Bill Gross quits Pimco: Why did he leave

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Description: Bill Gross, co-founder and chief investment officer of Pimco, will join Janus Capital Group. Gross, who has presided over the world’s biggest bond fund for almost three decades, will start Sept. 29 at a new Janus office in Newport Beach, CA, and will begin managing the Janus Global Unconstrained Bond Fund on Oct. 6,… Read more »

Pimco Total Return ETF Suffers $10.9 Million of Outflows

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Description: Pacific Investment Management Co.’s main exchange-traded fund saw outflows of $10.9 million the day before the surprise departure of Bill Gross, who co-founded and served as chief investment officer of the world’s biggest manager of bond mutual funds. Source: Bloomberg.com Date: Sep 27, 2014 Link: http://www.bloomberg.com/news/2014-09-27/pimco-etf-suffers-10-9-million-of-outflow-on-gross-exit.html Questions for Discussions: How have investors reacted to… Read more »

Was it really a record-breaking summer for stocks?

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues, Market Analysis.

Description: Bloomberg’s Mike Regan discusses the summer’s market movements with Matt Miller on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Aug 29, 2014 Link: http://www.bloomberg.com/video/was-it-really-a-record-breaking-summer-for-stocks-Y0wgnB9_QzO2faMmLfjC6g.html Questions for Discussions: Summarize the commentary and analysis presented in this report on the markets. Do you agree with this view? Where do you see things heading?

Allergan’s attempts to elude Ackman’s bid fuel bearish bets

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

Description: Should Bill Ackman and Valeant Pharmaceuticals International Inc. fail in their bid to take over Allergan Inc., options traders will be hedged. Source: Bloomberg.com Date: Aug 28, 2014 Link: http://www.bloomberg.com/news/2014-08-28/allergan-attempts-to-elude-ackman-bid-fuel-bearish-bets.html Questions for Discussions: What does this report say about the various strategies in play? What would you advise investors to do at this time?

Bond Rally Is Squeezing the Trading at Big Banks

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

Description: Wall Street’s biggest firms this year made an extraordinary wager that they probably now regret. Source: NYTimes.com Date: June 05, 2014 Link: http://dealbook.nytimes.com/2014/06/05/bond-boom-is-squeezing-the-trading-at-big-banks/?ref=business Questions for discussion: Why did the big banks take the position they did earlier in the year? Can they be blamed for their thinking? How should they go forward in terms… Read more »

Tesla debt: An electric lemon?

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Description: Tesla debt may have gotten a junk bond rating from Standard and Poor due to concerns about its ‘niche’ market status. But investors in Tesla stock still have faith in Elon Musk. Source: CNNMoney.com – video report Date: May 28, 2014 Link: http://money.cnn.com/video/investing/2014/05/28/n-tesla-electric-cars-elon-musk-bonds.cnnmoney/index.html Questions for Discussions: Explain the differences in thinking by Tesla bond… Read more »

In the market or under the mattress?

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

Description: Financial planners say that you should put your money in the market to save for the future—but many people would rather keep it under their mattress. Source: CNNMoney.com – video report Date: Apr 17, 2014 Link: http://money.cnn.com/video/pf/2014/04/17/pf-money-in-the-market-or-under-the-mattress.moneymag/index.html Questions for Discussions: Why do you suppose some people are not interested in investing in the stock… Read more »

Americans have fallen in love with real estate once again

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Description: According to Gallup, Americans think real estate is the best long-term investment. Unfortunately, they’re wrong. Source: Fortune.com Date: Apr 18, 2014 Link: http://finance.fortune.cnn.com/2014/04/18/real-estate-investment/ Questions for Discussions: Summarize the survey results presented. Explain them.

Jeremy Siegel: The Bull Run Is Not Over

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

Description: Wharton School Professor of Finance Jeremy Siegel and Josh Rosner, managing director at Graham Fisher, discuss where the U.S. markets go from here with Trish Regan on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Apr 11, 2014 Link: http://www.bloomberg.com/video/siegel-says-stock-decline-not-end-of-bull-run-ONp_QCmISD6YTdHOIPjBmw.html Questions for Discussions: Summarize the economic and market debate presented… Read more »

El-Erian: Cautious optimism about Greece’s return to capital markets

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

Description: Renewed access to financing must not divert the debt-troubled nation from implementing critical economic reforms. Source: Fortune.com Date: Apr 03, 2014 Link: http://finance.fortune.cnn.com/2014/04/03/el-erian-caution-optimism-about-greeces-return-to-capital-markets/?iid=SF_F_River Questions for discussion: Summarize El-Erian’s assessment of investing in Greek debt and how the Greek government is managing that debt. How would you categorize the risk associated with Greek debt today?