BullHorn: Can you see past the hype?

Posted by & filed under Company Analysis, Market Analysis.

Description: All electronics are hyped at CES, so pick the best ones. Rare metals are risky, while railroads are a solid bet. Source:  CNNMoney.com – video report Date: 01/07/2011 Link: http://money.cnn.com/video/markets/2011/01/07/mkts_bh_ces_metals_rail.cnnmoney/ Questions for discussion: Summarize the opinions presented in this report. Do you agree with them? Which of the stocks mentioned would present the greatest… Read more »

Facebook Moves Toward IPO

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

Description: Facebook is poised to cross the 500 shareholder mark this year, so is an IPO in the works? Kelsey Hubbard gets a Facebook “status update” from the WSJ’s Dennis Berman. Link: http://www.businessweek.com/news/2011-01-07/apple-s-overture-to-blackstone-cfo-may-presage-deals.html Questions for discussion: Summarize the reasons Apple is expected to go looking for acquisitions. Do you think Tosi would be a good… Read more »

Apple’s Overture to Blackstone CFO May Presage Deals

Posted by & filed under Company Analysis, Management Issues.

Description: Apple Inc.’s approach to Blackstone Group LP Chief Financial Officer Laurence Tosi about becoming finance chief may be a sign Steve Jobs is ready to pick up the dealmaking pace. Source: Businessweek.com Date: 01/07/2011 Link: http://www.businessweek.com/news/2011-01-07/apple-s-overture-to-blackstone-cfo-may-presage-deals.html Questions for discussion: Summarize the reasons Apple is expected to go looking for acquisitions. Do you think Tosi… Read more »

After a Long Ascent, Turbulence for Bonds

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

Description: WHEN the stock market plummeted in 2008, investors began to pour money into bond mutual funds, which generally performed quite well — at least until this past December. Source:  NYTimes.com   Date: 01/08/2011 Link: http://www.nytimes.com/2011/01/09/business/mutfund/09bond.html?ref=mutfund Questions for discussion:    Summarize performance of bonds over the last 12 months. How have investors behaved recently? Strategically… Read more »

Facebook? Google is the next Google

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

Description:  Only in the fickle world of technology can a company with a market value of $200 billion and nearly 20% sales growth be considered yesterday’s news. Source:  CNNMoney.com Date: 01/07/2011 Link:  http://money.cnn.com/2011/01/07/technology/thebuzz/index.htm Questions for discussion: Summarize the key factors driving the valuations for Facebook and Google. How do you think they will perform over… Read more »

Will Apple sour in 2011?

Posted by & filed under Company Analysis.

Description: Readers of ‘The Buzz’ are surprisingly bearish on the technology giant despite a super 2010. Source:  CNNMoney.com – video report Date: 12/23/2010 Link: http://money.cnn.com/video/news/2010/12/23/n_bz_apple_aapl_2011.cnnmoney/ Questions for discussion: Summarize the reasoning that supports further increases ahead for Apple and those that don’t. What do you think will happen to Apple stock value? What do you… Read more »

BBBY goes beyond analysts’ forecasts

Posted by & filed under Company Analysis, Economic Analysis, Growth & Valuation.

Description: Bed Bath & Beyond is raising expectations for the year after same-store sales jumped 7.6% in the first three quarters. Source: CNNMoney.com – video report   Date: 12/23/2010 Link: http://money.cnn.com/video/markets/2010/12/23/mkts_bed_bath_beyond.cnnmoney/ Questions for discussion:  Summarize the important financial metrics presented in this report. How do you explain the performance if BBBY in 2010? What do… Read more »

Ernst & Young Is Nuts to Say Lehman Was Clean: Jonathan Weil

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

Description: Two weeks before New York Attorney General Andrew Cuomo’s office sued Ernst & Young LLP, a prominent U.S. consulting firm issued a press release touting its ability to help others manage the risk of fraud. Source: Businessweek.com Date: 12/23/2010 Link: http://www.businessweek.com/news/2010-12-23/ernst-young-is-nuts-to-say-lehman-was-clean-jonathan-weil.html Questions for discussion: What are the commentary leveled at the industry in this… Read more »

Why Investor Optimism May Be a Red Flag

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

Description:  NOW that the market has risen, investors are becoming optimistic again about stocks. There are many signs of this. The American Association of Individual Investors, for example, reports that most investors now describe themselves as bullish, versus just 20 percent in July. Source:  NYTimes.com   Date: 12/25/2010 Link: http://www.nytimes.com/2010/12/26/your-money/26fund.html?ref=business Questions for discussion:  Summarize the… Read more »

Madoff victims could soon get billions

Posted by & filed under Industry Analysis, Management Issues.

Description:  Madoff victims might finally get their hands on their stolen billions. The court-appointed trustee trying to recover Madoff’s loot has brought dozens of lawsuits but so far hasn’t been able to compensate victims. That might soon change. A court hearing is set for Jan. 13 that could unlock more than one-third of the $20… Read more »