Description: Shinzo Abe and Haruhiko Kuroda had a good thing going. Shame Ben Bernanke had to go and ruin it. Source: Businessweek.com Date: June 06, 2013 Link: http://www.businessweek.com/articles/2013-06-06/japans-stocks-tank-threatening-abenomics#r=nav-f-story Questions for Discussions: How have Japanese stocks performed over the past five years? Why have investors done well in just the last year? Where do you see… Read more »
Posts Tagged: Risk Management
Where to put your money when bond yields rise
Description: Commentary: The best defense is a good stock-driven offense. Bond yields have been rising as the U.S. economy improves, and so has market volatility. The defensive, income-rich stock and bond strategies that have rewarded investors for years won’t lead the markets when the economy is less distressed. Source: Marketwatch.com Date: June 08, 2013 Link:… Read more »
Crazy Eddie fraudster says SEC can’t keep up
Description: Corporate audits don’t work, give investors false sense of security Source: Marketwatch.com Date: June 07, 2013 Link: http://www.marketwatch.com/story/crazy-eddie-fraudster-says-sec-cant-keep-up-2013-06-07?siteid=nwtwk Questions for Discussions: What does the report say about fraud and the ability of authorities to control it? Are there solutions? How should investors deal with the information in this report?
Stocks: Bulls vs. bears
Description: Prof. Jeremy Siegel of UPenn says the bull market is being driven by low interest rates, while bearish investor Jim Rogers says the rally is being boosted artificially by the Fed. Source: CNNMoney.com – video report Date: May 28, 2013 Link: http://money.cnn.com/video/investing/2013/05/28/investing-bulls-bears.cnnmoney/ Questions for Discussions: Summarize the arguments presented by both experts. What do… Read more »
Krispy Kreme soars: No holes in this stock
Description: Shares of Krispy Kreme surged after the doughnut maker reported stellar earnings. It’s having a great year too. So is rival Dunkin’ Brands. Source: CNNMoney.com – video report Date: May 31, 2013 Link: http://money.cnn.com/video/investing/2013/05/31/investing-the-buzz-krispy-kreme.cnnmoney/ Questions for Discussions: Explain the spectacular return of the once bankrupt Krispy Kreme and other competitors mentioned in the report?… Read more »
‘Twilight’, ‘Hunger Games’ Fans Keep Lions Gate’s DVD Business Alive
Description: Lions Gate Entertainment (LGF) posted its first annual profit in five years late Thursday, as young adults rushed theaters for The Hunger Games and The Twilight Saga—Breaking Dawn 2. But there was also a classic helping fuel those blockbuster results: DVD and Blu-ray sales. Source: Businessweek.com Date: May 31, 2013 Link: http://www.businessweek.com/articles/2013-05-31/twilight-fans-keep-lions-gates-dvd-business-alive#r=hpt-fs Questions for Discussions:… Read more »
Nothing bankers like more than a steepening yield curve
Description: Financial stocks were the highest performing sector in the S&P 500 in May, as the month comes to a close. The Financial Select Sector SPDR Fund XLF -0.20% , which tracks financial stocks in the S&P 500, was up 7.5% for the month, compared to half that in the broader market in the same… Read more »
Shades of 2007 Borrowing
Description: AMERICAN investors have taken out more margin loans than ever before. That indicates that speculative investing has grown among retail investors, reaching levels that in the past indicated the market was getting to unsustainable levels and might be in for a fall. Source: NYTimes.com Date: May 31, 2013 Link: http://www.nytimes.com/2013/06/01/business/economy/shades-of-prerecession-borrowing.html?ref=business Questions for Discussions: What… Read more »
Why Japan’s Selloff Is Wakeup Call for U.S. Investors
Description: What happens when the Federal Reserve starts raising interest rates? Source: WSJ.com – video report Date: May 24, 2013 Link: http://on.wsj.com/19aZ4NG Questions for Discussions: What is the concern expressed in this report? Do you think a rapid rise in interest rates is to be reasonably feared? Do you think there will be a “rush… Read more »
Apple Stock Valuation ‘Crazy’: Sculley
Description: Apple is being valued as a value-based company instead of the “creative leap” innovator it actually is, former Apple CEO John Sculley says. Source: CNBC.com – video report Date: May 20, 2013 Link: http://video.cnbc.com/gallery/?video=3000169903 Questions for Discussions: Summarize the stock valuation placed on Apple by John Sculley. Do you agree with his assessment of… Read more »
