Stocks Have Corrected 5% in Two Weeks

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

Description: On today’s “Insight & Action,” Adam Johnson looks at the performance of the stock market on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: June 06, 2013 Link: http://bloom.bg/15EKR8J Questions for Discussions: What are the charts suggesting about price movements? Do you agree with this analysis? Are these companies good… Read more »

Krispy Kreme soars: No holes in this stock

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Description: Shares of Krispy Kreme surged after the doughnut maker reported stellar earnings. It’s having a great year too. So is rival Dunkin’ Brands. Source: CNNMoney.com – video report Date: May 31, 2013 Link: http://money.cnn.com/video/investing/2013/05/31/investing-the-buzz-krispy-kreme.cnnmoney/ Questions for Discussions: Explain the spectacular return of the once bankrupt Krispy Kreme and other competitors mentioned in the report?… Read more »

‘Twilight’, ‘Hunger Games’ Fans Keep Lions Gate’s DVD Business Alive

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Description: Lions Gate Entertainment (LGF) posted its first annual profit in five years late Thursday, as young adults rushed theaters for The Hunger Games and The Twilight Saga—Breaking Dawn 2. But there was also a classic helping fuel those blockbuster results: DVD and Blu-ray sales. Source: Businessweek.com Date: May 31, 2013 Link: http://www.businessweek.com/articles/2013-05-31/twilight-fans-keep-lions-gates-dvd-business-alive#r=hpt-fs Questions for Discussions:… Read more »

Apple Stock Valuation ‘Crazy’: Sculley

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Description: Apple is being valued as a value-based company instead of the “creative leap” innovator it actually is, former Apple CEO John Sculley says. Source: CNBC.com – video report Date: May 20, 2013 Link: http://video.cnbc.com/gallery/?video=3000169903 Questions for Discussions: Summarize the stock valuation placed on Apple by John Sculley. Do you agree with his assessment of… Read more »

Abercrombie isn’t cool. Stock tanks.

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

Description: Shares of the controversial retailer plunged on a lousy earnings report. Maybe the company would do better if it didn’t have such an exclusionary attitude. Source: CNNMoney.com – video report Date: May 24, 2013 Link: http://money.cnn.com/video/investing/2013/05/24/investing-the-buzz-abercrombie-fitch.cnnmoney/ Questions for Discussions: Why did the stock fall? Who is at fault? Is this a buying opportunity?

H-P rally: Turnaround, or sugar high?

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Description: Hewlett-Packard Co. was the star on Wall Street Thursday, as the stock rallied on the tech giant’s results despite a broad market slump — closing the day with its biggest one-day gain in more than a decade. Source: Marketwatch.com Date: May 23, 2013 Link: http://www.marketwatch.com/story/h-p-rally-turnaround-or-sugar-high-2013-05-23?siteid=nwtwk Questions for Discussions: What is the basis for concern… Read more »

Nothing runs like a Deere (investor)

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

Description: Shares of Deere & Company are down after the company gave a cautious outlook due to the sluggish global economy and overly rainy conditions in the Midwest. Source: CNNMoney.com – video report Date: May 15, 2013 Link: http://money.cnn.com/video/investing/2013/05/15/investing-the-buzz-john-deere.cnnmoney/ Questions for Discussions: Why are values of Deere stock under pressure? Do you agree that the… Read more »

LinkedIn, not Facebook, became social IPO star

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Description: Professional social network’s stock has quadrupled since debut Source: Marketwatch.com Date: May 17, 2013 Link: http://www.marketwatch.com/story/linkedin-not-facebook-became-social-ipo-star-2013-05-17?siteid=nwtwk Questions for Discussions: What explains the IPO success of LinkedIn? Why do you think it has outperformed Facebook? Would you be an investor in either company today?

Facebook IPO put investors through 7 stages of grief

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Description: One year after its IPO, Facebook remains a highly emotional investment. “Upset,” “optimistic,” “let down,” “hopeful” and “deceived” are just a few of the words MarketWatch readers used in an informal survey to describe their experience as a Facebook shareholder who bought in at the IPO. Source: Marketwatch.com Date: May 17, 2013 Link: http://blogs.marketwatch.com/thetell/2013/05/17/facebook-ipo-put-investors-through-7-stages-of-grief/… Read more »

Yahoo Board Approves Purchase of Tumblr, WSJ Journal Says

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Description: Yahoo! Inc. (YHOO)’s board has approved a $1.1 billion acquisition of Tumblr Inc., a service that hosts 108 million blogs, the Wall Street Journal reported, citing unidentified people familiar with the matter. Source: Bloomberg.com Date: May 19, 2013 Link: http://www.bloomberg.com/news/2013-05-19/yahoo-board-approves-purchase-of-tumblr-wsj-journal-says.html Questions for Discussions: What is the logic behind this acquisition? How would you evaluate… Read more »