In Europe, echoes of Lehman, with much bigger consequences

Posted by & filed under Company Analysis, Economic Analysis.

Description: What started as a sovereign debt crisis in Europe is slowly turning into a potentially disastrous banking crisis. It’s like watching a bad rerun of a movie with a worse ending. Source: Fortune.com Date: 09/16/2011 Link:   http://finance.fortune.cnn.com/2011/09/16/european-banking-crisis/?iid=SF_F_Lead Questions for discussion: Summarize the critical points made in the article. How do you think this crisis… Read more »

Obama jobs plan: Little help for big biz

Posted by & filed under Economic Analysis, Governments & Regulators.

Description:   Manpower CEO Jeff Joerres says there are positive aspects to Obama?s jobs plan but do not expect it to significantly boost jobs. Source: CNNMoney.com – video report Date: 09/09/2011 Link:  http://money.cnn.com/video/news/2011/09/09/n_manpower_obama_jobs.cnnmoney/ Questions for discussion: Summarize the analysis of the economic plan presented by President Obama this week? Do agree with this assessment? What would… Read more »

Dow Moves Lower

Posted by & filed under Economic Analysis, Market Analysis.

Description:  Markets fall as worry over the sovereign debt issue continue to roil Europe and reaction after Obama;s speech indicate consumers expectations in politicians ability to fix problems is waning. Paul Vigna discusses the market movers of the day with Paul Vigna and Jonathan Cheng. Source: Marketwatch.com – video report Date: 09/09/2011 Link: http://www.marketwatch.com/video/asset/dow-moves-lower/622C21B5-33B4-41FA-ABE6-89764A3F4632 Questions… Read more »

Notre Dame, the Fleecing Irish

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

Description:  NBC pays millions to broadcast one of the most mediocre teams in football Source:  Businessweek.com Date: 09/08/2011 Link:  http://www.businessweek.com/magazine/notre-dame-the-fleecing-irish-09082011.html Questions for discussion: What does this report suggest about the issues surrounding evaluating college football broadcast rights? How would you go about calculating the value of a contract? What recommendations would you make to NBC… Read more »

Yahoo’s Revolving Door Spins Again

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

Description: With CEO Bartz gone, the board weighs sales of assets in Asia Source: Businessweek.com Date: 09/08/2011 Link: http://www.businessweek.com/magazine/yahoos-revolving-door-spins-again-09072011.html Questions for discussion: Describe the financial issues facing Yahoo!. Do you think Yahoo management erred by declining the merger offer with Microsoft? Would a merger or acquisition help solve some of the firm’s problems? If so,… Read more »

Alger CEO: Why we stayed in Manhattan after 9/11

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

Description: The CEO of a New York investment firm explains his decision to lease new space for its headquarters in Manhattan after dozens of employees were killed and its business almost wiped out on September 11, 2001. Source: Fortune.com Date: 09/09/2011 Link:   http://finance.fortune.cnn.com/2011/09/09/alger-dan-chung-september-1/?iid=SF_F_River Questions for discussion: What does this report have to say about the… Read more »

Banks get pummeled

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description:   Shares of Bank of America, JPMorgan Chase and others are hit hard following reports that a federal housing authority plans to sue a dozen or so banks for their shady mortgage dealings. Source: CNNMoney.com – video report Date: 09/02/2011 Link:  http://money.cnn.com/video/markets/2011/09/02/mkts_midday_banks_bac.cnnmoney/ Questions for discussion: Do you believe these potential lawsuits have merit? How should… Read more »

After Bruising August, Brace for September

Posted by & filed under Growth & Valuation, Market Analysis.

Description:  September is the worst month on the calendar for stocks, with losses averaging up to 1.2%, according to MarketWatch’s Mark Hulbert, who says that after a lousy August there’s evidence September comes in worse. Laura Mandaro reports. Image courtesy of Getty Images. Source: Marketwatch.com – video report Date: 08/30/2011 Link: http://www.marketwatch.com/video/asset/after-bruising-august-brace-for-september/A32A3D02-D506-455C-956E-D9EF382243D6 Questions for discussion:… Read more »

Kodak’s Revival Effort Came Five Years Too Late, Perez Says

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis, Management Issues.

Description:  When Jim Lucanish was shopping for new inkjet presses for his Los Angeles printing company, he considered buying from Eastman Kodak Co. (EK) After all, Kodak sells widely admired digital imaging technology. On the other hand, Lucanish knew the company’s six-year-old turnaround effort was faltering, and that gave him pause. Source:  Bloomberg.com Date: 09/02/2011… Read more »

The Dell opportunity

Posted by & filed under Company Analysis, Management Issues, Market Analysis.

Description: This is the perfect moment for Dell Inc. to take over the bulk of the PC industry. Source: Marketwatch.com Date: 09/02/2011 Link: http://www.marketwatch.com/story/the-dell-opportunity-2011-09-02 Questions for discussion: Do you think Dell is well positioned to capture market share, as suggested in the report? Do you think Dell is undervalued at present? Which financial factors are… Read more »