NY AG wants to ‘redefine’ insider trading

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: New York Attorney General Eric Schneiderman says the law has always lagged behind technology and it has to adapt as companies get data early to trade on it within milliseconds. Source: CNNMoney.com – video report Date: Sep 26, 2013 Link: http://money.cnn.com/video/investing/2013/09/26/investing-ny-ag-eric-schneiderman-early-data-insider-trading.cnnmoney/index.html Questions for Discussions: Summarize the problems discussed and the solutions presented. Do you… Read more »

4 reasons billions in fines can’t stop Jamie Dimon’s stock

Posted by & filed under Financial analysis, Governments & Regulators, Management Issues.

Description: Why haven’t JPMorgan’s legal issues done more to dent the stock? Source: Fortune.com Date: Sep 27, 2013 Link: http://finance.fortune.cnn.com/2013/09/27/jpmorgan-stock-rising/?iid=SF_F_River Questions for discussion: Summarize the reasons JP Morgan is still a popular stock. Do you think anything has changed as a result of the fines?

Why the Fed is not flip-flopping

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Description: Economist Julia Coronado of BNP Paribas says the market had been wrong to assume the Federal Reserve would begin to taper. Source: CNNMoney.com – video report Date: Sep 19, 2013 Link: http://money.cnn.com/video/investing/2013/09/19/investing-fed-no-taper-flip-flop.cnnmoney/index.html Questions for Discussions: Why did the market react as it did this week? What data will likely trigger tapering by the Fed?

BlackBerry shares sink amid layoffs, expected $1B loss

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description: BlackBerry says it will cut 4,500 jobs across its operations, and expects to report a second-quarter loss of between $950 million to $995 million US when it issues its financial results next week. Source: CBC.ca – video report Date: Sep 20, 2013 Link: http://www.cbc.ca/player/News/TV%2BShows/The%2BNational/Technology%2B&%2BScience/ID/2407696489/ Questions for discussion: Summarize the collapse of BB share value. Is… Read more »

New iPhone a yawn? Apple is still a bargain

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Description: Despite concerns that Apple is no longer innovating, investors (including Carl Icahn) can’t ignore the attractive valuation and $147 billion in cash. Source: CNNMoney.com – video report Date: Sep 10, 2013 Link: http://money.cnn.com/video/investing/2013/09/10/investing-the-buzz-apple-iphone.cnnmoney/index.html Questions for Discussions: Do you think Apple is a good buy, now that investors have further reduced valuations upon seeing the… Read more »

Companies Embrace Low Interest Rates by Selling Bonds to Raise Billions

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Description: For companies looking to raise money through the debt markets, and the bankers egging them on, it seems no sum is too large.Verizon Communications shattered records and shook up the bond world on Wednesday when it sold $49 billion of investment-grade corporate debt at one time. Source: NYTimes.com Date: Sep 11, 2013 Link: http://dealbook.nytimes.com/2013/09/11/verizon-set-for-49-billion-debt-sale/?ref=business… Read more »

JCPenney’s newest customers: hedge funds

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Description: A number of hedge funds including Hayman Capital and Glenview Capital are buying up JCPenney stock in the hopes of turning around the troubled retailer. Source: CNNMoney.com – video report Date: Sep 04, 2013 Link: http://money.cnn.com/video/investing/2013/09/04/investing-the-buzz-jcp-glenview-hayman-capital.cnnmoney/index.html Questions for Discussions: What do you think these new buyers of stock see in the company? How does… Read more »

Why We’ll Be Better Off if the Walmart Protests Fail

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: Employees of the big box store are planning a national day of protest for higher wages. Economist Richard Vedder on why we’ll all be in trouble if they get their way. Source: Thedailybeast.com Date: Sep 05, 2013 Link: http://www.thedailybeast.com/articles/2013/09/05/why-we-ll-be-better-off-if-the-walmart-protests-fail.html Questions for Discussions: How would a jump in minimum wage to $12/hour affect companies now… Read more »

El-Erian: Syria could halt sluggish growth

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

Description: Pimco’s Mohamed El-Erian discusses Syria’s impact on oil prices, Chancellor Merkel’s recent statements about Greece and U.S. Treasury yields. Source: CNNMoney.com – video report Date: August 28, 2013 Link: http://money.cnn.com/video/news/2013/08/28/n-cmw-pimco-el-erian-syria-oil-merkel-bond-yields.cnnmoney/index.html Questions for Discussions: Summarize the reasons for uncertainty in markets today according to El-Erian. How do you think oil prices will behave in the… Read more »