Description: Three years after a spectacular financial collapse, Iceland is coming back, largely on the strength of its strong exports. Video and reporting by Charles Forelle from the island of Vestmannaeyjar. Source: Marketwatch.com – video report Date: May 18, 2012 Link: http://www.marketwatch.com/video/asset/fishing-industry-aids-iceland-recovery/E1ED2AC5-D98B-4760-844E-67F8BA64A136 Questions for Discussion: What does this report have to say about economic recovery… Read more »
Posts By: Brahm Canzer
Facebook Fails To Make Day-One Pop, Lags Behind Google
Description: The 8-year-old social-networking site run by co-founder Mark Zuckerberg closed 0.6 percent higher at $38.23 in New York yesterday. That compares with Carlyle Group LP (CG)’s lackluster 0.2 percent day-one increase on May 3. It pales in contrast with Google Inc. (GOOG)’s 18 percent jump in its 2004 initial public offering, Visa Inc. (V)’s… Read more »
Is Facebook Sucking Oxygen Out of the IPO Market?
Description: As Facebook increases the size and price range of its initial public offering, the rest of the IPO market is starting to sputter. According to data compiled by Bloomberg, there’s been an uptick in the number of companies that have either withdrawn or postponed their IPO in the past three months. Since mid-February, 29… Read more »
Fossil’s market surge: Extinct
Description: Soft demand in crisis-stricken Europe is hurting sales of watch and accessory maker Fossil – and its stock price. Source: CNNMoney.com – video report Date: May 10, 2012 Link: http://money.cnn.com/video/markets/2012/05/08/mkts-bz-fossil.cnnmoney/ Questions for Discussion: Why did Fossil’s share drop so dramatically? Do you think they can return to recent valuations? How would you go about evaluating… Read more »
Mayo: Banks too big to regulate
Description: After news of JPMorgan’s multi-billion dollar loss, Mike Mayo reaffirms his stance that incentives are misaligned at big banks. Source: CNNMoney.com – video report Date: May 11, 2012 Link: http://money.cnn.com/video/news/2012/05/11/n-mayo-jpmorgan-banks.cnnmoney/ Questions for Discussion: Summarize the opinions expressed by Mike Mayo. Do you agree with his assessment, particularly about risk? What would you advise regulators?… Read more »
J.P. Morgan shares slump after $2 bln trading loss
Description: Bank’s loss is embarrassment for CEO, fodder for regulators Source: Marketwatch.com Date: May 11, 2012 Link: http://www.marketwatch.com/story/jp-morgan-shares-slump-after-2b-trading-loss-2012-05-11?siteid=nwtwk Questions for Discussions: Summarize the reasons for the loss. What do you believe this event will mean for the company, management, and regulators? CT:  Financial Analysis, Company Analysis, Industry Analysis, Management Issues, Governments & Regulators – Investing… Read more »
Facebook Co-Founder May Gain Choosing Singapore Over U.S.
Description: Eduardo Saverin, the billionaire co- founder of Facebook Inc. (FB), renounced his U.S. citizenship before an initial public offering that values the social network at as much as $96 billion, a move that may reduce his tax bill. Source: Bloomberg.com Date: May 11, 2012 Link: http://www.bloomberg.com/news/2012-05-12/facebook-co-founder-may-gain-choosing-singapore-over-u-s-.html Questions for Discussions: What are the ethical issues… Read more »
Green Mountain Coffee: A Giddy Win for Short-Sellers
Description: Ten years ago, smarting over my tech-stock losses, I should have bought shares of Green Mountain Coffee Roasters (GMCR). Of course, it was the manifest destiny of a Vermont-based outfit to go out and rock the coffee world, Starbucks’ (SBUX) hegemony be damned. Source: Businessweek.com Date: May 09, 2012 Link: http://www.businessweek.com/articles/2012-05-09/green-mountain-coffee-a-giddy-win-for-short-sellers Questions for Discussions:… Read more »
Why Delta is buying an oil refinery
Description: Delta Air Lines tries to take out the middle man by purchasing a Pennsylvania oil refinery, but it could prove to be a risky investment. Source: CNNMoney.com – video report Date: May 01, 2012 Link: http://money.cnn.com/video/news/2012/05/01/n-delta-oil-refinery.cnnmoney/ Questions for Discussion: Why did Delta do this? What are the risks? Do you think it was a… Read more »
Rattner: General Motors is undervalued
Description: Steven Rattner, former ‘auto czar’ for the Treasury Dept., says the government should hold its GM stake until the stock rises further. Source: CNNMoney.com – video report Date: May 02, 2012 Link: http://money.cnn.com/video/markets/2012/05/01/mkts-rattner-gm-government.cnnmoney/ Questions for Discussion: What is the basis for this evaluation of GM? Do you agree with this assessment?
