Posted by & filed under Market Analysis.

Description:  The time to get fearful is when other people are greedy, and people are not greedy right now, according to Fox Business anchor Cody Willard, who advises taking the other side of the prevalent, extreme emotions particularly in technology.

Source:  Marketwatch.com – video report
 
Date: 05/25/2010

Link: http://www.marketwatch.com/video/asset/revolution-investing-dont-panic/31940285-9DF8-431B-9510-4A8E4FCBF9A3

Questions for discussion:

  • Summarize the advice presented to investors.
  • Do you agree with the suggestions?

Posted by & filed under Company Analysis.

Description: Toys “R” Us is seeking to raise $800 million in stock through an initial public offering, hoping to clear some debt from its balance sheet, the company said in a securities filing Friday.

Source:  CNNMoney.com

Date: 05/28/2010

Link: http://money.cnn.com/2010/05/28/news/companies/toys_r_us_IPO/index.htm
 
Questions for discussion:

  • How does this IPO help the firm?
  • What are the advantages or disadvantages of following this strategy?

Posted by & filed under Economic Analysis.

Description:  Treasuries climbed in May, lowering 10-year yields the most since the Federal Reserve dropped interest rates to a record low in December 2008 to spur the economy, on speculation efforts to contain Europe’s debt crisis will slow the global economic recovery.

Source: Bloomberg.com
 
Date: 05/29/2010

Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aXJVN2j1ufUM

Questions for discussion: 

  • Explain the reasons for the fall in 10-year treasuries.
  • What does this fall suggest about current and future economic conditions?
  • What advice would you present to investors in this environment?
  • What advice would you present to corporate financial planners?

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

Description:  The House passed a bill on Friday that would end a tax break for executives of investment funds, leaving hedge funds, private equity firms and venture capitalists scrambling to ease the effects of the bill before it is taken up by the Senate next month.

Source: NYTimes.com
 
Date: 05/28/2010

Link: http://www.nytimes.com/2010/05/29/business/29carried.html?ref=business

Questions for discussion:

  • What impact do you think this change to the tax code would have on the investment industry?
  • Do you consider the change fair?
  • What are the arguments that support and those against introducing the changes?

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

Description:  Germany’s unilateral plan to stop short-selling doesn’t look well thought out. Dow Jones Newswires’ Mark Cranfield reports.

Source:  Marketwatch.com – video report
 
Date: 05/19/2010

Link: http://www.marketwatch.com/video/asset/euro-hit-by-german-proposals-to-ban-shorts/1A26355B-337A-4DF9-91DB-8E8047F8536B

Questions for discussion:

  • Summarize the positive impact that this ban is expected to have on markets?
  • What negative impact is also possible?
  • Given these considerations, is the policy a proper one?
  • Are there alternatives that would deliver the same desired outcomes?

Posted by & filed under Company Analysis, Economic Analysis.

Description: Dell Inc. said Thursday that strong demand from business customers helped drive the PC maker’s profit up 52% in its most recent quarter.

Source:  CNNMoney.com

Date: 05/20/2010

Link: http://money.cnn.com/2010/05/20/technology/Dell/index.htm
 
Questions for discussion:

  • What does this report suggest about Dell’s future stock value?
  • How can Dell improve growth prospects?
  • Explain why margins are so important to investors examining company financials?
  • How do margins relate to corporate financial planning?

Posted by & filed under Economic Analysis.

Description:  Treasuries climbed, pushing the benchmark 10-year note yield to the lowest level in a year, as a drop in stocks, a plunging euro and U.S. data showing a lack of inflation damped investor appetite for higher-yielding assets.

Source: Bloomberg.com
 
Date: 05/22/2010

Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aWUL9jshR76A

Questions for discussion:

  • Summarize the concerns of investors and their responses to conditions?
  • Do you believe these reactions are well founded?
  • What advice would you present to investors?
  • What advice would you present to corporate financial planners in this environment?

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

Description:  Companies that regularly increase their dividend payments are often steady stock picks, according to Don Taylor, manager of Franklin Rising Dividends Fund, who talks with MarketWatch’s Jonathan Burton about the stocks that meet his investment criteria.

Source:  Marketwatch.com – video report
 
Date: 05/17/2010

Link: http://www.marketwatch.com/video/asset/market-edge-dividend-hike-a-healthy-sign/CFE526EF-6662-4AE0-B2F9-A80E7D6D5CD2

Questions for discussion:

  • Summarize the thinking about growth, dividends and yields?
  • Why is growth in dividends so important to investors as well as to financial managers?
  • Why would a growing dividends policy have been “good” for Microsoft?
  • Why has this policy been “good” for IBM?

Posted by & filed under Growth & Valuation.

Description:  Brett Arends tells us about one of the greatest trade blunders ever – a decision by Steve Jobs in 2003 to accept a safer but much lower returning investment in exchange for his 55 million Apple Stock options, now worth nearly $13 billion.

Source: Marketwatch.com – video report
 
Date: 05/18/2010

Link: http://www.marketwatch.com/video/asset/steve-jobs-makes-the-worst-trade-ever/74CD1F05-723A-4E63-BB16-DA4AC94AFFD5

Questions for discussion:

  • What does this report tell you about the ability to evaluate options and stocks?
  • Are you surprised by Jobs’ choice?

Posted by & filed under Company Analysis, Economic Analysis.

Description:  Cisco CEO John Chambers says the most recent quarter was its “best ever,” citing growth in video, routers and collaborative technology.

Source:  CNNMoney.com – video report
 
Date: 05/13/2010

Link: http://money.cnn.com/video/news/2010/05/13/n_cisco_chambers_quarter.cnnmoney/

Questions for discussion:

Summarize the reasons to be optimistic about the global economy?

  • Why do you suppose Cisco is considered a bellwether stock?
  • What consumer buying changes will drive Cisco business growth?
  • As a result of these changes, which businesses can expect a reduction is cash flows and profitability?
  • Do you see any risks associated with the growth prospects projected for Cisco?
  • How should Cisco plan to finance this growth?