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?
Apple’s rollercoaster April continues to confound investors
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation, Management Issues
Description: During a wild April that has so far seen the company lose – then gain – billions in market cap, predicting Apple (AAPL-Q610.0049.728.87%)’s future has become one of Wall Street’s riskier adventures.
Source: GlobeandMail.com
Date: 04/25/2012
Questions for discussion:
- Do you think investors believe Apple has peaked?
- How do you think Apple will perform over the next year?
Apple to see another big iPhone, iPad quarter
April 23, 2012 by Brahm Canzer
Filed under Company Analysis, Financial Planning, Growth & Valuation, Management Issues
Description: Apple Inc. is expected to post another strong period of iPhone and iPad sales when it reports results for the March quarter on Tuesday, despite recent worries that have hurt the stock price over the last week.
Source: Marketwatch.com
Date: 04/20/2012
Questions for discussion:
- Summarize the main points presented in this report.
- Would you be a buyer of Apple today?
Wall Street: Is This a Rally Or a Bump?
April 16, 2012 by Brahm Canzer
Filed under Company Analysis, Financial Planning, Growth & Valuation, Management Issues
Description: On Mean Street, a look at the viability of Wall Street’s Wednesday gains continuing. Also, employers can’t fill open jobs. Plus, paying homage to music legend Bruce Springsteen. Photo: Reuters.
Source: Marketwatch.com – video report
Date: 04/11/2012
Questions for discussion:
- Summarize the main points presented in this report.
- What is your sense of the analysis and prognostications made?
Cash flow king for small business owners
April 16, 2012 by Brahm Canzer
Filed under Financial Planning, Management Issues
Description: Seventy-six per cent of small business owners believe effective cash-flow management is fundamental to the success of their businesses, with 72 per cent reporting that they currently manage cash flow well, a study released today from the American Express Small Business Monitor reveals.
Source: GlobeandMail.com
Date: 04/10/2012
Questions for discussion:
- What does the report have to say to small business managers?
- Do you agree with these assessmnets?
Instagram’s Systrom Builds $1 Billion Application in Two Years
April 16, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues
Description: Silicon Valley is one of the few places where a 27-year-old Web entrepreneur can parlay a photo-sharing application with no known source of revenue into $1 billion — in two years.
Source: Bloomberg.com
Date: 04/10/2012
Questions for discussion:
- Do you think the background experience of these two entrepreneurs had anything to do with their success this time?
- What factors contributed to the rapid growth rate?
- How will Facebook be able to monetize this product?
- Do you agree with the valuation?
Risk is back on Wall Street!
April 16, 2012 by Brahm Canzer
Filed under Industry Analysis, Management Issues
Description: Wall Street is notorious for its short memory. Four new signs that risk has returned to the financial sector may make you wonder if the crisis ever happened. Source: Fortune.com
Date: 04/12/2012
Link: http://finance.fortune.cnn.com/2012/04/12/wall-street-risk/?iid=SF_F_River
Questions for discussion:
- Summary the highlights presented in this report.
- Do you agree with these opinions?
Hostess Serves New Batch of Cuts
April 9, 2012 by Brahm Canzer
Filed under Company Analysis, Financial Planning, Growth & Valuation, Management Issues
Description: If negotiations fail, Hostess and its unions will face off in a trial over whether the company can scrap its labor contracts-an example of how wage levels across many once-vibrant industries are falling. Mike Spector reports on Markets Hub. Photo: Paul J. Richards/AFP/Getty Images.
Source: Marketwatch.com – video report
Date: 04/02/2012
Questions for discussion:
- Summarize the main points presented in this report.
- How will the deal affect financials?
Exclusive: The $1.3 billion bond deal haunting Goldman
April 9, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation, Management Issues
Description: The Securities and Exchange Commission is likely to bring charges soon against Goldman Sachs (GS) for a 2006 mortgage investment deal. The agency hasn’t said which one yet, but Fortune has learned there’s a good chance the SEC’s case will focus on Fremont Home Loan Trust 2006-E, a bundle of more than 5,000 mortgages that has cost investors, including mortgage guarantor Freddie Mac and by extension U.S. taxpayers, an estimated $545 million.
Source: Fortune.com
Date: 04/02/2012
Link: http://finance.fortune.cnn.com/2012/04/02/fremont-bond-goldman-sachs/?iid=SF_F_LN
Questions for discussion:
- Summarize the highlights presented in the report.
- What is your view of the situation?
