Description: Amazon.com’s (AMZN) Jeff Bezos has the kind of investors any chief executive officer would envy. While others must contend with restive shareholders who demand steadily increasing profits or bigger dividends, Bezos has nearly free rein to pursue his strategy of ignoring earnings and spending heavily to expand into new businesses. The stock is up… Read more »
Posts Tagged: Risk Management
KPMG rocked by alleged insider trading
Description: KPMG resigned Tuesday as the auditor of Herbalife and Skechers after the partner in charge of the accounting firm’s Los Angeles audit practice was alleged to have engaged in insider trading. Source: Marketwatch.com Date: Apr 09, 2013 Link: http://www.marketwatch.com/story/kpmg-steps-down-as-herbalife-auditor-2013-04-09?siteid=nwtwk Questions for Discussions: Summarize the highlights in this report. What can management and regulators do… Read more »
Low-Cost Drugs in Poor Nations Get a Lift in Indian Court
Description: People in developing countries worldwide will continue to have access to low-cost copycat versions of drugs for diseases like H.I.V. and cancer, at least for a while. Source: NYTimes.com Date: Apr 01, 2013 Link: http://www.nytimes.com/2013/04/02/business/global/top-court-in-india-rejects-novartis-drug-patent.html?_r=0 Questions for Discussions: What is the basis for the decision? Do you think this will become a growing financial… Read more »
Why gold fell this week and what to do next
Description: Analysts explain gold’s plunge, offer a long-term outlook and advice Source: Marketwatch.com – video report Date: Apr 05, 2013 Link: http://www.marketwatch.com/story/why-gold-fell-this-week-and-what-to-do-next-2013-04-05 Questions for discussion: Summarize the explanations for gold’s behavior and thinking about its future. What do you think about gold and what would you advise investors?
The ‘Hunter S. Thompson of Real Estate’ Chronicles the Bust—and Boom
Description: Jim Klinge sighed as he made his way through a foreclosed home littered with empty bottles of rum and mattresses. It was 2008, and Klinge, a real estate agent, was filming a YouTube (GOOG) video for his blog documenting the housing crash in the cul-de-sacs and condos north of San Diego. As he opened… Read more »
Why bond funds and ETFs are breaking
Description: End of an era? Bond portfolios, investor hopes show wear and tear Source: Marketwatch.com – video report Date: Mar 29, 2013 Link: http://www.marketwatch.com/story/why-bond-funds-and-etfs-are-breaking-bad-2013-03-29 Questions for discussion: Explain the reasons for difficulties facing bond fund managers? How are they responding? Are there any alternatives that have not been considered?
Dell: We’ve got 99 problems but the bid ain’t one
Description: Dell Inc. (DELL) today filed a proxy statement, detailing the process leading up its its $24.4 billion buyout proposal from CEO Michael Dell and private equity firm Silver Lake Partners. The proxy also includes details from the company’s recent “go-shop” period, which resulted in nonbinding indications of interest from The Blackstone Group (BX) and… Read more »
The Troubling Return of Credit Bubble Factors Like CDOs
Description: Data point No. 1: Banks are back to hawking complex derivatives that magnify bets on corporate debt. Data point No. 2: For the first time since the financial crisis, JPMorgan Chase (JPM) is set to resume selling securities tied to home loans that aren’t backed by the government. Add a third development—the feverish revival… Read more »
How to Play Lululemon
Description: Option Pit Mentoring COO Mark Sebastian discusses his Lululemon trade. He speaks on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 22, 2013 Link: http://bloom.bg/11sB7QT#ooid=JoZDhlYTrKI2yBsgQJNQoRU7RdG3LP_n Questions for discussion: Explain the play in Lululemon presented in the report and the reasons for this thinking? Do you agree with this strategy?… Read more »
New Critical Warning as 2013 shocker looms
Description: (MarketWatch) — Yes, another dark “shocker” before the end of the year, an unexpected “black swan.” And sadly for Fed Chairman Ben Bernanke — who hopes his “I saved America from economic collapse” illusion stays intact till he leaves office — he’s not going to get a dream ending to his Fed career. Source: … Read more »
