Green Mountain’s short problem

Posted by & filed under Company Analysis.

Description:   Shares of Green Mountain Coffee Roasters, maker of the popular K-Cup, have plunged after hedge fund manager David Einhorn recommended shorting it. Source: CNNMoney.com – video report Date: 10/21/2011 Link:  http://money.cnn.com/video/news/2011/10/21/n_bz_gmcr.cnnmoney/ Questions for discussion: Explain the impact David Einhorn`s position has had on Green Mountain. What is a “momentum“ stock? Where do you think… Read more »

Apple’s Unique Problem: High Profits Disappoint

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

Description:  Maker of iPhones and iPads posts earnings growth of more than 50% for the quarter, but even though consumers were seen likely holding off to wait for the new iPhone, expectations were very high, tech editor Dan Gallagher tells Stacey Delo. Source: Marketwatch.com – video report Date: 10/18/2011 Link:  http://www.marketwatch.com/video/asset/apple-unique-problem-high-profits-disappoint/A0D61159-0A23-4548-8697-DF3B2477C301 Questions for discussion: Summarize… Read more »

Can bank stocks bail out your portfolio?

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Year’s tumble lures value seekers, but they could be a trap Source:  Marketwatch.com Date: 10/21/2011 Link:   http://www.marketwatch.com/story/can-bank-stocks-bail-out-your-portfolio-2011-10-21 Questions for discussion: Summarize the main points presented in this report. Do you agree with the analysis and conclusions?

What Really Has Wall Street Worried

Posted by & filed under Economic Analysis, Industry Analysis, Management Issues, Market Analysis.

Description:  It isn’t Occupy Wall Street. It’s the prospect of a shifting market and pay cuts and layoffs Source: Businessweek.com Date: 10/20/2011 Link:  http://www.businessweek.com/magazine/what-really-has-wall-street-worried-10202011.html Questions for discussion: Summarize the key points in this report? Do you agree with the views presented? Do you think banks misbehaved – causing the crisis? Do you expect players to… Read more »

Groupon Initial Offer May Value Founder Lefkofsky’s Stake at $2.3 Billion

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Description:  Groupon Inc. founder and Chairman Eric Lefkofsky may parlay a $1 million check to co-founder Andrew Mason four years ago into a stake worth $2.3 billion when the daily-deal site sells shares to the public next month. Source:  Bloomberg.com Date: 10/22/2011 Link:   http://www.bloomberg.com/news/2011-10-21/groupon-ipo-may-value-stake-held-by-chairman-lefkofsky-s-at-2-3-billion.html Questions for discussion: Given the information in this report, how should… Read more »

Occupy Wall Street Loves Capitalism’s Pearls: William D. Cohan

Posted by & filed under Economic Analysis.

Description: It was probably inevitable that the Occupy Wall Street movement would be rife with contradictions. Back on Sept. 15, two days before the first protest began in lower Manhattan, an organizing principle of sorts appeared on the Adbusters website. “Hey President Obama, get ready for our one demand!” the post announced. Source:  Bloomberg.com Date:… Read more »

Wedding bands from aerospace metal

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Description:   The recession led jewelry designer Scott Kay to use cobalt, an affordable metal popular with the space industry. Source: CNNMoney.com – video report Date: 10/14/2011 Link:  http://money.cnn.com/video/smallbusiness/2011/10/12/smb_sbt_scott_kay.cnnmoney/ Questions for discussion: What does this report suggest about consumer perceptions of traditional metals used for jewelry such as gold, silver, and platinum? How might this change… Read more »

Google’s domination paying off

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Description:  Shares of the search giant are soaring after Google reports a big jump in earnings, ad revenue and number of users. Source:  CNNMoney.com – video report Date: 10/14/2011 Link:  http://money.cnn.com/video/markets/2011/10/14/mkts_am_goog_earnings.cnnmoney/ Questions for discussion: Summarize the financial highlights presented in the report. Do you believe that Google’s revenues will continue to grow at this rate?… Read more »

Army of unemployed is now entrenched in U.S.

Posted by & filed under Economic Analysis.

Description:  Commentary: Structural woes in economy creating ‘permanent underclass’ Source:  Marketwatch.com Date: 10/14/2011 Link:   http://www.marketwatch.com/story/army-of-unemployed-is-now-entrenched-in-us-2011-10-14 Questions for discussion: Summarize the main points presented in this report. Do you agree with the analysis and conclusions?  If correct, how will the economy be affected? How should financial managers and investors be expected to react?

U.S. Stocks Slump as Germany Damps Optimism on Crisis Solution

Posted by & filed under Company Analysis, Economic Analysis, Market Analysis.

Description:  U.S. stocks advanced, giving the Standard & Poor’s 500 Index its biggest weekly gain since July 2009, as retail sales beat economists’ estimates and the Group of 20 nations began discussions on Europe’s debt crisis. Source: Bloomberg.com Date: 10/14/2011 Link:  http://www.bloomberg.com/news/2011-10-14/u-s-stock-futures-gain-before-economic-data-google-climbs.html Questions for discussion: Summarize the key points in this report? What do you… Read more »