Railroads look at liquefied natural gas to power locomotives

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

Description: The diesel-burning locomotive, the workhorse of American railroads since World War II, will soon begin burning natural gas — a potentially historic shift that could cut fuel costs, reduce pollution and strengthen the advantage railroads hold over trucks in long-haul shipping. Source: Star-telegram.com Date: Jan 25, 2014 Link: http://www.star-telegram.com/2014/01/25/5511561/railroads-look-at-liqufied-natural.html?rh=1#storylink=cpy Questions for Discussions: Do you… Read more »

Train stocks go off the rails

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

Description: Shares of railroad giant CSX are down sharply due to lower coal shipments, a sign that the recent tear in transportation stocks may be nearing an end. Source: CNNMoney.com – video report Date: Jan 16, 2014 Link: http://money.cnn.com/video/investing/2014/01/16/investing-the-buzz-csx-railroad-transportation-norfolk-southern-union-pacific.cnnmoney/index.html Questions for Discussions: What does this report say about rail stocks in general and CSX in… Read more »

World shares enjoy vintage year, seen gaining more in 2014

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

Description:  (Reuters) – World stocks were ending 2013 close to six-year peaks on Tuesday and benchmark bond yields were poised for their first annual rise since 2009 as investors anticipated a further pick-up in global growth. Source:  Reuters.com Date: Dec 31, 2013 Link: http://www.reuters.com/article/2013/12/31/us-markets-global-idUSBRE96S00E20131231 Questions for Discussions: Summarize the global view of markets and commodities…. Read more »

Uranium quietly gains ground

Posted by & filed under Economic Analysis.

Description: Don’t look now – but uranium prices rose almost seven percent in the latest quarter to around $40 US, making it one of the better-performing hard commodities. Joe Mazumder, analyst with Canaccord Genuity, says there is still an oversupply of uranium that is keeping prices from approaching pre-Fukushima levels. Source: BNN.ca – video report… Read more »

What’s driving the oil trade?

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

Description: – On today’s “Futures In Focus,” Big Brokerage President Jeffrey Grossman discusses oil and energy on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 1, 2013 Link: http://www.bloomberg.com/video/what-s-driving-the-oil-trade-s2O5hjOGS4apwoWmYDmX_Q.html Questions for Discussions: Summarize the reasons for a predicted drop in oil prices? Do you agree with this assessment? How… Read more »

New Trends in the World of Wine

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

Description: In today’s “In The Know” segment, International Wine Critic and Author Jancis Robinson discusses the impact of climate change on wine and where she sees growth with Mark Barton and Anna Edwards on Bloomberg Television’s “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 11, 2013 Link: http://bloom.bg/1focQkZ#ooid=t5YnFvZjqLZnyB1P-cNGikcjCxSrBFbn Questions for Discussions: Summarize the… Read more »

What Alcoa’s results say about global manufacturing

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Description: For the first time in nearly 54 years, Alcoa Inc. AA is not part of the Dow. That doesn’t mean it has fallen into oblivion. It is still one of the best – and earliest – quarterly indicators for gauging the health of global manufacturing. Source: MarketWatch.com Date: Oct 08, 2013 Link: http://blogs.marketwatch.com/thetell/2013/10/08/what-alcoas-results-say-about-global-manufacturing/ Questions… Read more »

El-Erian: Syria could halt sluggish growth

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

Description: Pimco’s Mohamed El-Erian discusses Syria’s impact on oil prices, Chancellor Merkel’s recent statements about Greece and U.S. Treasury yields. Source: CNNMoney.com – video report Date: August 28, 2013 Link: http://money.cnn.com/video/news/2013/08/28/n-cmw-pimco-el-erian-syria-oil-merkel-bond-yields.cnnmoney/index.html Questions for Discussions: Summarize the reasons for uncertainty in markets today according to El-Erian. How do you think oil prices will behave in the… Read more »

Nothing runs like a Deere (investor)

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

Description: Shares of Deere & Company are down after the company gave a cautious outlook due to the sluggish global economy and overly rainy conditions in the Midwest. Source: CNNMoney.com – video report Date: May 15, 2013 Link: http://money.cnn.com/video/investing/2013/05/15/investing-the-buzz-john-deere.cnnmoney/ Questions for Discussions: Why are values of Deere stock under pressure? Do you agree that the… Read more »