BlackBerry beats Apple! Really.

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

Description: Apple shares have plunged more than 20% from their peak. During the same time, RIMM has soared 20%. Source: CNNMoney.com – video report Date: Nov 08, 2012 Link: http://money.cnn.com/video/investing/2012/11/08/investing-apple-research-in-motion.cnnmoney/ Questions for Discussions: Explain the recent stock movements of RIM and Apple. What is the argument for owning either stock? Where do you see these… Read more »

Zillow’s bubble may have burst

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Description: Online real estate site Zillow’s forecast is weaker than expected, but that’s not a bad sign for the housing recovery. Source: CNNMoney.com – video report Date: Nov 06, 2012 Link: http://money.cnn.com/video/investing/2012/11/06/investing-zillow.cnnmoney/ Questions for Discussions: Why did this stock drop in price so dramatically, according to the reporter? What lessons are there for other momentum… Read more »

Thousands of banks may disappear

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis.

Description:  Wall Streeters say Obama’s second term will be the death knell for small banks. Source: Fortune.com Date: Nov 09, 2012 Link:  http://finance.fortune.cnn.com/2012/11/09/banks-disappear-obama/?iid=SF_F_River Questions for Discussions: What is the basis for this prediction? Do you agree with the sentiment? Would the consequences be good or bad? How should investors react?

More Reasons Not to Fudge Business Expenses

Posted by & filed under Financial Planning, Governments & Regulators, Management Issues.

Description: It’s easy for entrepreneurs hatching startups to fudge the line between personal and business expenses. Is that laptop really used for your company, or for your kids? Are you discussing business at lunch, or gossiping with a friend? Beyond the typical admonitions about tax audits, running personal expenses through your business can backfire with… Read more »

Google Ventures ups fund to $300m a year

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Description: Google Ventures announced in a tweet yesterday it has increased its fund by 50 percent to $300 million a year and plans to invest $1.5 billion in startups through 2017. Source: Smartplanet.com Date: Nov 09, 2012 Link:  http://www.smartplanet.com/blog/bulletin/google-ventures-ups-fund-to-300m-a-year/5174?tag=header;header-sec Questions for Discussions: Explain the rationale for Google’s Venture fund? What primary benefit can Google receive… Read more »

How Sprint is outperforming Apple

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Description: CEO Dan Hesse’s turnaround of Sprint has the wireless carrier’s stock outperforming Apple’s. Source: CNNMoney.com – video report Date: Nov 02, 2012 Link: http://money.cnn.com/video/magazines/fortune/2012/11/02/ldrshp-sprint-1.fortune/ Questions for Discussions: Why has Sprint stock done so well over the past year? How has the deal with Apple changed cash flow? Would you be an investor in Sprint… Read more »

Joy: There’s Not Much Value in Treasuries

Posted by & filed under Economic Analysis, Financial analysis, Market Analysis.

Description: Nov. 2 (Bloomberg) — David Joy, chief market strategist at Ameriprise Financial, talks with Bloomberg’s Stephanie Ruhle about his strategy for investing in the bond market. They speak on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 02, 2012 Link: http://bloom.bg/YeXiFQ Questions for Discussions: Summarize the bond strategies made… Read more »

Verizon: Sandy could have ‘significant’ impact on profit

Posted by & filed under Company Analysis, Industry Analysis.

Description:  Verizon on Friday said it is making progress in getting its cellular service back online for customers impacted by Superstorm Sandy, but the repair work may take a chunk out of its fourth-quarter earnings. Source: CNNMoney.com Date: Nov 02, 2012 Link:   http://money.cnn.com/2012/11/02/technology/mobile/verizon-sandy/?source=cnn_bin Questions for Discussions: How can Verizon and others in the same industry… Read more »

It’s Global Warming, Stupid

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Description: Yes, yes, it’s unsophisticated to blame any given storm on climate change. Men and women in white lab coats tell us—and they’re right—that many factors contribute to each severe weather episode. Climate deniers exploit scientific complexity to avoid any discussion at all. Source: Businessweek.com Date: Nov 01, 2012 Link:  http://www.businessweek.com/articles/2012-11-01/its-global-warming-stupid#r=hp-ls Questions for Discussions: What… Read more »

Investing a lump sum of money in stocks pays off

Posted by & filed under Financial Planning, Growth & Valuation, Management Issues.

Description:  A mutual fund giant challenges an investment technique financial advisers have used for decades, and many professionals are taken aback. Source: Marketwatch.com Date: Nov 02, 2012 Link:  http://www.marketwatch.com/story/putting-a-lump-sum-of-money-into-stocks-pays-off-2012-11-02?siteid=nwtwk Questions for Discussions: Summarize the highlights of this study. How would you expect investors and advisors to react to the conclusions in the study?