Description: Apple Inc.’s chief executive Tim Cook took a 99% pay cut in 2012, while Netflix Inc. CEO Read Hastings saw his salary doubled for 2013. Source: Marketwatch.com.com Date: Dec 30, 2012 Link: http://www.marketwatch.com/story/big-cut-big-raise-for-apple-netflix-ceos-2012-12-30 Questions for Discussions: What is the issue surrounding these executive pay reports? Do you believe executive compensation for Tim Cook is… Read more »
Posts By: Brahm Canzer
Ryan Morris, 28-Year-Old Activist Investor
Description: Ryan Morris spent a week steeling himself for the showdown. Then 27 years old, he was in his first campaign as an activist investor, trying to wrest control of a small company named InfuSystem (INFU), which provides and services pumps used in chemotherapy. In the meeting, Morris would confront InfuSystem’s chairman and vice chairman,… Read more »
‘Cheap’ stocks are not always good buys
Description: Investing lessons from 2012: HP and other dogs may keep sliding. Winners like Apple may continue to do well. Close analysis is crucial. Source: CNNMoney.com – video report Date: Dec 18, 2012 Link: http://money.cnn.com/video/pf/2012/12/18/investing-2012-retrospective.cnnmoney/ Questions for Discussions: What is the investing advice offered in this report? Do you think it contradicts conventional thinking about… Read more »
GM Buying 200M Shares, U.S. to Exit in 12-15 Months
Description: Dec. 19 (Bloomberg) — Bloomberg’s Dominic Chu reports that General Motors will purchase 200 million shares of its stock from the U.S. Treasury as part of the department’s plan to sell its entire holding of GM stock within 15 months. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date:… Read more »
Are executives too big to jail?
Description: Critics ask why many bankers don’t face money-laundering charges Source: Associated Press: VancouverSun.com Date: Dec 19, 2012 Link: http://www.vancouversun.com/business/executives+jail/7719105/story.html#ixzz2FVWyW6mP Questions for Discussions: Do you think some executives should be jailed? What are the implications if they are and what are the implications if they are not jailed? How should financial penalties be decided in… Read more »
In a World Full of Risk, Why Are Investors So Calm?
Description: The economy and markets of 2012 sport nearly as many risk factors as a Cialis ad: Four years into full monetary tilt, does the Federal Reserve much know what it’s doing, and should we grow to expect QE6? Source: Businessweek.com Date: Dec 19, 2012 Link: http://www.businessweek.com/articles/2012-12-19/in-a-world-full-of-risk-why-are-investors-so-calm#r=nav-r-story Questions for Discussions: Summarize the reporter’s perceptions of… Read more »
UBS Is Fined $1.5 Billion for Manipulating Libor Rates
Description: UBS AG (UBSN)’s $1.5 billion fine for rigging global interest rates expands the scandal to include bribery and highlights the influence of a trader in Tokyo who colluded with other banks to align their submissions. Source: Bloomberg.com Date: Dec 19, 2012 Link: http://www.bloomberg.com/news/2012-12-19/ubs-libor-fine-soars-as-traders-bribed-brokers-to-fix-libor-rate.html Questions for Discussions: What does this report say about the manner… Read more »
Yahoo beats Google in Feats of Strength
Description: While Google celebrates Seinfeld holiday Festivus a bit early, Yahoo stock has soared since ex-Googler Marissa Mayer took over as CEO. Source: CNNMoney.com – video report Date: Dec 12, 2012 Link: http://money.cnn.com/video/investing/2012/12/12/investing-yahoo-google.cnnmoney/ Questions for Discussions: How do you explain the big improvement at Yahoo? Do you think investors have fundamentally changed their thinking about… Read more »
Groupon CEO Mason Addresses Takeover Reports
Description: Cory Johnson reports on Groupon’s sales growth and possible takeover. He speaks with Deirdre Bolton on Bloomberg Television’s “Bloomberg West.” Source: Bloomberg.com – video report Date: Dec 11, 2012 Link: http://bloom.bg/X81lR9#ooid=p2aWdrNzo-dhmC7M3hsAXNhZ_gTmAnCC Questions for Discussions: Summarize the financial condition of the firm? How has management responded? Do you see a turnaround for the firm? How… Read more »
It’s getting interesting for Apple again
Description: The market is starting to pick up some good feelings again. The Sturm and Drang playing out in the capital is pretty impressive. Emotions in the market are starting to dissipate. I think there has been some heavy tax selling of big names from investors trying to manage their 2012 tax bills. Source: Marketwatch.com… Read more »
