Here’s How Some Small Banks are Making Big Money

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

Description: On today’s “Insight & Action,” Bloomberg’s Adam Johnson looks at the health of small banks on Bloomberg Television’s “Lunch Money.” Source: Bloomberg.com – video report Date: Feb 28, 2014 Link: http://www.businessweek.com/videos/2014-02-28/here-s-how-some-small-banks-are-making-big-money#r=nav-f-video Questions for discussion: What does this report say about the financial status of small US banks in comparison to the larger Wall Street… Read more »

Buffett: We’d like to own more of Heinz

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

Description: Warren Buffett may end up putting more money into ketchup maker Heinz. Source: Fortune.com Date: Feb 28, 2014 Link: http://finance.fortune.cnn.com/2014/03/01/buffett-heinz/ Questions for discussion: Summarize the highlights presented in this report. Do you think the investment in Heinz was a good one? Would you be buying more?

Fed transcripts: Bernanke chose to let Lehman fail

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis.

Description: FORTUNE — September 15, 2008 was a watershed moment for the financial crisis that consigned much of the world to an economic malaise from which we are still recovering. That day, government officials hastily arranged a sale of investment bank Merrill Lynch to Bank of America, while another bank — Lehman Brothers — was… Read more »

El-Erian: ‘Take some money off the table’

Posted by & filed under Financial Planning, Governments & Regulators.

Description: Pimco’s Mohamed El-Erian says the question now is not if the Federal Reserve will support the market, but if its policies will work. Source: CNNMoney.com – video report Date: Nov 18, 2013 Link: http://money.cnn.com/video/investing/2013/11/18/investing-mohamed-el-erian-pimco-stock-market-federal-reserve-bubble.cnnmoney/index.html Questions for Discussions: Why does El-Erian believe it is time to take some money out of stocks? Who is benefitting… Read more »

Bankers tied to JPMorgan’s $13 billion settlement doing just fine

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

Description: News that JPMorgan Chase would pay a $13 billion fine, the largest government penalty levied on a single company, initially led to calls that CEO Jamie Dimon should step down. That’s not going to happen. Board members have rallied around Dimon. What’s more, it’s unlikely that Dimon had any direct involvement in the troubled… Read more »

Record Highs Lure Investors Back to Stocks

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

Description: Investors are rediscovering their taste for equities. Stock funds took in $148 billion in the year’s first 10 months, after five years when money flowed out, according to Investment Company Institute data. The shift marks a reversal from the four years through 2012, when investors put $1 trillion into bond funds, and the financial crisis… Read more »

How will the Herbalife battle end?

Posted by & filed under Company Analysis, Financial analysis.

Description: Cristina Alesci reports on the performance of Herbalife. She speaks on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 22, 2013 Link: http://bloom.bg/18VYOzD#ooid=xncG9raDojHmeoHBjPmU0dC79osxQsKf Questions for Discussions: Explain why a leveraged buyout makes sense for Herbalife? What are the possible ending scenarios for Herbalife? Which do you think will… Read more »

Yahoo is selling stock (so it can buy it back)

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

Description: Wall Street deals haven’t gotten any less convoluted since the financial crisis. We got some more evidence of that this week. Source: Fortune.com Date: Nov 22, 2013 Link: http://finance.fortune.cnn.com/2013/11/22/yahoo-buyback/?iid=SF_F_River Questions for Discussions: Summarize the criticisms leveled at Yahoo for the way this deal was structured. Do you think there is anything unfair or misleading… Read more »

An Intriguing Product That’s Too Complex for Many

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis.

Description: The sales pitches go something like this: A mutual fund that promises to zig when the rest of the stock market zags. Bond funds that protect investors when interest rates rise. Access to the most sophisticated hedge fund managers in the country, even if you’re not particularly wealthy. Source: NYTimes.com Date: Oct 25, 2013… Read more »

Companies Embrace Low Interest Rates by Selling Bonds to Raise Billions

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

Description: For companies looking to raise money through the debt markets, and the bankers egging them on, it seems no sum is too large.Verizon Communications shattered records and shook up the bond world on Wednesday when it sold $49 billion of investment-grade corporate debt at one time. Source: NYTimes.com Date: Sep 11, 2013 Link: http://dealbook.nytimes.com/2013/09/11/verizon-set-for-49-billion-debt-sale/?ref=business… Read more »