The $20 book that companies are betting could save them $100,000 or more

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description: CBS, Michael Dell, and others are giving David Agus’s A Short Guide to a Long Life to their employees to encourage good health. Source: Fortune.com Date: Jan 17, 2014 Link: http://features.blogs.fortune.cnn.com/2014/01/17/the-20-book-that-companies-are-betting-could-save-100000-or-more/?iid=SF_F_River Questions for Discussions: What is the message to managers and employees? What are the cost and benefits contributions to cash flow and cost… Read more »

Netflix hit by Morgan Stanley downgrade

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

Description: Shares of Netflix tumbled after Morgan Stanley downgraded the stock due to fears of increased competition and that investors have unreasonably high expectations for subscriber gains. Source: CNNMoney.com – video report Date: Jan 07, 2014 Link: http://money.cnn.com/video/investing/2014/01/07/investing-the-buzz-netflix-streaming-house-of-cards-dvds-amazon-prime-hulu-hbo-go.cnnmoney/index.html Questions for Discussions: Summarize the reasons for the downgrade. Do you think Netflix will remain overvalued like… Read more »

At Wal-Mart, moving the needle on e-commerce

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Description:  The retailer’s global e-commerce chief, Neil Ashe, sits down with Fortune’s Adam Lashinsky in Las Vegas to talk struggles and strategy. Source:  Fortune.com – video report Date: Jan 07, 2014 Link: http://tech.fortune.cnn.com/2014/01/07/at-walmart-moving-the-needle-on-e-commerce/?iid=SF_F_River Questions for Discussions: What does this report say about Wal-Mart’s ecommerce strategic thinking? What are the financial issues facing the firm as… Read more »

Four charts that explain the 2014 market so far

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

Description: As new-year pension money pours in, the stock market is screaming higher today. The true test will be when the very short-term oversold condition is relieved. In spite of today’s rally, the first three days have a major significance that investors should pay attention to. Source: Marketwatch.com Date: Jan 07, 2014 Link: http://www.marketwatch.com/story/four-charts-that-explain-the-2014-market-so-far-2014-01-07 Questions… Read more »

Apple Users Spent $10 Billion on Apps in 2013

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Description: Apple (AAPL) offered one of its periodic check-ins on activity in the App Store Tuesday, and announced that its users spent $10 billion last year in the App Store, with $1 billion coming in December alone. Source:  Businessweek.com Date: Jan 07, 2014 Link: http://www.businessweek.com/articles/2014-01-07/apple-users-spent-10-billion-on-apps-in-2013 Questions for Discussions: What is the financial significance of the… Read more »

UPDATE 4-JPMorgan to pay over $2 billion to settle Madoff case

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

Description:  JPMorgan Chase & Co will pay more than $2 billion of penalties to settle charges by U.S. federal authorities that it failed to report suspicious activity involving Bernard Madoff’s Ponzi scheme. Source:  Reuters.com Date: Jan 07, 2014 Link: http://in.reuters.com/article/2014/01/07/jpmorgan-madoff-deal-idINL2N0KH0ZP20140107 Questions for Discussions: Summarize the illegal behaviors for which the bank is being fined. Why… Read more »

Stocks: Break out the champagne!

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Description: It’s been a terrific year for stocks and investors are hoping 2013 goes out on a high note. Source: CNNMoney.com – video report Date: Dec 27, 2013 Link: http://money.cnn.com/video/investing/2013/12/20/investing-the-buzz-year-end.cnnmoney/ Questions for Discussions: What is the prognosis for stocks for 2014, according to the report? What is the basis for the predictions?

Investor Exuberance at Record Highs

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Description:  Helima Croft, Senior Geopolitical Strategist at Barclays, and Porter Bibb, Managing Partner of Corporate Finance at Mediatech Capital Partners, discuss bullish sentiment that is driving markets and the impact that may have on 2014. They speak on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg) Source:  Bloomberg.com – video report Date: Dec 27, 2013 Link: http://www.businessweek.com/videos/2013-12-27/investor-exuberance-at-record-highs#r=nav-f-video… Read more »

Exclusive: Does It Make Any Sense for Overstock.com to Accept Bitcoin?

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Management Issues.

Description: Right now, merchants seem to accept Bitcoin for three main reasons: They want press coverage, they’re libertarian fellow travelers, or they’re selling drugs. Assuming that last one doesn’t apply to Overstock.com (OSTK), its announcement that it will begin accepting Bitcoin by mid-2014 seems to be some mix of the first two reasons. The online… Read more »