Shocker! Apple makes billions
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Financial analysis, Growth & Valuation
Description: Strong global iPhone sales helped Apple beat expectations, as usual. Doubters beware – it’s hard to hate on AAPL.
Source: CNNMoney.com – video report
Date: 04/25/2012
Link: http://money.cnn.com/video/markets/2012/04/25/mkts-bz-apple-iphone.cnnmoney/
Questions for discussion:
- Summarize the financial results and the reasons there is surprise.
- Would you be a buyer or seller today?
Caterpillar: U.S. growth offsets China
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation
Description: Caterpillar CEO Douglas Oberhelman says manufacturing growth in the U.S. offset a slowdown in markets like China and Brazil in the past quarter.
Source: CNNMoney.com – video report
Date: 04/25/2012
Link: http://money.cnn.com/video/news/2012/04/25/n-co-caterpillar-ceo.cnnmoney/
Questions for discussion:
- Summarize the analysis presented.
- Do you agree with these views?
- Would you be a buyer or seller today?
Video: Is the market caught between the bulls and bears?
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation
Description: Brian Belski, BMO’s new chief investment strategist, on how long the transition will last.
Source: GlobeandMail.com – video
Date: 04/26/2012
Questions for discussion:
- What are secular and cyclical bulls and bears?
- Do you agree with this analysis?
Providence Said Selling Hulu Stake at $2 Billion Value
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation
Description: Hulu.com owners Walt Disney Co. (DIS),Comcast Corp. (CMCSA) and News Corp. (NWSA) are close to buying out Providence Equity Partners Inc.’s stake at a price that values the company at $2 billion, said two people with knowledge of the matter.
Source: Bloomberg.com
Date: 04/26/2012
Link: http://www.bloomberg.com/news/2012-04-26/providence-said-selling-hulu-stake-at-2-billion-value.html
Questions for discussion:
- Do you think this was a good decision?
- How would you value the shares?
- How does this sale affect the overall valuation of the firm?
- Do you think this was a motivating factor by management?
What If Facebook Isn’t So Special After All?
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation
Description: As the fateful day of Facebook’s initial public offering draws closer, the giant social network’s financial results are attracting more attention. And while its recently updated securities filing shows some blockbuster numbers—including a mind-boggling 900 million active users, half a billion of whom use the site daily—it also reveals some potential red flags, including rapidly rising costs for marketing and other expenses. All of this raises the question that investors will need to answer before too long: Is Facebook unlike anything we have seen before, or is it just another modestly profitable Web business?
Source: Businessweek.com
Date: 04/24/2012
Link: http://www.businessweek.com/articles/2012-04-24/what-if-facebook-isn-t-so-special-after-all
Questions for discussion:
- What are the concerns related to the valuation placed on Facebook?
- How would you go about financially analyzing Facebook?
- What value would you place on the firm today?
Supremex: The cheque really is in the mail
April 30, 2012 by Brahm Canzer
Filed under Company Analysis, Financial Planning, Growth & Valuation
Description: Are we really ready to stop mailing things? Is the all-digital life just around the corner?
Source: GlobeandMail.com
Date: 04/25/2012
Questions for discussion:
- Summarized the appeal of this stock from an investor’s point of view.
- Would you be a buyer?
- How have the firm’s financial managers dealt with the lack of growth?
- Is this strategy sustainable?
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?
No grimacing for McDonald’s investors
April 23, 2012 by Brahm Canzer
Filed under Company Analysis, Financial analysis, Growth & Valuation
Description: With a boost from strong earnings, McDonald’s isn’t the only fast food co. on the up and up. Chipotle and Yum! Brands are following suit.
Source: CNNMoney.com – video report
Date: 04/20/2012
Link: http://money.cnn.com/video/markets/2012/04/20/mkts-bz-fast-food.cnnmoney/
Questions for discussion:
- Compare the financial results for the firms mentioned in this report?
- How do you explain their performances?
- Would you be a buyer or seller of any of them?
Why Are Apple and Google Shares Dropping?
April 23, 2012 by Brahm Canzer
Filed under Company Analysis, Growth & Valuation
Description: Your screens aren’t deceiving you. Google and Apple stocks have been dropping since Friday. Why? Steven Russolillo reports on digits. Photo: AP.
Questions for discussion:
- Summarize the analysis presented.
- Do you agree with these views? Would you be a buyer or seller today?
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?
