Swipe this! MasterCard announces stock split

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

Description: MasterCard surged after announcing a stock split that will make shares more affordable to average investors. Should Apple and Priceline follow MasterCard’s lead? Source: CNNMoney.com – video report Date: Dec 11, 2013 Link: http://money.cnn.com/video/investing/2013/12/11/investing-the-buzz-mastercard-stock-split-google-priceline-apple.cnnmoney/index.html Questions for Discussions: How much impact do you think a ten for one stock split will have on the stock… Read more »

Twitter soars but still has much to prove

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

Description:   Twitter is off to a much better start as a public company than Facebook was in 2012. But Twitter still has to find a way to be profitable if it really wants to compete with Facebook. Source:  CNNMoney.com – video report Date: Dec 11, 2013 Link: http://money.cnn.com/video/investing/2013/12/10/investing-the-buzz-twitter-facebook-ipo.cnnmoney/index.html Questions for Discussions: Compare Facebook and Twitter… Read more »

Volcker Rule Got Tougher on Hedges, Softer on Trader Pay

Posted by & filed under Growth & Valuation, Management Issues.

Description: U.S. regulators made a few identifiable changes to the Volcker rule they approved yesterday after two years of lobbying and negotiation. One is the addition of the word “identifiable.” Source: Bloomberg.com – video report Date: Dec 10, 2013 Link: http://www.bloomberg.com/news/2013-12-11/volcker-rule-got-tougher-on-hedges-softer-on-trader-pay.html Questions for Discussions: Explain the Volker Rule. What impact do you think it will… Read more »

Exclusive: The Inside Story of GM’s Comeback and Mary Barra’s Rise

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description: Dan Akerson, the chairman and chief executive officer of General Motors (GM), arrives at the company’s Technical Center on Nov. 13 to address about 1,000 engineers and designers. Source:  Businessweek.com Date: Dec 11, 2013 Link:  http://www.businessweek.com/articles/2013-12-12/exclusive-the-inside-story-of-gms-comeback-and-mary-barras-rise Questions for Discussions: How was GM saved? Is the current financial structure sound? Does the firm have the… Read more »

Vice Media Buys a Tech Company to Experiment With Content Distribution

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Description:  ADVERTISING, journalism and technology continue to converge. The latest example: Vice Media’s acquisition of Carrot Creative, a digital agency that creates apps, websites and games for media companies and brands. Source:  NYTimes.com Date: Dec 10, 2013 Link: http://www.nytimes.com/2013/12/11/business/media/vice-media-buys-a-tech-company-to-experiment-with-content-distribution.html?hpw&rref=technology&_r=0 Questions for Discussions: Does this merger makes sense in your opinion? What is the direction Vice… Read more »

Market up on good news? Pinch me!

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: The jobs report was strong and the markets are celebrating. Sure, the Fed may taper sooner rather than later. But that’s not a bad thing as long as the economy is improving. Source: CNNMoney.com – video report Date: Dec 07, 2013 Link: http://money.cnn.com/video/investing/2013/12/06/investing-the-buzz-taper-fed-markets-bernanke-quantitative-easing-jobs-economy.cnnmoney/index.html Questions for Discussions: Why did the stock market rally? How do… Read more »

Can Apple get back to $700?

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Description: Apple is in the green for 2013 and shares are nearing $600 thanks to a reported China Mobile deal. But to get above its all-time high, Apple must innovate. Source: CNNMoney.com – video report Date: Dec 05, 2013 Link: http://money.cnn.com/video/investing/2013/12/05/investing-buzz-apple-stock-china-mobile-deal.cnnmoney/index.html   Questions for Discussions: What are the arguments for expectations of higher stock highs… Read more »

Apple seen gaining from China, institutional investors

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Description: The outlook for Apple Inc. getting a deal with China Mobile and more investment from institutional investors were reasons that UBS analyst Steven Milunovich gave for raising his rating on the iPhone maker on Tuesday. Source: MarketWatch.com Date: Dec 06, 2013 Link: http://www.marketwatch.com/story/32674e58-5ea9-11e3-a001-00212803fad6/stitch?storyguid=8cdcc336-5c29-11e3-aa1f-00212803fad6&siteid=nwtwk Questions for Discussions: What is the basis for Steven Milunovich’s predictions… Read more »

Lowest Jobless Rate in 5 Years Raises Odds of a Fed Move

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

Description: After years of frustrating fits and starts in the wake of the financial crisis and the Great Recession, the United States economy finally appears to be generating jobs at a healthier, more sustainable pace that many analysts now think will continue into 2014. The official unemployment rate fell in November to its lowest level… Read more »

The Ugly Numbers Behind Unbundled Cable TV

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Description: If you’re a cable TV subscriber who grumbles about paying for dozens of channels your family never watches, a media analyst has a message: That cable bundle carries all sorts of unseen benefits. Source: BusinessWeek.com Date: Dec 06, 2013 Link: http://www.businessweek.com/articles/2013-12-06/the-ugly-numbers-behind-unbundled-cable-tv#r=hpt-ls Questions for Discussions: Explain the arguments presented for and against bundling with respect… Read more »