‘Lehman Shock’ Is Kid Stuff Next to Fukushima: William Pesek

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: Of all the tremors being felt in Tokyo, Masaaki Shirakawa is experiencing some of the biggest. Source:  Bloomberg.com Date: 03/31/2011 Link:  http://www.bloomberg.com/news/2011-03-31/-lehman-shock-is-kid-stuff-next-to-fukushima-commentary-by-william-pesek.html Questions for discussion: Summarize the analysis presented about Japan? What are the best and worst case financial scenarios, in your opinion?

Watchdog: TARP will lose up to $50B

Posted by & filed under Industry Analysis, Market Analysis.

Description:   The outgoing Special Inspector General of TARP says that even though most banks are repaying the government, TARP will lose money. Source: CNNMoney.com – video report Date: 03/25/2011 Link:  http://money.cnn.com/video/news/2011/03/25/n_velshi_barofsky_sigtarp.cnnmoney/  Questions for discussion:  What does this report have to say about the success or failure of TARP? How might businesses that were bailed out… Read more »

Buying Uranium Stocks On The Dip

Posted by & filed under Industry Analysis.

Description: The selloff in uranium stocks has prompted Encompass Fund manager Malcolm Gissen to add to his positions, he tells MarketWatch’s Laura Mandaro. Plus, Japan’s quake recovery is likely to slow demand for rare earths, but only temporarily. Source: Moneywatch.com – video report Date: 03/22/2011 Link:  http://www.marketwatch.com/video/asset/buying-uranium-stocks-on-the-dip/5564E8A7-8C17-4211-AB37-8509564EE85A Questions for discussion: Summarize the investing strategies argued… Read more »

What hedge fund managers know about making money

Posted by & filed under Market Analysis.

Description: Knowing what stocks are held by top hedge fund managers is a useful source of investment ideas and an important risk factor for individual investors to consider. Source:  Marketwatch.com Date: 03/25/2011 Link: http://www.marketwatch.com/story/what-hedge-fund-managers-know-about-making-money-2011-03-25 Questions for discussion: What does this report say about the relationship between hedge funds and investing strategies? Do you agree with… Read more »

Crunch time for RIM

Posted by & filed under Company Analysis, Management Issues.

Description: Jim Balsillie would like the world to think he has more than a few tricks left up his sleeve. Whether Research In Motion Ltd.’s co-chief executive does is the question analysts are struggling to answer. Source:  FinancialPost.com Date: 03/26/2011 Link:  http://business.financialpost.com/2011/03/26/crunch-time-for-rim/ Questions for discussion: Summarize the analysis presented for RIM and Apple. Why have… Read more »

Japan quake threatens global supply

Posted by & filed under Industry Analysis.

Description:   Some say the quake’s hit to Japan’s manufacturing sector will have a profound impact on the global supply chain, CNN’s Kyung Lah reports. Source: CNNMoney.com – video report Date: 03/18/2011 Link:   http://money.cnn.com/video/news/2011/03/18/n_japan_supplychain.cnnmoney/ Questions for discussion:  What does this report have to say about the global nature of business? How might businesses be expected to… Read more »

Green investing’s golden moment

Posted by & filed under Industry Analysis.

Description: Green energy investor Alan Salzman says this past week’s major spike in green energy stocks correlates to Japan’s nuclear crisis. Source:  CNNMoney.com – video report Date: 03/08/2011 Link:  http://money.cnn.com/video/news/2011/03/18/n_salzman_green.cnnmoney/ Questions for discussion: Summarize the investing strategies in energy as argued by Alan Salzman.  Do you agree with his thinking? What do think the industry… Read more »

Bruised investors face Libya, Japan news, U.S. data

Posted by & filed under Company Analysis, Economic Analysis.

Description:  Investors are entering next week’s markets after five volatile days of trading, and they could encounter another bruising ride driven by fast-moving events in Japan, Libya and parts of the Middle East. Source: Marketwatch.com Date: 03/18/2011 Link: http://www.marketwatch.com/story/uneasy-investors-face-libya-japan-news-us-data-2011-03-19 Questions for discussion:   Summarize the major influences of this week on investors and business financial managers…. Read more »

Japan quake shakes up oil prices

Posted by & filed under Economic Analysis.

Description: The earthquake in Japan may not cause prices to plunge more Friday but the long-term impact on oil could be drastic Source: CNNMoney.com – video report Date: 03/11/2011 Link: http://money.cnn.com/video/markets/2011/03/11/mkts_japan_quake_oil2.cnnmoney/ Questions for discussion: How does this incredible disaster in Japan connect to the international demand and price for oil? What are some of the… Read more »

Bargains for Stock Investors

Posted by & filed under Company Analysis.

Description: Value-stock investors can find buying opportunities in any market climate. Michael Scanlon, co-manager of John Hancock Large Cap Equity Fund, talks about three stocks he sees as bargains: Microsoft, Sirius XM and Lazard. Jonathan Burton reports. Source:  Marketwatch.com – video report Date: 03/08/2011 Link:  http://www.marketwatch.com/video/asset/bargains-for-stock-investors/21F018C1-4AD2-4A08-978E-566865F6A54B Questions for discussion: Summarize the evaluation methods and investing… Read more »