FedEx raises its profit view as global economy strengthens

Posted by & filed under Company Analysis, Economic Analysis.

Description:  There was more evidence of an improving economic environment Monday when bellwether FedEx Corp. raised its profit outlook and said it would again match employee payments into retirement funds. Source:  Marketwatch.com   Date: 07/26/2010 Link: http://www.marketwatch.com/story/fedex-ups-profit-view-restores-401k-payments-2010-07-26?siteid=nwtwk Questions for discussion:  Why is FedEx considered a leading economic indicator? How would you expect investors to react… Read more »

News Hub: Stocks End Week in Rally Mode

Posted by & filed under Economic Analysis.

Description:  Paul Vigna wraps the day in the financial markets, including why the Dow posted a triple-digit gain. Source:  Marketwatch.com – video report   Date: 07/23/2010 Link: http://www.marketwatch.com/video/asset/news-hub-stocks-end-week-in-rally-mode/51163F51-36EF-4B93-98C1-7E14C782FCEB Questions for discussion:  Why are the bank stress-test results considered so important at this time in the business cycle? How should the results be interpreted by investors… Read more »

News Hub: Looking to Boost Yield? Think Ketchup

Posted by & filed under Economic Analysis.

Description:  Brett Arends says a surprising number of blue-chip stocks now offer better yields than Treasurys. Source:  Marketwatch.com – video report   Date: 07/23/2010 Link: http://www.marketwatch.com/video/asset/news-hub-looking-to-boost-yield-think-ketchup/6BD3FDE8-FF13-4C72-8025-822B9BEFD4F4 Questions for discussion: Summarize the arguments for and against the purchase of blue-chip dividend paying stocks over bonds, and treasury bonds in particular. What is your view of this… Read more »

Even With All Its Profits, Microsoft Has a Popularity Problem

Posted by & filed under Company Analysis, Economic Analysis.

Description:  MEASURED by profits, Microsoft trounces Apple and Google. In the most recent three months, Microsoft earned $4.52 billion, versus Apple’s $3.25 billion and Google’s $1.8 billion. But, dear investors, where is the love for this beaten-down company? Source: NYTimes.com   Date: 07/24/2010 Link: http://www.nytimes.com/2010/07/25/business/25digi.html?ref=business Questions for discussion: Summarize the reasons given for Microsoft’s poor… Read more »

AM Report: The Fed Gains Power, Responsibility

Posted by & filed under Company Analysis, Industry Analysis.

Description:  With financial reform clearing Congress, the Fed has emerged as perhaps the pre-eminent financial regulator, but that could only bring it added blame if things go wrong again. Jon Hilsenrath, Evan Newmark and Kelly Evans discuss. Also, Jennifer Valentino-DeVries discusses Apple’s options ahead of its anticipated press conference on the troubled iPhone-4. Source: Marketwatch.com… Read more »

News Hub: The Playboy Takeover Tussle

Posted by & filed under Company Analysis.

Description:  Playboy is facing a lively takeover battle, which promises to get more and more interesting. Jon Friedman discusses why he believes the focus on Playboy underscores the fact that fabled but scorned “old-media” brands still have a lot of value.   Source:  Marketwatch.com – video report Date: 07/16/2010 Link: http://www.marketwatch.com/video/asset/news-hub-the-playboy-takeover-tussle/B951E43C-8270-4A5E-8A61-1E67BCB7F91C Questions for discussion: From… Read more »

After Goldman’s Concession, Regulators May Be Satisfied

Posted by & filed under Governments & Regulators.

Description:  First, Goldman Sachs. Now — what? Source: NYTimes.com   Date: 07/16/2010 Link: http://www.nytimes.com/2010/07/17/business/17legal.html?ref=business Questions for discussion: Do you think Goldman Sacs received fair treatment from regulatory bodies? How do you interpret the meaning of the fine? How do you think the fine and overall experience will affect practices by firms like Goldman Sachs?

Rex on Techs: Vonage Results Call Investors

Posted by & filed under Company Analysis.

Description:  After some tough years, Vonage, the Internet telephony company, recently started taking steps that customers, and investors, appear to like. Rex Crum says there just might be a place for Vonage as an alternative to the traditional phone carriers. Source:  Marketwatch.com – video report   Date: 07/06/2010 Link: http://www.marketwatch.com/video/asset/rex-on-techs-vonage-results-call-investors/447EDE4C-45DF-41AC-A67A-5DED962439AF Questions for discussion: Summarize the… Read more »

Volcker Pushes for Reform, Regretting Past Silence

Posted by & filed under Governments & Regulators.

Description: JUST before the Fourth of July weekend, Paul A. Volcker packed his fishing gear and set off for his annual outing to the Canadian wilds to cast for Atlantic salmon. Source: NYTimes.com   Date: 07/09/2010 Link: http://www.nytimes.com/2010/07/11/business/11volcker.html?ref=business Questions for discussion: Summarize the main points presented in this article. According to Paul Volcker, which reforms… Read more »

7 Reasons the S&P 500 Should Hit 1500

Posted by & filed under Market Analysis.

Description:  Despite a sea of pessimism, Wealth Adviser columnist James Altucher tells Dow Jones Newswires’ Veronica Dagher seven reasons the S&P 500 should hit 1500 and why investors should be optimistic. Source:  Marketwatch.com – video report   Date: 07/02/2010 Link: http://www.marketwatch.com/video/asset/7-reasons-the-sp-500-should-hit-1500/415ADC1B-4D66-461F-9F20-CA597CE4165C Questions for discussion: Summarize the reasons given for optimism? Do you agree with this… Read more »