Twitter now under Wall St. microscope

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

Description: One Wall Street analyst on the floor of the NYSE thinks Twitter could have revenues of $2 billion by 2015. Source: CNNMoney.com – video report Date: Nov 07, 2013 Link: http://money.cnn.com/video/investing/2013/11/07/investing-twitter-ipo-nyse.cnnmoney/index.html Questions for Discussions: Explain the behavior of investors rushing to get in on the IPO of Twitter. What is the basis of the… Read more »

BlackBerry Comeback Hampered by Vanishing Cash

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

Description: Investors are no longer wondering if BlackBerry Ltd. (BBRY) will run out of cash. For some, it’s now a question of when. Source: Bloomberg.com – video report Date: Nov 05, 2013 Link: http://bloom.bg/1iJ4iT1 Questions for Discussions: Do you think John Chen can successfully turn the firm around? Are the concerns over cash flow justified… Read more »

Here’s a Twitter reality check

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Description: Commentary: IPO was designed for opening-day pop, but just wait Source: MarketWatch.com Date: Nov 08, 2013 Link: http://www.marketwatch.com/story/04871c4c-48ac-11e3-adc2-00212803fad6/stitch?storyguid=f8424e86-4881-11e3-adc2-00212803fad6&siteid=nwtwk Questions for Discussions: Summarize the arguments against buying IPO stock. Do you agree with this assessment? Why do you suppose investors are readily drawn into them?

Sometimes, Things Really Are Different This Time

Posted by & filed under Financial analysis, Growth & Valuation, Market Analysis.

Description: The four most dangerous words in investing are said to be “It’s different this time.” Someone uses them at the peak of every bubble to justify ignoring lessons of the past. Source: Fool.com Date: Nov 04, 2013 Link: http://www.fool.com/investing/general/2013/11/04/sometimes-things-really-are-different-this-time.aspx?source=isesitlnk0000001&mrr=0.33 Questions for Discussions: Explain the arguments presented in this report. Do you agree with the… Read more »

François Rochon: S&P 500, banks look undervalued based on earnings

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

Description: But tech companies like Facebook and LinkedIn have values that are far more optimistic than warranted Source: MontrealGazette.com Date: Nov 05, 2013 Link: http://www.montrealgazette.com/business/money/François+Rochon+banks+look+undervalued+based+earnings/9123864/story.html Questions for Discussions: Summarize the analysis of stocks and indexes in this report? Do you agree with the assessments and recommendations?

Did you know Cuba has two currencies?

Posted by & filed under Governments & Regulators.

Description: The system of duel currency creates two levels of wage earners in Cuba. The government announced that they want to end the practice and create a currency that is more valuable. Source: CNNMoney.com – video report Date: Oct 31, 2013 Link: http://money.cnn.com/video/news/2013/10/31/n-cuba-dual-currency-reform.cnnmoney/index.html Questions for Discussions: Explain how Cuba’s economy functions with two currencies? Why… Read more »

What’s driving the oil trade?

Posted by & filed under Financial analysis, Growth & Valuation.

Description: – On today’s “Futures In Focus,” Big Brokerage President Jeffrey Grossman discusses oil and energy on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 1, 2013 Link: http://www.bloomberg.com/video/what-s-driving-the-oil-trade-s2O5hjOGS4apwoWmYDmX_Q.html Questions for Discussions: Summarize the reasons for a predicted drop in oil prices? Do you agree with this assessment? How… Read more »

How to invest when you feel really good

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Description: Bloomberg’s Eric Balchunas looks at how to play rising investor confidence with ETFs. He speaks with Adam Johnson on Bloomberg Television’s “Street Smart.” Cantor Fitzgerald’s Peter Cecchini also comments. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 01, 2013 Link: http://bloom.bg/HtiS5D#ooid=xxeHNuZzq6yrqSmVDyle3l6TeLCdpGyo Questions for Discussions: Summarize the strategies suggested and their relationship with confidence… Read more »

Wells Fargo now most profitable bank in U.S.

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: In another sign of the huge changes within the banking business since the financial crisis, Wells Fargo (WFC) is on pace to make more money this year than any other bank in the U.S. Source: Fortune.com Date: Nov 01, 2013 Link: http://finance.fortune.cnn.com/2013/11/01/wells-fargo/?iid=SF_F_River Questions for Discussions: Explain the reasons for the success of the firm…. Read more »

5 signs the stock market is in a bubble

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

Description: (MoneyWatch) U.S. stock markets have had a good year so far, but has it been too good? Source: CBSNews.com Date: Oct 31, 2013 Link: http://www.cbsnews.com/8301-505123_162-57610208/5-signs-the-stock-market-is-in-a-bubble/?tag=nl.e713&s_cid=e713&ttag=e713&ftag=TRE4cf7aca Questions for Discussions: What are the indicators that suggest the stock market is due for a drop in value? Do you agree with the analysis presented?