of underwritten loans to back its bid for U.S. biotechnology company Genzyme Corp., two people familiar with the situation said .

Source: Bloomberg.com
 
Date: 09/10/2010

Link: http://www.bloomberg.com/news/2010-09-10/sanofi-said-to-get-10-billion-loans-for-genzyme-bid.html

Questions for discussion:

  • What does this report have to say about the financial state of some European banks and the firms they are financing?
  • Do you think this report suggests that credit might not be as much of as problem as it has been since the crisis?
  • How should other banks, borrowers, and investors respond to this report?
  • What does this report suggest about current stock market valuations?

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

Description:  The market may be down, but there are plenty of great buys out there, says Hilary Kramer, editor of GameChangers stock newsletter. She recommends small banks, IPOs other than GM, and M&A targets

Source: Marketwatch.com  – video report
 
Date: 08/31/2010

Link: http://www.marketwatch.com/video/asset/buying-opportunities-in-small-banks-ipos-and-h-p/6AFC38D4-B4BC-4089-A862-76205281C19A

Questions for discussion:

  • Summarize the investing advice presented?
  • Do you agree with the analysis and recommendations?
  • What is your thinking about investing strategies for the next quarter?

Posted by & filed under Company Analysis, Economic Analysis.

Description: Mark Hulbert discusses why September is typically a bad month for stocks, and why this month will likely follow the pattern.

Source:  Marketwatch.com  – video report
  
Date: 09/01/2010

Link: http://www.marketwatch.com/video/asset/news-hub-september-a-cruel-month-for-stocks/1608C6F4-D494-4DF2-948C-8CBE0607D15D

Questions for discussion:

  • Why should investors be concerned with the historical record of September market results?
  • From an investor’s point of view, what are the strategies for dealing with this time of year?
  • Is there a strategy to take advantage of the probabilities?
  • On a personal level, what would you do with your investments at this time?

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

Description:  Stingy consumers are causing stomachaches for brand-name makers of household goods and packaged foods. The biggest consumer-staples companies have been forced into short-term promotions and price cuts to stoke volume growth and retain market share.

Source:  Marketwatch.com
 
Date: 09/03/2010

Link: http://www.marketwatch.com/story/5-consumer-sector-stocks-with-stable-dividends-2010-09-03

Questions for discussion: 

  • Summarize the investing strategies presented.
  • Do you agree with these recommendations?
  • Given the information presented, what should the financial managers of these firms be thinking?