Description: If you’re a cable TV subscriber who grumbles about paying for dozens of channels your family never watches, a media analyst has a message: That cable bundle carries all sorts of unseen benefits. Source: BusinessWeek.com Date: Dec 06, 2013 Link: http://www.businessweek.com/articles/2013-12-06/the-ugly-numbers-behind-unbundled-cable-tv#r=hpt-ls Questions for Discussions: Explain the arguments presented for and against bundling with respect… Read more »
Posts Categorized: Company Analysis
Why my bank didn’t take TARP
Description: CEO of New York Community Bancorp Joseph Ficalora discusses the financial crisis and how the banking industry has changed since. Source: CNNMoney.com – video report Date: Nov 26, 2013 Link: http://money.cnn.com/video/investing/2013/11/26/investing-new-york-community-bank-tarp-banking.cnnmoney/index.html Questions for Discussions: Why did some banks not take TARP? What does this report suggest about the risks taken by bank managers?
Hunger Games stock is ‘catching fire’
Description: The movie studio has figured out how to keep milking money out of successful franchises like the Hunger Games and Twilight. Source: CNNMoney.com – video report Date: Nov 22, 2013 Link: http://money.cnn.com/video/investing/2013/11/22/investing-buzz-lionsgate-entertainment-hunger-games-catching-fire.cnnmoney/index.html Questions for Discussions: What is the “formula” being used by studios like Lion’s Gate? Would you be a buyer of the stock… Read more »
How will the Herbalife battle end?
Description: Cristina Alesci reports on the performance of Herbalife. She speaks on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 22, 2013 Link: http://bloom.bg/18VYOzD#ooid=xncG9raDojHmeoHBjPmU0dC79osxQsKf Questions for Discussions: Explain why a leveraged buyout makes sense for Herbalife? What are the possible ending scenarios for Herbalife? Which do you think will… Read more »
The Anonymous Fashion Line That’s Cleaning Up on Wall Street
Description: The fashion label Vince creates slouchy, mid-priced luxury basics that sell well at Bloomingdales, Nordstrom, Neiman Marcus, Macy’s, Barneys New York, and Saks Fifth Avenue, among other retailers. And while it may seem safe to assume that those comfy T-shirts are designed by a guy named Vince, well, there’s no Vince at Vince. Source:… Read more »
Chegg wants to transform textbooks
Description: Chegg started as a hard-copy textbook rental website but has since grown to support students with more materials and digital resources. The CEO discusses the company’s strategy after its IPO. Source: CNNMoney.com – video report Date: Nov 11, 2013 Link: http://money.cnn.com/video/investing/2013/11/13/investing-chegg-ceo-ipo-textbook-online-rental-education.cnnmoney/index.html Questions for Discussions: How is the firm contributing to change in the education… Read more »
Intrawest’s Ski Business Goes Downhill Toward IPO
Description: There’s a saying among skiers and snowboarders: “Go big or go home.” Intrawest Resorts, a giant in the skiing business, has chosen the former. Source: BusinessWeek.com Date: Nov 15, 2013 Link: http://www.businessweek.com/articles/2013-11-15/intrawests-ski-business-goes-downhill-toward-ipo#r=hpt-ls Questions for Discussions: What are the risks to owners of stock in this business? How does snowfall determine revenues? How would you… Read more »
Twitter now under Wall St. microscope
Description: One Wall Street analyst on the floor of the NYSE thinks Twitter could have revenues of $2 billion by 2015. Source: CNNMoney.com – video report Date: Nov 07, 2013 Link: http://money.cnn.com/video/investing/2013/11/07/investing-twitter-ipo-nyse.cnnmoney/index.html Questions for Discussions: Explain the behavior of investors rushing to get in on the IPO of Twitter. What is the basis of the… Read more »
Here’s a Twitter reality check
Description: Commentary: IPO was designed for opening-day pop, but just wait Source: MarketWatch.com Date: Nov 08, 2013 Link: http://www.marketwatch.com/story/04871c4c-48ac-11e3-adc2-00212803fad6/stitch?storyguid=f8424e86-4881-11e3-adc2-00212803fad6&siteid=nwtwk Questions for Discussions: Summarize the arguments against buying IPO stock. Do you agree with this assessment? Why do you suppose investors are readily drawn into them?
François Rochon: S&P 500, banks look undervalued based on earnings
Description: But tech companies like Facebook and LinkedIn have values that are far more optimistic than warranted Source: MontrealGazette.com Date: Nov 05, 2013 Link: http://www.montrealgazette.com/business/money/François+Rochon+banks+look+undervalued+based+earnings/9123864/story.html Questions for Discussions: Summarize the analysis of stocks and indexes in this report? Do you agree with the assessments and recommendations?
