Apple becomes a portfolio must-have stock

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

Description:  Now that it will start paying a regular dividend, Apple Inc. has become a must-have for portfolio managers with blue-chip stocks in their investment funds. Source: Marketwatch.com Date: 03/20/2012 Link:  http://www.marketwatch.com/story/apple-becomes-a-portfolio-must-have-stock-2012-03-20?siteid=nwtwk Questions for discussion: Summarize the reasons given for such positive endorsement of Apple. Do you agree with the assessments? What are risks associated… Read more »

Investing in a bi-polar world

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

Description: Blackrock’s Chief Equity Strategist Bob Doll discusses the Europe debt crisis, U.S. corporate earnings and the social unrest. Source: CNNMoney.com – video report Date: 01/06/2012 Link: http://money.cnn.com/video/markets/2012/01/05/mkts_ss_blackrock_doll_2012.cnnmoney/ Questions for discussion: Summarize the arguments presented by Bob Doll concerning the global economy. Do you agree that with his assessments? How would you approach investing today?

Abacus Allowed Goldman to Shuffle Mortgage Risk Like Beads

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

Description:  From July 2004 through April 2007, as credit markets boomed, Goldman Sachs Group Inc. created 23 financial transactions called Abacus, the word for a relatively crude counting tool involving the shuffling of beads. Yesterday, the Securities and Exchange Commission sued the bank for securities fraud in what would be the penultimate offering in the… Read more »