Nokia and Microsoft hook up

Posted by & filed under Company Analysis, Industry Analysis.

Description: The software and phone giants have teamed together to compete in the Smartphone market against Apple and other rivals. Source: CNNMoney.com – video report Date: 02/11/2011 Link:  http://money.cnn.com/video/news/2011/02/11/n_nokia_ms_quest.cnnmoney/ Questions for discussion:  Do you believe this collaborative effort will prove to be successful? How can this arrangement help cash flow and budgeting concerns for Nokia?… Read more »

U.S. housing market going private

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Let the great unwind begin. A report released by the Obama administration on Friday laid out a plan to reform the American housing finance market, saying the government should be more focused on oversight and consumer protection rather than direct involvement. Source: BNN.com – video report Date: 02/11/2011 Link:  http://www.bnn.ca/News/2011/2/11/US-housing-market-going-private.aspx Questions for discussion:  Summarize… Read more »

Borders Nearing Bankruptcy Filing

Posted by & filed under Financial analysis.

Description: Borders Group Inc. is in the final stages of preparing a bankruptcy filing after failing to persuade publishers and others to go along with a plan to refinance the troubled bookstore chain’s debt. Source: Marketwatch.com Date: 02/12/2011 Link: http://online.wsj.com/article/SB10001424052748704329104576138353865644420.html?mod=MKTW Questions for discussion:  What is Borders’ value today? Make the case for a merger with another firm as… Read more »

Public Investors in Privately Held Companies

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

Description: The lengthening time frame it takes for privately held companies to be acquired or to file for an IPO is spurring interest in startups that cater to investors who want to trade in shares of non-public companies. MarketWatch’s John Letzing interview with Thomas Foley, founder of Xpert Financial Inc., in San Francisco. Source:  Marketwatch.com… Read more »

Venture Capital As Patient Capital

Posted by & filed under Economic Analysis.

Description: Wall Street is in a transactional business, but venture capitalists are in a more long-term business of building companies — a sort of patient capital, according to legendary VC Bill Draper, author of “The Startup Game.” Jonathan Burton reports. Source:  Marketwatch.com – video report Date: 02/04/2011 Link:  http://www.marketwatch.com/video/asset/venture-capital-as-patient-capital/DC3C301D-95FD-4CB6-ABFC-43C0F8398F6A Questions for discussion:  Summarize the relationship… Read more »

Good news. Yield ahead!

Posted by & filed under Economic Analysis.

Description:  Savers and investors relying on fixed incomes have been punished for several years. Many healthy companies sat on their growing piles of cash instead of boosting dividends. Some struggling firms were forced to cut or even suspend quarterly payouts during the financial crisis. And the Federal Reserve’s easy money policies (rates near 0% plus… Read more »

What’s after Dow 12,000 and S&P 1,300?

Posted by & filed under Market Analysis.

Description: On Tuesday, the market hit a double milestone: The Dow Jones Industrial Average closed above 12,000, and the Standard & Poor’s 500 index finished the day over 1,300. Source: Marketwatch.com Date: 02/04/2011 Link: http://www.marketwatch.com/story/what-comes-after-dow-12000-and-sp-1300-2011-02-04?siteid=nwtwk Questions for discussion:  Summarize the basic arguments made in the report. Where do you think the markets are heading? How… Read more »

Roubini on Global Economy, Risks Ahead

Posted by & filed under Economic Analysis.

Description: Nouriel Roubini, co-founder and chairman of Roubini Global Economics and economics professor at NYU Stern School of Business, foresees risks ahead as the economies of developing nations surge, while the U.S. and the West are stagnating. He talks with WSJ’s Simon Constable. Source:  Marketwatch.com – video report Date: 01/25/2011 Link:  http://www.marketwatch.com/video/asset/roubini-on-global-economy-risks-ahead/E83AF703-1580-4666-89FC-F59F18DD06FB Questions for discussion:… Read more »

George Soros: ‘A new economic reality

Posted by & filed under Economic Analysis.

Description: Financier George Soros says that markets and regulators are imperfect and that U.S. and EU economies need to get used to it. Source:  CNNMoney.com – video report Date: 01/28/2011 Link:  http://money.cnn.com/video/news/2011/01/28/n_davos_soros.cnnmoney/ Questions for discussion:  Summarize the views expressed by Mr. Soros? Do you agree with them? How should investors and financial managers respond to… Read more »

Stocks plunge amid Egypt unrest

Posted by & filed under Economic Analysis.

Description: U.S. stocks plunged Friday, with the three major indices logging the worst daily drops in months, as investors grew nervous about political unrest in Egypt. Source:  CNNMoney.com Date: 01/28/2011 Link:  http://money.cnn.com/2011/01/28/markets/markets_newyork/index.htm Questions for discussion:  How have markets responded to political unrest in Egypt? Is this an opportunity or the beginning of a trend? How… Read more »