Cutting Back: Ireland Deals With Property Bust

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

Description:  As Ireland copes with the aftermath of a large property bust, it faces a new wave of emigration but also innovation, as a group of architects band together to create a micro economy. WSJ’s Andy Jordan reports from Dublin. Source:  Marketwatch.com – video report    Date: 10/12/2010 Link:  http://www.marketwatch.com/video/asset/cutting-back-ireland-deals-with-property-bust/01A39122-5330-4101-8DA1-739C2E5EF877 Questions for discussion: Summarize the… Read more »

Coal India Plans Nation’s Largest IPO as Asia Offerings Surge

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Description: Coal India Ltd. will sell as much as 151.54 billion rupees ($3.4 billion) of shares in the nation’s biggest initial public offering, helping the government raise funds to build roads and power plants as IPOs in Asia surge. Source:  Bloomberg.com Date: 10/13/2010 Link: http://www.bloomberg.com/news/2010-10-12/coal-india-to-sell-stock-at-225-rupees-to-245-rupees-in-initial-share-sale.html Questions for discussion: Summarize the activities reported and their significance… Read more »

Rum Battle in Caribbean Leaves Tax Hangover

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

Description:  Rum and politics have made a fiery mix since America’s earliest days, when a young politician named George Washington won election to the House of Burgesses in colonial Virginia with the help of spiked punch at the polls. Source: NYTimes.com   Date: 10/15/2010 Link: http://www.nytimes.com/2010/10/16/business/16rum.html?ref=business Questions for discussion: What does this report have to… Read more »

BullHorn: Gap logo, MSFT, ADBE

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Description: LULU and FOSL have been ridiculously hot stocks this year. Gap has a new silly logo. Microsoft and Adobe rumors are just melodrama. Source: CNNMoney.com  – video report Date: 10/08/2010 Link: http://money.cnn.com/video/markets/2010/10/08/mkts_bh_fashion_msft_adbe.cnnmoney/ Questions for discussion: Summarize the reports on each company. Do you agree with these assessments? What would your investment strategy be with… Read more »

Markets Hub: Maybe It Is a Currency War

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Description: It’s not just the Bank of Japan; central banks from Brazil to South Korea are trying to tamp down their currencies, which is driving up commodities like gold and crude, as well as stocks. Anna Raff, Mike Reid and Paul Vigna discuss. Source:  Marketwatch.com – video report    Date: 10/04/2010 Link:  http://www.marketwatch.com/video/asset/markets-hub-maybe-it-is-a-currency-war/08AD6BBE-77FC-43FD-BB72-018865ECDDDE Questions for… Read more »

IBM Hits Record as Palmisano Focuses on Software, Services

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Description: International Business Machines Corp. rose to the highest level since it went public in 1915 as investors show support for Chief Executive Officer Sam Palmisano’s strategy of remaking the 99-year-old company. Source:  Bloomberg.com Date: 10/07/2010 Link: http://www.bloomberg.com/news/2010-10-07/ibm-rises-to-highest-closing-price-since-computer-company-s-1915-offering.html   Questions for discussion: Summarize the strategies used by Sam Palmisano to boost IBM share value. Do… Read more »

I.M.F. Doesn’t Press China on Currency

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Description: The world’s financial leaders failed on Saturday to reach agreement on how to contain an escalating currency dispute that has threatened to undermine global cooperation on economic recovery. Source: NYTimes.com   Date: 10/09/2010 Link: http://www.nytimes.com/2010/10/10/business/global/10imf.html?_r=1&ref=business Questions for discussion: Summarize the situation and the concerns over currencies. What role should be played by the IMF… Read more »

The Income Appeal of Dividend-Paying Stocks

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Description:  Ed Perks, lead manager of Franklin Income Fund, explains why dividend-paying stocks are attractive and looks at how they can be affected by deflation or inflation. Source:  Marketwatch.com – video report   Date: 10/01/2010 Link: http://www.marketwatch.com/video/asset/the-income-appeal-of-dividend-paying-stocks/102E4918-98D8-4881-8317-C128092E3701 Questions for discussion: Summarize the arguments favoring dividend-paying stocks during periods of inflation or deflation? Do you agree… Read more »

Why gold, stocks and bonds are all rising

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Description: Gold, stocks and bonds rising together reflect the barbell approach investors are taking, Wells Capital Management’s Gary Schlossberg tells Laura Mandaro. Source:  Marketwatch.com – video report    Date: 09/30/2010 Link: http://www.marketwatch.com/video/asset/why-gold-stocks-and-bonds-are-all-rising/87C37AA9-B47A-472E-851D-7F429D9E95CD Questions for discussion: Summarize the analysis presented? What is your read of the current price movements in the markets? What is your economic forecast… Read more »

Emerging Markets Head for Record Bond Sales as Yields Plunge

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Emerging-market borrowers are on course to sell more bonds than ever this year after yields hit record lows and developing economies rebounded faster from the credit crisis than advanced nations. Source:  Bloomberg.com Date: 10/01/2010 Link:  http://www.bloomberg.com/news/2010-10-01/emerging-markets-head-for-record-sales-of-bonds-as-yields-plunge-to-lows.html   Questions for discussion: Why are emerging market bond sales soaring? What risks are there to this investing… Read more »