Description: In another sign of the huge changes within the banking business since the financial crisis, Wells Fargo (WFC) is on pace to make more money this year than any other bank in the U.S. Source: Fortune.com Date: Nov 01, 2013 Link: http://finance.fortune.cnn.com/2013/11/01/wells-fargo/?iid=SF_F_River Questions for Discussions: Explain the reasons for the success of the firm…. Read more »
Posts Categorized: Company Analysis
Is peer-to-peer lending online the future?
Description: Lending Club Founder and CEO Renaud Laplanche is disrupting traditional banking by getting investors to lend directly to consumers online. Source: CNNMoney.com – video report Date: Oct 25, 2013 Link: http://money.cnn.com/video/investing/2013/10/25/investing-lending-club-peer-to-peer-loans-banking.cnnmoney/index.html Questions for Discussions: Describe the business model presented in this report. What are the pros and cons to the regular banking system? Do… Read more »
Microsoft is a better investment that Amazon: Blair
Description: Wedge Partners’ Brian Blair comments on today’s earnings reports from Microsoft and Amazon. He speaks with Jon Erlichman on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 24, 2013 Link: http://bloom.bg/1cgtSB9 Questions for Discussions: Summarize the reasons for Microsoft bullishness according to Brian Blair. Do you agree? Explain why… Read more »
Callaway Golf swings closer to profits
Description: Chip Brewer, president and chief executive officer at Callaway Golf recaps third-quarter results and what the company is doing to grow sales and develop new products. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date: Oct 24, 2013 Link: http://bloom.bg/1chkmh6 Questions for Discussions: How has Callaway product development contributed… Read more »
Is JPMorgan Getting a Bad Deal?
Description: In resolve a handful of state and federal investigations, JPMorgan Chase (JPM) has tentatively agreed to pay $13 billion—more, as my colleague Nick Summers points out, “than the combined salaries of every athlete in every major U.S. professional sport, with enough left over to buy every American a stadium hot dog.” Thirteen billion is also… Read more »
In defense of hedge funds
Description: Despite plenty of press indicating hedge funds do not beat the broader market, SkyBridge Capital founder Anthony Scaramucci says he can pick winners. Source: CNNMoney.com – video report Date: Oct 18, 2013 Link: http://money.cnn.com/video/investing/2013/10/18/investing-hedge-funds-return-anthony-scaramucci-skybridge-baseball.cnnmoney/index.html Questions for Discussions: What do you think of Anthony Scaramucci’s metaphorical comparison of hedge fund managers to baseball players? Do… Read more »
Google sales top estimates on boosted ad spending
Description: Google Inc. reported sales that topped estimates during the third quarter as advertisers boosted spending on mobile and video promotions. Jon Erlichman reports on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 17, 2013 Link: http://bloom.bg/GSV8Y3 Questions for Discussions: Summarize the financial results for Google. The next day, Google… Read more »
Google Stock Tops $1,000, Highlighting a Tech Divide
Description: Google has done something few companies ever do in the stock market: it has joined the $1,000 club. Source: NYTimes.com Date: Oct 18, 2013 Link: http://www.nytimes.com/2013/10/19/technology/google-stock-scales-1000-a-share.html?_r=0&adxnnl=1&ref=business&adxnnlx=1382203603-zc642Xuu4AMH4ERvfO7rpg Questions for Discussions: Explain the rise in Google share value since its inception. Do you think Google and the other Internet businesses mentioned in the article are bubbles?
Default would be catastrophic for big banks
Description: If you think the JPMorgan and Wells Fargo earnings reports were disappointing, just wait until the fourth quarter if the shutdown continues and a debt default occurs. Source: Fortune.com Date: Oct 11, 2013 Link: http://finance.fortune.cnn.com/2013/10/11/shutdown-default-banks/?iid=SF_F_River Questions for discussion: Explain the reason for the dire predictions if the current government shut down continues. What does… Read more »
What Alcoa’s results say about global manufacturing
Description: For the first time in nearly 54 years, Alcoa Inc. AA is not part of the Dow. That doesn’t mean it has fallen into oblivion. It is still one of the best – and earliest – quarterly indicators for gauging the health of global manufacturing. Source: MarketWatch.com Date: Oct 08, 2013 Link: http://blogs.marketwatch.com/thetell/2013/10/08/what-alcoas-results-say-about-global-manufacturing/ Questions… Read more »
