Alcatel Lucent Sees ‘Turning Point’ After Deals in U.S. and China

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Description: Alcatel Lucent, which has struggled in the wake of its 2006 merger, said Thursday that it had reached a “turning point” after clinching $5.7 billion in deals to build high-speed wireless networks and supply other gear for the biggest mobile operators in the United States and China. Source:  NYTimes.com Date: 11/04/2010 Link: http://www.nytimes.com/2010/11/05/technology/05alcatel.html?src=me&ref=technology Questions… Read more »

Whole Foods reconsiders dividend

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Description:  Turnaround gains strength. Year-to-date, shares up 72% Source: Marketwatch.com   Date: 11/04/2010 Link: http://www.marketwatch.com/story/momentum-builds-whole-foods-weighs-dividend-2010-11-04 Questions for discussion: How do you explain the turnaround in share value at this firm? What is your assessment of the various financial metrics reported in the article? Would you invest in the firm today?

Insider trading probe in Tokyo

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

Description: The Tokyo Stock Exchange launched an official examination after global complaints of widespread insider trading. Source:  CNNMoney.com – video report Date: 10/29/2010 Link: http://money.cnn.com/video/news/2010/10/29/n_lah_japan_insidertrade.cnnmoney/ Questions for discussion: What is the essence of the claim that there was unfair trading involved? How would investors be expected to react while the claims are being investigated? What… Read more »

Buying Into Emerging-Markets Consumers

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

Description: Strong economic growth is bringing great wealth to developing countries and giving rise to a consumer class with a lengthy shopping list. Tom Sowanick, CIO at OmniVest Group, tells MarketWatch’s Jonanthan Burton about consumer-sector opportunities across Asia and Latin America. Source: Marketwatch.com  – video report Date: 10/27/2010 Link: http://www.marketwatch.com/video/asset/buying-into-emerging-markets-consumers/9975C8F8-C9B1-442B-845E-9D8725A6FC31 Questions for discussion:  What does… Read more »

After China’s Rare Earth Embargo, a New Calculus

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

Description: When Japanese mineral traders learned in late September that China was blocking shipments of a vital commodity, the word came not from a government announcement but from dock workers in Shanghai. Source:  NYTimes.com Date: 10/29/2010 Link: http://www.nytimes.com/2010/10/30/business/global/30rare.html?ref=business Questions for discussion: Summarize the reasons given for the actions by China? How do you think this… Read more »

Ford’s quarterly profit climbs 69%

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Description:  Ford Motor Co. (F) reported a 69% jump in third-quarter earnings Tuesday, marking five straight quarterly profits for the resurgent auto giant as it moves to slash debt and meet pension obligations. In addition, Ford said it would pay down $2 billion of debt and use cash to fully prepay the remaining $3.6 billion… Read more »

Fed’s Bond Buying Won’t Help

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Description: Whatever the Federal Reserve does to lower interest rates further won’t help the U.S. economy, according to First Pacific Advisors fund manager Tom Atteberry, who says that’ll just weaken the dollar and hurt savers. Deborah Levine reports. Source:  Marketwatch.com – video report Date: 10/21/2010 Link: http://www.marketwatch.com/video/asset/fed-bond-buying-wont-help/1ABF00C0-B59C-492E-A0B3-E66664FBBB7E Questions for discussion: Summarize the main comments made… Read more »

Google 2.4% Rate Shows How $60 Billion Lost to Tax Loopholes

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Description:  Google Inc. cut its taxes by $3.1 billion in the last three years using a technique that moves most of its foreign profits through Ireland and the Netherlands to Bermuda. Source: Bloomberg.com   Date: 10/21/2010 Link: http://www.bloomberg.com/news/2010-10-21/google-2-4-rate-shows-how-60-billion-u-s-revenue-lost-to-tax-loopholes.html Questions for discussion: Are Google’s actions unethical or illegal?  What does this report have to say about the… Read more »

China prompts rare earth consumers to look elsewhere

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

Description: Japan and South Korea moved on Friday to reduce their dependence on China’s rare earth metals amid fears export reductions by Beijing could be the trigger for a broader trade conflict as nations joust over currencies. Source:  Reuters.com Date: 10/22/2010 Link: http://www.reuters.com/article/idUSTRE69L27D20101022 Questions for discussion: Summarize the activities reported and their significance for investors… Read more »

News Hub: Markets Focus on Bernanke Speech

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

Description:  Paul Vigna discusses how Bernanke’s speech at the Boston Fed will likely play out in the markets, along with fresh data on inflation and retail sales. Source:  Marketwatch.com – video report Date: 10/15/2010 Link: http://www.marketwatch.com/video/asset/news-hub-markets-focus-on-bernanke-speech/A2ACEBAE-022C-4E50-A009-00B48B736CFB Questions for discussion: Summarize the main comments made about the Ben Bernanke’s speech. What is “asset inflation” and why… Read more »