Description: Cory Johnson looks at how Amazon.com makes money. He speaks on Bloomberg Television’s “Market Makers.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Jan 03, 2013 Link: http://bloom.bg/UqidDB Questions for Discussions: Explain the financial strategy Amazon is using to build its business? Do you think it is a sustainable strategy? Would you be an… Read more »
Posts Categorized: Company Analysis
Apple’s Stock: Analysts’ Price Targets Vary Wildly
Description: For years, analysts could forecast Apple’s (AAPL) stock movements with a single word: up. The company’s hit parade of new products like the iPhone and iPad led to record-breaking quarterly profits and expectations that Apple could become the first U.S. corporation with a $1 trillion market value. Bullish analysts saw their own careers climb… Read more »
Hedge funds win big with subprime mortgages
Description: Subprime mortgages may have been the most lucrative bet of 2012 for hedge funds, with some gaining more than 20% by buying up troubled financial crisis era mortgages. Source: CNNMoney.com Date: Jan 04, 2013 Link: http://money.cnn.com/2013/01/04/investing/hedge-funds-subprime-mortgages/index.html?iid=SF_BN_River Questions for Discussions: Why have hedge fund managers been so successful in subprime mortgage investments? Do you think… Read more »
Exxon Mobil to spend $14 billion on Hebron offshore oild project
Description: Exxon Mobil Corp., one of the world’s largest energy companies, has pledged to spend $14-billion (U.S.) to develop the Hebron oilfield off Canada’s east coast. Source: theglobeandmail.com Date: Jan 04, 2013 Link: http://www.theglobeandmail.com/globe-investor/exxon-mobil-to-spend-14-billion-on-hebron-offshore-oil-project/article6942298/ Questions for Discussions: Summarize the highlights in this report that relate to the involvement of government in decision-making. Why would the… Read more »
Big cut, big raise for Apple, Netflix CEOs
Description: Apple Inc.’s chief executive Tim Cook took a 99% pay cut in 2012, while Netflix Inc. CEO Read Hastings saw his salary doubled for 2013. Source: Marketwatch.com.com Date: Dec 30, 2012 Link: http://www.marketwatch.com/story/big-cut-big-raise-for-apple-netflix-ceos-2012-12-30 Questions for Discussions: What is the issue surrounding these executive pay reports? Do you believe executive compensation for Tim Cook is… Read more »
Ryan Morris, 28-Year-Old Activist Investor
Description: Ryan Morris spent a week steeling himself for the showdown. Then 27 years old, he was in his first campaign as an activist investor, trying to wrest control of a small company named InfuSystem (INFU), which provides and services pumps used in chemotherapy. In the meeting, Morris would confront InfuSystem’s chairman and vice chairman,… Read more »
‘Cheap’ stocks are not always good buys
Description: Investing lessons from 2012: HP and other dogs may keep sliding. Winners like Apple may continue to do well. Close analysis is crucial. Source: CNNMoney.com – video report Date: Dec 18, 2012 Link: http://money.cnn.com/video/pf/2012/12/18/investing-2012-retrospective.cnnmoney/ Questions for Discussions: What is the investing advice offered in this report? Do you think it contradicts conventional thinking about… Read more »
GM Buying 200M Shares, U.S. to Exit in 12-15 Months
Description: Dec. 19 (Bloomberg) — Bloomberg’s Dominic Chu reports that General Motors will purchase 200 million shares of its stock from the U.S. Treasury as part of the department’s plan to sell its entire holding of GM stock within 15 months. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date:… Read more »
UBS Is Fined $1.5 Billion for Manipulating Libor Rates
Description: UBS AG (UBSN)’s $1.5 billion fine for rigging global interest rates expands the scandal to include bribery and highlights the influence of a trader in Tokyo who colluded with other banks to align their submissions. Source: Bloomberg.com Date: Dec 19, 2012 Link: http://www.bloomberg.com/news/2012-12-19/ubs-libor-fine-soars-as-traders-bribed-brokers-to-fix-libor-rate.html Questions for Discussions: What does this report say about the manner… Read more »
Yahoo beats Google in Feats of Strength
Description: While Google celebrates Seinfeld holiday Festivus a bit early, Yahoo stock has soared since ex-Googler Marissa Mayer took over as CEO. Source: CNNMoney.com – video report Date: Dec 12, 2012 Link: http://money.cnn.com/video/investing/2012/12/12/investing-yahoo-google.cnnmoney/ Questions for Discussions: How do you explain the big improvement at Yahoo? Do you think investors have fundamentally changed their thinking about… Read more »
