Description: Investors have been taking money out of Apple and putting it in other big technology names like Google but Scott Kessler, head of technology equity research at S&P Capital IQ, said he still thinks Apple is a “strong buy.” Source: CNBC.com – video report Date: Feb 20, 2013 Link: http://www.cnbc.com/id/100475933 Questions for Discussions: Summarize… Read more »
Posts By: Brahm Canzer
Bridgewater Bets World Stocks Get Lift on Cash
Description: Bridgewater Associates the $140 billion hedge fund founded by Ray Dalio, is betting on global stocks and oil as it expects money to move into equities and other assets amid increased economic confidence. Kelly Bit reports on Bloomberg Television’s “Money Moves.”(Source: Bloomberg) Source: Bloomberg.com – video report Date: Feb 12, 2013 Link: http://bloom.bg/14QzkTG#ooid=ZyaDRiOTrQkZ2F0tIDdotR2k3Xkn6-DW Questions… Read more »
Apple Stock Is Cheapest Since 2000
Description: The cheapest Apple shares in 12 years are encouraging some of the world’s biggest investors to bet that the stock will rebound. Dominic Chu reports on Bloomberg Television’s “Money Moves.” (Source: Bloomberg) Source: Businessweek.com – video report Date: Feb , 2013 Link: http://bloom.bg/VayAbL#ooid=91bjJjOTqtrMIZDerM5zogc2h9NE6HrY Questions for Discussions: What is the basis for arguing that… Read more »
Facebook Gets a Multibillion-Dollar Tax Break
Description: It hasn’t drawn much attention, but Facebook’s first annual earnings report contains an accounting gem: a multibillion-dollar tax deduction for the cost of executive stock options and share awards. Source: Businessweek.com Date: Feb 14, 2013 Link: http://www.businessweek.com/articles/2013-02-15/facebook-gets-a-multi-billion-dollar-tax-break#r=hp-lst Questions for Discussions: Why is the tax treatment of stock options a controversial issue? In your opinion,… Read more »
U.S. Homeowners Are Repeating Their Mistakes
Description: If there’s one thing Americans should have learned from the recession, it’s the importance of diversifying risk. Middle-class households had too much of their net worth tied up in their homes and were too exposed to stocks through 401(k)s and other investments. Source: Businessweek.com Date: Feb 14, 2013 Link: http://www.businessweek.com/articles/2013-02-14/u-dot-s-dot-homeowners-are-repeating-their-mistakes#r=hp-lst Questions for Discussions: What… Read more »
Hermes $10,000 Birkin Purse Seen Leading to Record Sales
Description: For decades, fashionistas have known that a Birkin bag is a safe style bet — if you can get your hands on one. That demand makes its producer, Hermes International SCA, the surest bet in the luxury industry when it comes to sales growth. Source: Bloomberg.com Date: Feb 11, 2013 Link: http://www.bloomberg.com/news/2013-02-10/hermes-10-000-birkin-purse-seen-leading-to-record-sales-retail.html Questions for… Read more »
Berkshire and 3G Capital in a $23 Billion Deal for Heinz
Description: Just days ago, the fate of a 144-year-old American icon was being hashed out in a Pittsburgh conference room as executives spoke by phone to representatives of two global billionaires who went by the code names “Owl” and “Goose.” Source: NYTimes.com Date: Feb 15, 2013 Link: http://dealbook.nytimes.com/2013/02/14/berkshire-and-3g-capital-to-buy-heinz-for-23-billion/ Questions for Discussions: Describe the finiancial structure… Read more »
Dell LBO `Fair Deal’ for Shareholders, Sculley Says
Description: John Sculley, former chief executive officer of Apple Inc., and Shannon Cross, analyst at Cross Research, talk about Dell Inc.’s decision to go private in a deal valued at $24.4 billion, undertaking the biggest leveraged buyout since the financial crisis. They speak with Tom Keene and Sara Eisen on Bloomberg Television’s “Surveillance.” Joseph Weisenthal,… Read more »
Einhorn: What Tim Cook Should Do With Apple Cash
Description: Apple the world’s most valuable technology company, is being urged by David Einhorn’s Greenlight Capital to return more of its $137.1 billion in cash to shareholders. Einhorn speaks on Bloomberg Television’s “Market Makers.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Feb 07, 2013 Link: http://bloom.bg/XqQHnV Questions for Discussions: What is David Einhorn’s proposal… Read more »
HP Investors Face a Lonelier Road Ahead
Description: Now that its nemesis, Dell (DELL), is going private and bowing out of the quarterly earnings spotlight, Hewlett-Packard (HPQ) finds itself at the intersection of two clichés: Misery loves company (but) breaking up is hard to do. Source: Businessweek.com Date: Feb 08, 2013 Link: http://www.businessweek.com/articles/2013-02-08/hp-investors-face-a-lonelier-road-ahead#r=hp-ls Questions for Discussions: How has HP boosted stock value… Read more »
