Run With the Dogs of the Dow

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

Description: Buying the 10 highest-yielding Dow stocks and holding them for 12 months has rewarded investors with earnings growth and dividends, says financial adviser Kurt Brouwer, editor of MarketWatch’s FundMastery blog. Source: Marketwatch.com – video report   Date: 12/16/2010 Link: http://www.marketwatch.com/video/asset/run-with-the-dogs-of-the-dow/61758D19-6700-4B86-A696-2E9682191C52 Questions for discussion:  Summarize the bond investing strategy described in this report? Do you… Read more »

Stocks Rising 17% Since Bernanke Disclosed QE2 Disarms Fed’s Worst Critics

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

Description: Republican leaders in Congress say they have “deep concerns” about Ben S. Bernanke’s second round of quantitative easing. The U.S. stock and credit markets don’t share those reservations. Source: Bloomberg.com   Date: 12/17/2010 Link: http://www.bloomberg.com/news/2010-12-17/stocks-rising-17-since-bernanke-disclosed-qe2-disarms-fed-s-worst-critics.html Questions for discussion:  Why have the markets reacted as they have since the beginning of quantitative easing by the… Read more »

2010 in Review

Posted by & filed under Economic Analysis.

Description:  The pall of Lehman Brothers’ collapse in 2008 is still settling over many Western economies and its citizens. Yet things aren’t all dreary. We’ve tried to take the contradictions of 2010 and show how stories link up, sometimes in unexpected ways. Source:  Businessweek.com   Date: 12/16/2010 Link: http://www.businessweek.com/magazine/content/10_52/b4209009504184.htm Questions for discussion:  Summarize the opinions… Read more »

RIM shares up on earnings; questions remain

Posted by & filed under Company Analysis.

Description:  While investors have bid up shares of Research In Motion Ltd. significantly over the past few months, Wall Street remains cool on the maker of the BlackBerry smartphone franchise — despite it’ relatively strong performance this year. Source:  Marketwatch.com Date: 12/17/2010 Link:  http://www.marketwatch.com/story/rim-results-keep-wall-street-divided-2010-12-17 Questions for discussion: Summarize the reported financial results for RIM and… Read more »

Tax cuts: More money in your pocket

Posted by & filed under Economic Analysis.

Tax cuts: More money in your pocket Description: With the extension of the Bush tax cuts, a payroll tax holiday will put 2% of many workers’ annual paycheck back in their pockets. Source:  CNNMoney.com ñ video report Date: 12/07/2010 Cat ñTags:   Economic Analysis ñ Investing Strategies Link: http://money.cnn.com/video/news/2010/12/07/n_tax_cuts_tax_bill.cnnmoney/ <object width=”384″ height=”356″ classid=”clsid:D27CDB6E-AE6D-11cf-96B8-444553540000″ id=”ep”><param name=”allowfullscreen”… Read more »

Red-hot metals could burn investors

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

Red-hot metals could burn investors Description: Despite strong fundamentals behind the rise of gold and silver, investment in these precious metals is not risk free. Source: CNNMoney.com ñ video report Date: 12/06/2010 C-T   Economic Analysis, Growth & Valuation ñ Investing Strategies, Commodities Link: http://money.cnn.com/video/markets/2010/12/06/mkts_gold_silver_futures.cnnmoney/ <object width=”384″ height=”356″ classid=”clsid:D27CDB6E-AE6D-11cf-96B8-444553540000″ id=”ep”><param name=”allowfullscreen” value=”true” /><param name=”allowscriptaccess” value=”always”… Read more »

Title Costco Wholesale Profit Increases on Gasoline, Grocery Sales

Posted by & filed under Company Analysis, Economic Analysis.

Title Costco Wholesale Profit Increases on Gasoline, Grocery Sales Description: Costco Wholesale Corp. posted a 17 percent increase in first-quarter profit, surpassing some analystsí estimates, as membership fees boosted revenue for the largest U.S. warehouse-club chain Source: Bloomberg.com Date: 12/08/2010 C-T Economic Analysis,  Company Analysis – Investing Strategies, Stocks Link: http://www.bloomberg.com/news/2010-12-08/costco-wholesale-first-quarter-profit-gains-17-on-gasoline-grocery-sales.html Questions for discussion:  Summarize… Read more »

Toll Brothers CEO Sees Nascent Rebound in Home Sales

Posted by & filed under Industry Analysis.

Toll Brothers CEO Sees Nascent Rebound in Home Sales Description:  The worst is over for the U.S. housing market and a rebound will gain momentum in 2012, according to Douglas Yearley, chief executive officer of Toll Brothers Inc. Source:  Businessweek.com Date: 12/08/2010 Cat ñTags:  Industry Analysis ñ Investing Strategies Link: http://www.businessweek.com/news/2010-12-08/toll-brothers-ceo-sees-nascent-rebound-in-home-sales.html Questions for discussion:  Summarize… Read more »

The founder’s life for young VCs

Posted by & filed under Economic Analysis.

The founder’s life for young VCs Description:  Armed with pedigrees and degrees, some entry-level venture capitalists are finding it’s more fun and lucrative to be on the entrepreneur’s side of the term sheet. Source:  CNNMoney.com Date: 12/08/2010 Cat -Tags :  Economic Analysis ñ Investing Strategies Link:  http://finance.fortune.cnn.com/2010/12/08/the-founders-life-for-young-vcs/ Questions for discussion: Summarize the basic points made… Read more »

The myth of China’s building boom

Posted by & filed under Economic Analysis.

Description: Jim Chanos is outspokenly bearish on China and it’s construction economy. Source:  CNNMoney.com – video report Date: 12/03/2010 Link: http://money.cnn.com/video/fortune/2010/12/03/f_chanos_china_bubble.cnnmoney/ Questions for discussion: Summarize the basic points presented in this report? Do you agree with the opinions and arguments made? What is the message to investors? Are there ways to mitigate the risks described… Read more »