Description: Soft demand in crisis-stricken Europe is hurting sales of watch and accessory maker Fossil – and its stock price. Source: CNNMoney.com – video report Date: May 10, 2012 Link: http://money.cnn.com/video/markets/2012/05/08/mkts-bz-fossil.cnnmoney/ Questions for Discussion: Why did Fossil’s share drop so dramatically? Do you think they can return to recent valuations? How would you go about evaluating… Read more »
Monthly Archives: May 2012
Mayo: Banks too big to regulate
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?… Read more »
J.P. Morgan shares slump after $2 bln trading loss
Description: Bank’s loss is embarrassment for CEO, fodder for regulators Source: Marketwatch.com Date: May 11, 2012 Link: http://www.marketwatch.com/story/jp-morgan-shares-slump-after-2b-trading-loss-2012-05-11?siteid=nwtwk Questions for Discussions: Summarize the reasons for the loss. What do you believe this event will mean for the company, management, and regulators? CT:  Financial Analysis, Company Analysis, Industry Analysis, Management Issues, Governments & Regulators – Investing… Read more »
Facebook Co-Founder May Gain Choosing Singapore Over U.S.
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 Link: http://www.bloomberg.com/news/2012-05-12/facebook-co-founder-may-gain-choosing-singapore-over-u-s-.html Questions for Discussions: What are the ethical issues… Read more »
Green Mountain Coffee: A Giddy Win for Short-Sellers
Description: Ten years ago, smarting over my tech-stock losses, I should have bought shares of Green Mountain Coffee Roasters (GMCR). Of course, it was the manifest destiny of a Vermont-based outfit to go out and rock the coffee world, Starbucks’ (SBUX) hegemony be damned. Source: Businessweek.com Date: May 09, 2012 Link: http://www.businessweek.com/articles/2012-05-09/green-mountain-coffee-a-giddy-win-for-short-sellers Questions for Discussions:… Read more »
Why Delta is buying an oil refinery
Description: Delta Air Lines tries to take out the middle man by purchasing a Pennsylvania oil refinery, but it could prove to be a risky investment. Source: CNNMoney.com – video report Date: May 01, 2012 Link: http://money.cnn.com/video/news/2012/05/01/n-delta-oil-refinery.cnnmoney/ Questions for Discussion: Why did Delta do this? What are the risks? Do you think it was a… Read more »
Rattner: General Motors is undervalued
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?
The technicals are bullish
Description: When the broad stock market, as measured by the Standard & Poor’s 500 Index, broke down through the important 1,390 support level in early April, it seemed that the bears would finally have their chance to take control after a long run by the bulls. Source: Marketwatch.com Date: May 01, 2012 Link: http://www.marketwatch.com/story/the-technicals-are-bullish-2012-05-01?link=mw_home_kiosk Questions… Read more »
Is time running out for Nokia and RIM?
Description:Â For two former leaders in mobile and smartphones, the fall from the top was painfully obvious this week. Source: Marketwatch.com Date: May 03, 2012 Link: http://www.marketwatch.com/story/is-time-running-out-for-nokia-and-rim-2012-05-03?link=home_carousel Questions for Discussions: What does the report have to say about the financial status of these firms? Do you agree with this analysis? What would you advise investors… Read more »
Canadians Dominate World’s 10 Strongest Banks
Description: Banks from Citigroup Inc. (C) in the U.S. to BNP Paribas SA (BNP) in France are racing to shed assets and raise money ahead of new global capital rules that start taking effect in 2015. For Canadian lenders, these moves have created the opportunity to go on a shopping spree. Source: Bloomberg.com Date: May… Read more »
