Mayo: Banks too big to regulate
May 14, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues
Description: After news of JPMorgan’s multi-billion dollar loss, Mike Mayo reaffirms his stance that incentives are misaligned at big banks.
Source: CNNMoney.com – video report
Date: May 11, 2012
Link: http://money.cnn.com/video/news/2012/05/11/n-mayo-jpmorgan-banks.cnnmoney/
Questions for Discussion:
- Summarize the opinions expressed by Mike Mayo.
- Do you agree with his assessment, particularly about risk?
- What would you advise regulators? Investors?
CT: Company Analysis, Industryl Analysis, Management Issues, Governments & Regulators, Growth & Valuation -
Facebook Co-Founder May Gain Choosing Singapore Over U.S.
May 14, 2012 by Brahm Canzer
Filed under Company Analysis, Financial Planning, Governments & Regulators, Management Issues
Description: Eduardo Saverin, the billionaire co- founder of Facebook Inc. (FB), renounced his U.S. citizenship before an initial public offering that values the social network at as much as $96 billion, a move that may reduce his tax bill.
Source: Bloomberg.com
Date: May 11, 2012
Questions for Discussions:
- What are the ethical issues expressed in this article?
- What are the arguments for and against his decision?
- What would you do?
Rattner: General Motors is undervalued
May 7, 2012 by Brahm Canzer
Filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation
Description: Steven Rattner, former ‘auto czar’ for the Treasury Dept., says the government should hold its GM stake until the stock rises further.
Source: CNNMoney.com – video report
Date: May 02, 2012
Link: http://money.cnn.com/video/markets/2012/05/01/mkts-rattner-gm-government.cnnmoney/
Questions for Discussion:
- What is the basis for this evaluation of GM?
- Do you agree with this assessment?
Video: Analyst calls RIM results a ‘disaster’
April 2, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues
Description: BNN speaks to Peter Misek, Analyst, Jefferies.
Source: BNN.ca – video report
Date: 03/30/2012
Questions for discussion:
- Summarize the managerial and financial aspects in this report.
- Do you think RIM stockholders can recover?
- What strategy would you recommend to management?
IPOs Suffer Slow Start as Facebook Readies Sale
April 2, 2012 by Brahm Canzer
Filed under Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis
Description: In a year heralding the landmark initial public offering of Facebook Inc. (FB), share sales got off to a slow start.
Source: Bloomberg.com
Date: 03/30/2012
Questions for discussion:
- Summarize the highlights presented in this article.
- Do you agree with the analysis?
- Where do you see the IPO market headed this year?
The Wall Street multibillion scandal no one is talking about
March 26, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Growth & Valuation, Market Analysis
Description: The LIBOR trading scandal could turn out to be far worse for Wall Street than its mortgage troubles.
Source: Fortune.com
Date: 03/23/2012
Questions for discussion:
- What is the basis of the scandal, according to the report?
- What is your opinion of the report?
- What do believe will happen next?
US Airways Said to Brief AMR Creditors on Takeover Plan
March 26, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis
Description: US Airways Group Inc. (LCC), seeking support for a possible American Airlines (AAMRQ)merger, is discussing a takeover plan with some creditors of the bankrupt carrier and their advisers, people with knowledge of the talks said.
Source: Bloomberg.com
Date: 03/23/2012
Questions for discussion:
- Summarize the thinking presented in the article related to the merger.
- Do you think a deal like this would be good and if so, for whom?
- How would you value this deal?
Goodbye to Goldman: Will Blankfein Be Next?
March 19, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Growth & Valuation, Management Issues
Description: Some day, when they write the definitive history ofGoldman Sachs (GS), Wall Street’s 143-year-old warehouser of brass rings, the date March 14, 2012, will stand in infamy. If you haven’t already heard, that’s when Greg Smith, an executive with the bank in London, resigned with guns a-blazing, in a corporate revenge fantasy worthy of a sequel to Office Space. The 12-year veteran—he started as a summer intern during college—penned an op-ed in the New York Times that wasted zero time to cut to the damning chase:
Source: Businessweek.com
Date: 03/14/2012
Link: http://www.businessweek.com/articles/2012-03-14/goodbye-to-goldman-will-blankfein-be-next
Questions for discussion:
- Summarize the criticisms made by Greg Smith.
- How has this report evaluated the impact on the firm?
- What are the managerial implications for Goldman?
Brazil Faces New Oil-Boom Curse as the World’s Resource Engine
March 19, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis
Description: In 2007, Brazilian geologists made the biggest oil find in the Americas in three decades. Buried more than five miles below sea-level, the discovery was estimated to raise the country’s crude reserves by 62 percent.
Source: Bloomberg.com
Date: 03/13/2012
Questions for discussion:
- Summarize the issues raised in the article about resource based industries?
- How can investors inside and outside Brazil be expected to respond?
- How will the currency likely be affected as resources rise or fall in value?
- What are the implications for investors?
End of Days for Independent Pharmacies?
March 12, 2012 by Brahm Canzer
Filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis
Description: When patients arrive at Woods Pharmacy & Prescription in Mountain View, Ark., pharmacist Dana Woods greets them by name. In a town of 3,000, where Woods has owned the $2 million pharmacy and soda fountain for 26 years, he usually also knows their parents, their children, and their medications.
Source: Businessweek.com
Date: 03/08/2012
Link: http://www.businessweek.com/articles/2012-03-08/end-of-days-for-independent-pharmacies
Questions for discussion:
- Describe the retail pharmaceutical industry and the changes taking place.
- Do you think this merger will be good or bad for small retailers?
