Too quick to a call bottom for U.S. home prices: Shiller

Posted by & filed under Economic Analysis, Growth & Valuation, Industry Analysis.

Description: The much-anticipated bottom of the U.S. housing market may finally be upon us, as the closely watched S&P/Case Shiller index of home prices rose 0.5 percent from last year – marking the first time since 2010 that home prices increased year-over-year. Source:  BNN.ca – video report Date: Sep 07, 2012 Link:  http://www.bnn.ca/News/2012/9/7/Too-quick-to-a-call-bottom-for-US-home-prices-Shiller.aspx Questions for… Read more »

Are the Big Banks Keeping Their Commitment to Small Businesses?

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

Description:   Last September in Cleveland, 13 of the nation’s largest banks stood beside Vice President Joseph R. Biden Jr. and Karen Mills, chief of the Small Business Administration, and announced a commitment to increase small-business lending by $20 billion over the following three years. Source: NYTimes.com Date:  Sep 06, 2012 Link:  http://boss.blogs.nytimes.com/2012/09/06/are-the-big-banks-keeping-their-commitment-to-small-businesses/?ref=smallbusiness Questions for Discussions: … Read more »

Dallas Cowboys Lead NFL With $2.1 Billion Valuation

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Description:  The most famous quote attributed to legendary Green Bay Packers coach Vince Lombardi is “winning isn’t everything, it’s the only thing.” But if Lombardi had coached in this era instead of the 1960s he may have substituted the word “marketing” for “winning.” Source: Forbes.com Date: Sep 05, 2012 Link:  http://www.forbes.com/sites/mikeozanian/2012/09/05/dallas-cowboys-lead-nfl-with-2-1-billion-valuation/ Questions for Discussions: What… Read more »

Facebook Shares Hit New Lows

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Description: Facebook shares fell 5% to new lows Friday as two analysts from firms that underwrote its initial public offering cut their price targets on the shares, Paul Vigna reports on the News Hub. Photo: AP. Source: Marketwatch.com – video report Date: Aug 31, 2012 Link: http://on.wsj.com/R3hzXy Questions for Discussions: Summarize the explanation in this… Read more »

Warren Buffett’s simple recipe for success

Posted by & filed under Financial analysis, Growth & Valuation.

Description: I don’t know how to put this, but … Warren Buffett is awesome, and you and me, we almost certainly are not. Source: MontrealGazette.com Date: Aug 27, 2012 Link: http://www.montrealgazette.com/business/Warren+Buffett+simple+recipe+success/7152863/story.html#ixzz25E1ueyGx Questions for Discussions: What does this report suggest are the reasons for Buffett’s success? What sort of investor should emulate this strategic thinking?  

El-Erian: QE3 can’t deliver

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Description: Pimco CEO Mohamed El-Erian discusses fears about Europe, more easing from the Fed and congressional ‘dithering.’ Source: CNNMoney.com – video report Date: Aug 23, 2012 Link: http://money.cnn.com/video/investing/2012/08/23/investing-el-erian-qe3-fiscal-cliff.cnnmoney/ Questions for Discussions: Summarize the commentary in this report. Do you agree with the assessment by El Erian?

How financial feminists invest $64 million

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Description: From a Dry Soda company to biodegradable diapers, Golden Seeds is making money by investing in women-led start-ups. Source: CNNMoney.com – video report Date: Aug 24, 2012 Link: http://money.cnn.com/video/news/2012/08/24/n-golden-seeds.cnnmoney/ Questions for Discussions: Is there a fundamental advantage or disadvantage to investing this way? Why might firms run by women have greater financial success?

Weak Sales and a Large Write-Down Give H.P. a Loss

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

Description:  The pressure is building for Meg Whitman to make a miracle happen. Source: NYTimes.com Date: Aug 22, 2012 Link:  http://www.nytimes.com/2012/08/23/technology/weak-sales-hurt-hp-in-quarter.html Questions for Discussions: Summarize the financial condition at HP and the industry in general. What can management do to affect change in a positive direction? Would you be an investor today?

Worst may not be over for Facebook

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Description: Facebook shares hit a new low Thursday after insiders were given the chance to sell. But the stock still looks overvalued and risky. Source: CNNMoney.com – video report Date: Aug 17, 2012 Link: http://money.cnn.com/video/investing/2012/08/17/investing-bz-facebook.cnnmoney/ Questions for Discussions: Summarize commentary in this report about the valuation and forecast for Facebook stock. How would you go… Read more »

Bored traders share merger gossip

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Description: Rumors of the acquisitions of Electronic Arts and Coinstar by private equity firms helped traders beat the dog days of summer. Source: CNNMoney.com – video report Date: Aug 16, 2012 Link: http://money.cnn.com/video/markets/2012/08/16/investing-bz-EA-Coinstar.cnnmoney/ Questions for Discussions: What are the factors that contributed to the speculation reported in this video? Do you think these reasons are… Read more »