Description: Analysts on new Samsung handset: ‘Evolutionary, not revolutionary’ Source: Marketwatch.com Date: Mar 15, 2013 Link: http://www.marketwatch.com/story/apple-shares-up-despite-galaxy-s4-threat-2013-03-15 Questions for Discussions: Given Apple’s stock recent rebound and the reception given Samsung’s Galaxy s4, do you think Apple stock is poised for a major “bounce” back in price? What do you think investors shorting Apple are likely… Read more »
Posts Categorized: Company Analysis
Google Is Replacing Apple as Most Owned Stock
Description: RBC Internet Analyst Mark mahaney looks at the performance of internet stocks. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 08, 2013 Link: http://bloom.bg/X4Agof Questions for Discussions: Explain the reasons for Google’s stock movement. Based on the factors discussed in the report, would you be a… Read more »
Qualcomm: The anti-Apple
Description: While shareholders moan that Apple isn’t using its cash productively, smartphone chip developer Qualcomm is boosting its dividend and buying back stock. Source: CNBC.com – video report Date: Mar 05, 2013 Link: http://money.cnn.com/video/investing/2013/03/05/b-qualcomm-surging.cnnmoney/ Questions for Discussions: Summarize the analysis presented in this report. Would you be a buyer of Qualcomm today?
JCPenney: It’s a fire sale!
Description: The retail giant is bleeding money and CEO Ron Johnson is having trouble turning the company around. Source: CNNMoney.com – video report Date: Feb 28, 2013 Link: http://money.cnn.com/video/investing/2013/02/28/investing-buzz-jcpenney-ron-johnson.cnnmoney/ Questions for Discussions: What does this report suggest is happening to JCPenney stock value and why? Do you think the firm can succeed in the current… Read more »
Is the Daily Deals Business Model a Dud?
Description: Lerer Ventures’ Eric Hippeau discusses the ouster of Groupon CEO Andrew Mason with Deirdre Bolton on Bloomberg Television’s “Money Moves.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 01, 2013 Link: http://bloom.bg/XfvzFM#ooid=RhbmxyOTomASPPAFWyusRDsGacaBx_Au Questions for Discussions: What does this report say about the relationship between the CEO and the Board of Directors? Is Groupon… Read more »
Andrew Mason’s quirky legacy at Groupon
Description: Groupon founder and former CEO Andrew Mason was known for his eccentric interviews, but the company he leaves behind will need a turnaround. Source: CNNMoney.com – video report Date: Mar 01, 2013 Link: http://money.cnn.com/video/technology/2013/03/01/t-mason-groupon-quirky.cnnmoney/ Questions for Discussions: Do you think the decline of Groupon share value was primarily due to the management of the… Read more »
For silver, being cheap is a good thing
Description: After a nearly 9% dive in silver prices this month, investors should be able to breathe a sigh of relief as growth in industrial and investment demand gains pace, and calls of “oversold” conditions and “bargain” prices for the precious metal intensify. Source: Marketwatch.com Date: Feb 22, 2013 Link: http://www.marketwatch.com/story/for-silver-being-cheap-is-a-good-thing-2013-02-22?dist=beforebell Questions for Discussions: Explain… Read more »
In Dell’s Waning Cash Flows, Signs of Concern
Description: The proposed Dell buyout may be motivated more by fear than greed. Source: NYTimes.com Date: Feb 22, 2013 Link: http://dealbook.nytimes.com/2013/02/22/in-dells-waning-cash-flows-signs-of-concern/?ref=business Questions for Discussions: What are the possible scenarios for Dell investors? Do you believe Dell management is facing a financial crisis? What do you think management will try to do with Dell as a… Read more »
Apple Stock Is Still a ‘Strong Buy’—Here’s Why: Pro
Description: Investors have been taking money out of Apple and putting it in other big technology names like Google but Scott Kessler, head of technology equity research at S&P Capital IQ, said he still thinks Apple is a “strong buy.” Source: CNBC.com – video report Date: Feb 20, 2013 Link: http://www.cnbc.com/id/100475933 Questions for Discussions: Summarize… Read more »
Apple Stock Is Cheapest Since 2000
Description: The cheapest Apple shares in 12 years are encouraging some of the world’s biggest investors to bet that the stock will rebound. Dominic Chu reports on Bloomberg Television’s “Money Moves.” (Source: Bloomberg) Source: Businessweek.com – video report Date: Feb , 2013 Link: http://bloom.bg/VayAbL#ooid=91bjJjOTqtrMIZDerM5zogc2h9NE6HrY Questions for Discussions: What is the basis for arguing that… Read more »
