Diamonds for investment, love and bling

Posted by & filed under Growth & Valuation.

Description: Buying a diamond at a jewelry store is not a good investment, but if you can get the rock at wholesale prices, it could be lucrative. Source: CNNMoney.com – video report Date: Dec 24, 2012 Link:  http://money.cnn.com/video/pf/2012/12/24/pf-diamonds-investment-quest.cnnmoney/ Questions for Discussions: How are wholesale diamond prices set? Do you think they represent a good investment… Read more »

Southwest CEO: Higher oil prices ahead

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

Description: Southwest Airlines’ Gary Kelly says the outlook for fuel prices in the fourth quarter is getting worse. Source: CNNMoney.com – video report Date: Oct 18, 2012 Link: http://money.cnn.com/video/news/2012/10/18/n-southwest-gary-kelly.cnnmoney/ Questions for Discussions: Summarize the state of business affairs at Southwest. How is Gary Kelly planning to deal with rising fuel costs over the next few… Read more »

Why It May Be Too Late for QE3

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

Description: Paul Vigna and Spencer Jakab discuss why another round of bond buying may be wishful thinking, and Miriam Gottfried looks at what a hologram of Tupac means for investors. Photo: Reuters. Source: Moneywatch.com – video report Date: Sep 13, 2012 Link: http://on.wsj.com/ROw9CJ Questions for Discussions: Summarize the analysis presented in this report. Do you… Read more »

QE3 and the looming currency war

Posted by & filed under Economic Analysis.

Description:   Commentary: An unstable situation could worsen Source: Marketwatch.com Date: Aug 29, 2012 Link: http://www.marketwatch.com/story/qe3-and-the-looming-currency-war-2012-08-29-11103146?siteid=nwtwk Questions for Discussions:  What are the international concerns related to the Fed action to stimulate US economic activity? How would a change in currency values affect commodity markets?

Canadian Companies Shop for European Assets

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

Description: Canadian companies and pension funds are on a European acquisition binge, even as U.S. and Chinese buyers slash spending on takeovers there. Europe’s low valuations and the robust Canadian dollar are spurring deals by Canadian companies such as Brookfield Asset Management (BAM) and Alimentation Couche-Tard. “Canadian companies are basically punching above their weight in… Read more »

China flexes muscles with Cnooc, Nexen deal

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

Description: $15.1 billion deal one of many to greatly impact global oil, natgas. When Cnooc Ltd. scored a deal to acquire Canada’s Nexen Inc., it was one big leap for China’s largest offshore oil and natural gas producer, and one small step toward building a global empire to feed the Asian nation’s voracious appetite for… Read more »

Should Commodities Investors Take Cover?

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

Description:   If the U.S economy begins moving into a downward spiral, as many believe it might, should commodities investors take cover? WSJ’s Simon Constable visits Mean Street to break down the numbers. Source: Marketwatch.com – video report Date: July 06, 2012 Link: http://live.wsj.com/video/should-commodities-investors-take-cover/0643512D-78CC-4962-8D54-C977BD6BFD12.html Questions for Discussions: Summarize the arguments presented about the movement in commodities…. Read more »

Encana probes collusion accusation

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

Description:  Encana Corp. has launched an internal investigation after the State of Michigan said it is examining allegations that the company worked with rival Chesapeake Energy Corp. to avoid competing in state land auctions for shale gas. Source: GlobeandMail.com Date: June 26, 2012 Link: http://www.theglobeandmail.com/globe-investor/encana-probes-collusion-accusation/article4368056/ Questions for Discussions: What are the financial implications for both… Read more »

Reasons to fear Wall Street’s high-tech traders

Posted by & filed under Industry Analysis.

Description: A review of Dark Pools: High-Speed Traders, A.I. Bandits, and the Threat to the Global Financial System, by Scott Patterson. Source: Fortune.com Date: Jun 22, 2012 Link:  http://features.blogs.fortune.cnn.com/2012/06/22/dark-pools-scott-patterson/?iid=SF_F_River Questions for Discussions: Summarize the sentiments in this report? What are the concerns and are they well founded, in your opinion?

Oil Prices Keep Falling, But a Strange Gap Persists

Posted by & filed under Industry Analysis.

Description: Oil prices are down more than 20 percent since mid-March. Yet that hasn’t erased a strange anomaly in the market: the gap between two essentially identical types of oil. North American light, sweet crude, also known as West Texas Intermediate, trades just below $84 while its international equivalent, known as Brent, is priced at… Read more »