Greece Sells Assets to Whittle Down Debt

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

Description: To help get out of its debt crisis, the Greek government has come up with a way to raise some cash: Sell off everything from planes and trains to huge parcels of land along the Greek coastline. WSJ’s Charles Forelle reports from Athens. Source: Marketwatch.com – video report Date: 06/27/2011 Link: http://www.marketwatch.com/video/asset/greece-sells-assets-to-whittle-down-debt/373566C2-7323-4E8A-8797-36858953526A Questions for… Read more »

As Net Stocks Sizzle, Zynga Aims High for Its I.P.O.

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Description: With a real-world profit and an inexhaustible supply of virtual cows, Zynga on Friday filed for what is expected to be one of the biggest Internet stock offerings ever, a debut whose fate is tied largely to that of Facebook’s. Source: NYTimes.com Date: 06/01/2011 Link: http://dealbook.nytimes.com/2011/07/01/zynga-files-for-1-billion-i-p-o/?ref=business Questions for discussion: What is the business model… Read more »

The real story behind the market ‘boom’

Posted by & filed under Company Analysis, Management Issues.

Description: A new report from TrimTabs, the investment analysts, has blown the whistle on what really went on behind the stock-market “boom” we saw in the first quarter, when the S&P 500 Index rose more than 5%. Source: Marketwatch.com Date: 06/29/2011 Link: http://www.marketwatch.com/story/the-real-story-behind-the-market-boom-2011-06-29?siteid=nwtwk Questions for discussion: What are the implications for this strategy to boost… Read more »

Morgan Stanley Goes Against the Shorts in China

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

Description: It’s investing $50 million in Yongye International, a fertilizer company that’s been under attack Source: Businessweek.com Date: 06/29/2011 Link: http://www.businessweek.com/magazine/morgan-stanley-goes-against-the-shorts-in-china-06302011.html Questions for discussion: Summarize the issues in this report. What would you advise investors to do at this time?

Bank bashing is back, stocks suffer

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

Description: Banks are making a profit but they are taking heat from all sides. Neither the market nor Main Street is happy with them right now. Source: CNNMoney.com – video report Date: 06/23/2011 Link: http://money.cnn.com/video/news/2011/06/23/n_bz_bank_bashing_stocks.cnnmoney/ Questions for discussion: Summarize the issues related to why banks and bank stocks are out of favor? Do you agree… Read more »

Where Apple is vulnerable: Motorola’s view

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Description: Motorola Mobility CEO Sanjay Jha says that the only possible weakness for Apple is as it scales up, it may lose its innovative edge. Source: CNNMoney.com – video report Date: 06/22/2011 Link: http://money.cnn.com/video/technology/2011/06/22/t_ls_motorola_apple.fortune/ Questions for discussion: Summarize the analysis presented by Mobility CEO Sanjay Jha. Do you agree with his assessments and projections for… Read more »

Bonds: How to Play Interest Rate Peril

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

Description:  With uncertainty high, some bond investors are looking to “unconstrained” managers who take a more active approach to selecting fixed-income securities Source: Businessweek.com Date: 06/23/2011 Link: http://www.businessweek.com/investor/content/jun2011/pi20110623_808293.htm Questions for discussion: Summarize the various strategies employed to manage bond funds? As an investor, which strategy looks best to you today looking forward?

Overbuilding in Spain Leaves Many White Elephants

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

Description: Last March, local officials inaugurated a brand new airport in Castellón, a small city on Spain’s Mediterranean coast. They are still waiting for the first scheduled flight. Source: NYTimes.com Date: 06/24/2011 Link: http://www.nytimes.com/2011/06/25/business/global/25iht-transport25.html?ref=business Questions for discussion: Explain the financial planning problems in Spain? How can they be resolved?

Putting RIM back on the winning track

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Description: The most telling aspect of Research In Motion Ltd.’s (RIM-T28.23-0.91-3.12%) recent conference call was the amount of time its CEOs spent explaining why they should keep their jobs. Source: GlobeandMail.com – video report Date: 06/24/2011 Link: http://www.theglobeandmail.com/globe-investor/putting-rim-back-on-the-winning-track/article2074548/ Questions for discussion: Summarized the reasons for RIM’s recent dramatic fall is share value? How much is… Read more »

Keeping companies like Facebook private – forever

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Description:  Fortune editors Dan Roth and Dan Primack believe companies will continue to go public even if regulators relax rules forcing them to. Source: CNNMoney.com – video report Date: 06/15/2011 Link: http://money.cnn.com/video/news/2011/06/15/f_deal_ipo_facebook.fortune/ Questions for discussion: Summarize the issues related to the laws governing when a firm must go public. Are there winners or losers in… Read more »