August 16, 2011 – 10:48 am
A quote of the day for investor relations professionals, from National Investor Relations Institute President and CEO Jeff Morgan in his “IR Weekly” email and blog post under the heading “Market Mayhem”: Market volatility reached new extremes last week as we experienced global market moves of positive to negative 5% from one day to the next. [...]
August 10, 2011 – 2:36 pm
While the markets are going crazy, Jamie Dimon, chairman and CEO of JPMorgan Chase & Co., is out visiting bank customers and employees on a bus tour in California – and giving an interview today with CNBC. His core message: Cheer up, America! That’s not bad advice for investor relations folks, either. Dimon doesn’t mince words about shortcomings [...]
National Investor Relations Institute President and CEO Jeff Morgan follows up on Warren Buffett’s public comments about communicating with investors (see “Buffett takes a poke at IR”) today in NIRI’s IR Weekly e-newsletter. The Berkshire Hathaway CEO, you may recall, told CNBC in a recent interview that as an investor he doesn’t need to be [...]
Some folks in the investor relations community are bothered – even angered – by Warren Buffett’s recent verbal jabs at IR people and the profession as a whole. March 15 Update: a few additional thoughts here. Maybe I’m thick-skinned. I don’t think we need to feel threatened by what the CEO of Berkshire Hathaway says about [...]
OK, this is not my usual earnest, well-reasoned post. Just so you’re forewarned: Here’s a bit of summer fluff. And this may be in bad taste, or even sexist. Sex appeal isn’t an aspect of investor relations I ever considered, well, an aspect of investor relations. I’ve always thought of IR professionals as a cross [...]
Institutional investors are relying a bit more for equity research on mid-sized firms, regional brokers and industry-sector specialists as the bulge-bracket investment banks continue to reel from the effects of the financial crisis, Greenwich Associates reports in its 2010 U.S. Equity Analysts Study. Investor relations people reaching out to analysts might consider the changing sell side [...]
Among old Wall Street sayings, “Sell in May and go away” holds special attraction. A strategy for a worry-free summer, a way to reduce risk amid seasonal doldrums, a vacation from busyness. Ahhhhhh … For investor relations, alas, “go away” doesn’t completely apply. There is, of course, second-quarter reporting. A few meetings. Always the potential [...]
Eric Schmidt, chairman and CEO of Google, tells a good story in the May 2010 issue of Harvard Business Review – taking us behind the curtain of the initial public offering for the cyber-giant that is everywhere in our lives. Investor relations practitioners will enjoy this tale (“How I Did It: Google’s CEO on the Enduring [...]
February 4, 2010 – 8:30 am
Wow! Expectations that U.S. stocks will drop at least 10% has risen to the highest levels since April 1984.
In a recent survey of investment newsletters by Investors Intelligence, Bloomberg reports that:
The following are results from Investors Intelligence’s
analysis of investment newsletters for Jan. 27 through
yesterday. The company determines the proportion of writers who
are bullish and bearish [...]
February 4, 2010 – 6:35 am
I’ve written about previously (here and here) about Bloomberg’s expansion and eventual dominance of financial media from news to data and consumer. The WSJ reports today that indeed, Bloomberg is forecasting a respectable 10% growth rate for 2010 and plans to add an additional 1300 employees.
The revenue gains would come largely from a projected increase [...]
