News Hub: Yellow Flags Ahead for Investors

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

Description:  Brett Arends tells Simon Constable and Michael Casey a few of his ten reasons why investors should becautious ahead. Source: Marketwatch.com  – video report   Date: 08/13/2010 Link: http://www.marketwatch.com/video/asset/news-hub-yellow-flags-ahead-for-investors/3E054F1A-9AAE-4733-B2A4-59E18B0DEEC9 Questions for discussion: Summarize the concerns expressed in this report. Do you agree with the primary points – especially those related to deflation? What investing… Read more »

Reagan insider: ‘GOP destroyed U.S. economy’

Posted by & filed under Economic Analysis, Governments & Regulators.

Description:    “How my G.O.P. destroyed the U.S. economy.” Yes, that is exactly what David Stockman, President Ronald Reagan’s director of the Office of Management and Budget, wrote in a recent New York Times op-ed piece, “Four Deformations of the Apocalypse.” Source:  Marketwatch.com    Date: 08/10/2010 Link: http://www.marketwatch.com/story/reagan-insider-gop-destroyed-us-economy-2010-08-10?pagenumber=1 Questions for discussion: Summarize the comments made in… Read more »

Cisco Systems’ profit jumps 79%

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Description:  Shares tumble in late trading after revenue comes in lighter than estimates Source:  Marketwatch.com   Date: 08/10/2010 Link: http://www.marketwatch.com/story/cisco-profit-jumps-shares-fall-on-revenue-miss-2010-08-11?siteid=nwtwk Questions for discussion:  From a fundamental analysis point of view, explain the drop in share value. From a technical analysis point of view, explain the drop in share value. Do you think Cisco is a… Read more »

M&A Losers in $10 Trillion Deal Binge Led by McClatchy, Sprint

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Description: More than half of the 100 biggest takeovers made during the last mergers-and-acquisitions boom have something in common: By one measure, they never should have happened. Source:  Businessweek.com Date: 08/13/2010 Link:  http://bx.businessweek.com/mergers-and-acquisitions/view?url=http%3A%2F%2Fwww.bloomberg.com%2Fnews%2F2010-08-13%2Fm-a-losers-in-10-trillion-takeover-binge-led-by-mcclatchy-sprint-nextel.html   Questions for discussion: Summarize the lessons learned from this report about the “success and failures” of M&As. What do you suppose… Read more »

Blackstone to Pay $4.7 Billion for Dynegy

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Description: The Blackstone Group, the private equity giant, agreed on Friday to buy Dynegy, the Houston power company that once sought to buy Enron, for $4.7 billion including debt, in the largest leveraged buyout so far this year. Source: NYTimes.com Date: 08/13/2010 Link: http://www.nytimes.com/2010/08/14/business/14dynegy.html?ref=business Questions for discussion: Is this a good deal? Is the risk… Read more »

Blockbuster wins debt reprieve, warns of liquidation

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Description:  Source: Reuters.com   Date: 08/13/2010 Link: http://www.reuters.com/article/idUSTRE67C2VO20100813 Questions for discussion: What financial advice would you give to Blockbuster’s management? What would you advise investors to do – buy, sell, or hold? Is there a special opportunity here for investors?

Apple sets sights on Exxon value

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Description: Apple’s super streak gives it a market valuation second only to the oil behemoth Exxon Mobil. But readers of ‘The Buzz’ are skeptical. Source: CNNMoney.com – video report Date: 08/06/2010 Link: http://money.cnn.com/video/news/2010/08/06/n_bz_apple_exxon_mobile.cnnmoney/ Questions for discussion: Summarize the reasons given for the overvaluation of Apple stock? What were the arguments that suggest Apple is not overvalued… Read more »

Wall Street resumes hiring

Posted by & filed under Economic Analysis, Management Issues.

Description:  CNN’s Maggie Lake talks to a high-powered headhunter, who says Wall Street hiring is bouncing back.  Source:  CNNMoney.com – video report    Date: 08/06/2010 Link: http://money.cnn.com/video/news/2010/08/06/n_wall_street_hiring.cnnmoney/ Questions for discussion: How do you interpret the increase in hiring on Wall Street? Do you believe there is a correlation between Wall Street activity and the economy in… Read more »

Barnes & Noble may put itself up for sale; stock jumps

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Description:  Barnes & Noble said late Tuesday that it will consider selling itself, pushing shares of the world’s largest bookseller up more than 25% in after-hours action Source:  Marketwatch.com   Date: 08/03/2010 Link: http://www.marketwatch.com/story/barnes-noble-may-put-itself-up-for-sale-2010-08-03?siteid=nwtwk Questions for discussion:  Do you think B&N is a good investment today? Would you short the stock? As an acquisition, how… Read more »

Stock Picks: Dow Chemical, Priceline.com, Research In Motion

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Description: Wall Street analysts offer buy, sell, or hold opinions on stocks in the news on Aug. 4. Source:  Businessweek.com Date: 08/04/2010 Link: http://www.businessweek.com/investor/content/aug2010/pi2010084_006866.htm   Questions for discussion: Summarize the reasons given for special interest in these stocks? Do you agree with the assessments and recommendations made?