Description: As the economy improves, rate hikes loom, says Michael Cuggino, manager of the Permanent Portfolio fund family. He tells Jonathan Burton how stock and bond investors can blunt the impact of rising rates and take advantage of global growth. Source: Marketwatch.com – video report  Date: 03/31/2010 Link: http://www.marketwatch.com/video/asset/where-to-invest-when-rates-rise/2F40294E-9670-4996-93C6-F8553FE0AFE3 Questions for discussion: Summarize the… Read more »
Posts Tagged: Stocks
Wall Street More Powerful Than Before the Crisis?
Description:Â A handful of Wall Street banks have become more powerful and influential during in the financial crisis. Simon Johnson, author of the new book “13 Bankers,” argues that minding banks too big to fail isn’t enough. He tells columnist David Weidner that big banks need to be broken up into pieces “small enough to… Read more »
Increase in March Employment Shows U.S. Recovery Is Broadening
Description: Employment in March grew by the most in three years, representing a turning point for the labor market that will help broaden the U.S. economy as it recovers from the deepest recession in seven decades. Source: Bloomberg.com Date: 04/03/2010 Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aDCWdea8_JO0 Questions for discussion: Summarize the reasons given for economic and stock market optimism?… Read more »
Government reportedly setting plan to sell Citi shares
Description: The U.S. government is setting up a program to sell its 27% stake in Citigroup Inc. and the plan could be announced next month, according to a report Thursday, citing unidentified people with direct knowledge of the matter. Source: Marketwatch.com  Date: 03/25/2010  Link: http://www.marketwatch.com/story/treasury-reportedly-sets-plan-to-sell-citi-shares-2010-03-25?siteid=nwtwk Questions for discussion: Would you be a buyer of… Read more »
U.S. Economy: Profit Surge May Help Broaden Expansion
Description: The fastest pace of economic growth in six years during the final three months of 2009 fueled a surge in corporate profits that may set the stage for job gains and a broadening of the U.S. recovery. Source: Bloomberg.com Date: 03/26/2010 Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aorqXG5sfGeY Questions for discussion: Summarize the reasons given for economic and stock… Read more »
Value Investing for the Next Decade
Description: Long-duration investing is about finding well-established companies to buy and hold for the next 10 years, according to fund manager Bill Smead, who favors pharmaceutical, housing and equity-fund plays. Matt Andrejczak reports. Source: Marketwatch.com – video report  Date: 03/16/2010 Link: http://www.marketwatch.com/video/asset/value-investing-for-the-next-decade/49B13123-0A86-4B78-ACD1-85EF967190FC Questions for discussion: Why do you believe investors are holding stocks for… Read more »
Avoid Negative-Net-Worth Stocks Like the Plague: John Dorfman
Description: I rarely buy a stock whose debt is greater than stockholders’ equity, or corporate net worth per share. In effect, that means I won’t give a second look to about one third of U.S. stocks. Source: Bloomberg.com Date: 03/15/2010 Link: http://www.bloomberg.com/apps/news?pid=20601039&sid=aReZz0vi1B5U Questions for discussion: In general, do you agree with this analysis and strategy… Read more »
Palm shares may hit $0: Analysts
Description: Palm’s future already looked bleak. But after reporting worse than expected results for the third quarter Thursday, some analysts think the company’s stock is now essentially worthless. Source: CNNMoney.com  Date: 03/19/2010 Link: http://money.cnn.com/2010/03/19/technology/palm_target_price_zero/index.htm Questions for discussion: Summarize the reasons for Palm’s demise. Do believe there is any hope for the stock? How would… Read more »
Wall Street sours on Palm as smartphone sales stall
Description: Analysts say wireless-device maker has few options; few see buyout as likely. Source: Marketwatch – video report  Date: 02/26/2010 Link: http://www.marketwatch.com/story/palms-survival-at-stake-if-smartphones-dont-sell-2010-02-26?siteid=nwtwk Questions for discussion: Do you think investors have properly valued Palm in the past or presently? On what basis would you set a stock value for the firm? What valuation would you… Read more »
Four Winning Stocks With More Nice Gains to Come: John Dorfman
Description:Â Sanderson Farms Inc., Hasbro Inc., CF Industries Holdings Inc. and Ralcorp Holdings Inc. have moved up nicely this year. Source: Bloomberg.com Date: 02/22/2010 Link: http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ayPIAFcd7_hE Questions for discussion: Do you agree with the assessments and recommended investing strategies presented in this article? What other factors should be considered?
