What’s behind the Saudi Oil Price Cut

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Nasdaq Advisory Services Lead Energy Analyst Tamar Essner and Oilprice.com Senior Contributor Dan Dicker discuss the price of oil on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 04, 2014 Link: http://www.bloomberg.com/video/what-s-behind-the-saudi-oil-price-cut-UvsjUNlkRR6BSO7_DJlUkw.html Questions for Discussions: According to the panel, what is driving lower prices of oil? Do you think prices can… Read more »

Whole Foods reports 9% growth over last year

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Management Issues.

Description: Whole Food’s fiscal year culminated at the end of September, reporting “Record total sales of $3.3 billion, a 9% increase over the prior year.” Source: Fortune.com – video report Date: Nov 06, 2014 Link: http://for.tn/1GuEyIx Questions for Discussions: How well has the firm performed financially? Do you think the firm still warrants a premium… Read more »

No Money, No Problem: Bootstrapping Off Of Apple  

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Description: Braintree, GitHub and Nasty Gal all bootstrapped as startups, batting away offers from outside investors as long as they could and following their own lodestars to shape their companies. Source: Forbes.com Date: Nov 05, 2014 Link: http://www.forbes.com/sites/karstenstrauss/2014/11/05/no-money-no-problem-bootstrapping-off-of-apple/ Questions for Discussions: What was the financial planning strategy that these companies followed in order to maintain… Read more »

Expert Outlook: Mohamed El-Erian

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

Description: The U.S. economy will continue to heal; the European and Japanese economies will continue to struggle. Source: Businessweek.com Date: Nov 06, 2014 Link: http://www.businessweek.com/articles/2014-11-06/global-economics-expert-outlook-2015-mohamed-el-erian#r=nav-r-story Questions for Discussions: What, in your opinion, is the most significant prediction made by El-Erian of interest to investors? Do you agree with his assessment?

Will the LeBron James Stimulus Be Good for Cleveland?

Posted by & filed under Economic Analysis, Management Issues.

Description: When LeBron James announced his return to the Cleveland Cavaliers in July, fans celebrated by hanging banners, getting drunk and digging old jerseys out of purgatory. Source: NYTimes.com Date: Nov 04, 2014 Link: http://www.nytimes.com/2014/11/09/magazine/will-the-lebron-james-stimulus-be-good-for-cleveland.html?ref=business Questions for Discussions: What is the expected economic impact on Cleveland? Do you think it is a fair assessment? What… Read more »

Fiat Chrysler to spin-off Ferrari

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Description: Fiat Chrysler announced Wednesday it’s spinning off its famous luxury car brand Ferrari into an independent company – listing 10 percent of the stock on the market and distributing the remaining 90 percent to its shareholders. Source: Fortune.com – video report Date: Oct 29, 2014 Link: http://for.tn/1vhz0IF Questions for Discussions: Why did Fiat spin… Read more »

The Eurozone’s zombie banks

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

Description: They can’t be saved. They can’t be killed and are ready to cause the next global crisis! You’d be right to think zombies, but were you thinking zombie banks? Source: CNNMoney.com – video report Date: Oct 31, 2014 Link: http://money.cnn.com/video/news/2014/10/31/zombie-banks.cnnmoney/index.html Questions for Discussions: What are “zombie” banks and how were they “created”? Why are… Read more »

David Rosenberg: Bear markets don’t just appear out of nowhere — they’re cause by these two conditions

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Gluskin Sheff’s David Rosenberg isn’t rattled by the recent volatility in the financial markets. “For stocks, it always comes down to the Fed and the economy,” Rosenberg said to Business Insider. Source: FinancialPost.com Date: Oct 29, 2014 Link: http://business.financialpost.com/2014/10/29/david-rosenberg-bear-markets-dont-just-appear-out-of-nowhere-theyre-cause-by-these-two-conditions/ Questions for Discussions: What is David Rosenberg’s fundamental belief about stock market behavior? Does his… Read more »

Facebook Tumbles After Warning of Higher Costs to Come

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

Description: Facebook Inc. missed profit expectations for the first time in two years as the social network warned investors that higher costs from a series of acquisitions are beginning to take a toll on results. Source: WSJ.com Date: Oct 28, 2014 Link: http://online.wsj.com/articles/facebook-results-improve-on-mobile-ad-strength-1414526855 Questions for Discussions: What is affecting FB financials? Do you think the… Read more »

Valeant Ready to Raise Offer for Botox Maker Allergan

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

Description: Valeant Pharmaceuticals said on Monday that it was willing to raise its offer for the Botox maker Allergan, and once again invited the company to negotiate a friendly deal. Source: NYTimes.com Date: Oct 27, 2014 Link: http://dealbook.nytimes.com/2014/10/27/valeant-ready-to-raise-offer-for-botox-maker-allergan/?_php=true&_type=blogs&_r=0 Questions for Discussions: What will the affect of a $200 offer be on both firms’ stock values?… Read more »