Description: Cory Johnson reports on Groupon’s sales growth and possible takeover. He speaks with Deirdre Bolton on Bloomberg Television’s “Bloomberg West.” Source: Bloomberg.com – video report Date: Dec 11, 2012 Link: http://bloom.bg/X81lR9#ooid=p2aWdrNzo-dhmC7M3hsAXNhZ_gTmAnCC Questions for Discussions: Summarize the financial condition of the firm? How has management responded? Do you see a turnaround for the firm? How… Read more »
Posts Categorized: Company Analysis
It’s getting interesting for Apple again
Description: The market is starting to pick up some good feelings again. The Sturm and Drang playing out in the capital is pretty impressive. Emotions in the market are starting to dissipate. I think there has been some heavy tax selling of big names from investors trying to manage their 2012 tax bills. Source: Marketwatch.com… Read more »
Renault Sells Volvo Shares for $1.92 Billion to Cut Debt
Description: Renault SA (RNO), which is losing sales faster than any other European carmaker, sold its remaining Volvo AB (VOLVB) stake for 12.8 billion kronor ($1.92 billion) to boost funding, ending an 11-year run as the Swedish truckmaker’s largest owner. Source: Businessweek.com Date: Dec 13, 2012 Link: http://www.businessweek.com/news/2012-12-12/renault-to-sell-volvo-shares-worth-2-billion-to-cut-debt#r=bloomberg Questions for Discussions: What is the reasoning… Read more »
Google Revenues Sheltered in No-Tax Bermuda Soar to $10 Billion
Description: Google Inc. (GOOG) avoided about $2 billion in worldwide income taxes in 2011 by shifting $9.8 billion in revenues into a Bermuda shell company, almost double the total from three years before, filings show. Source: Bloomberg.com Date: Dec 10, 2012 Link: http://www.bloomberg.com/news/2012-12-10/google-revenues-sheltered-in-no-tax-bermuda-soar-to-10-billion.html Questions for Discussions: Explain how tax laws have influenced financial planning at… Read more »
Sirius XM rewards Howard Stern
Description: The King of All Media and other investors will get a special dividend. Sirius XM, now profitable, has thrived while online radio stock Pandora has lagged. Source: CNNMoney.com – video report Date: Dec 06, 2012 Link: http://money.cnn.com/video/investing/2012/12/06/investing-buzz-sirius-xm-radio-pandora.cnnmoney/ Questions for Discussions: Explain the reasons for Sirius’ turnaround and financial success. Why is Pandora moving in… Read more »
Shutterfly makes 120% of profit in 20 days
Description: Shutterfly CEO Jeffrey Housenbold says the holiday season accounts for all of the company’s profits and about 40% of its revenue. Source: CNNMoney.com – video report Date: Dec 05, 2012 Link: http://money.cnn.com/video/technology/2012/12/05/t-shutterfly-holidays.fortune/ Questions for Discussions: Describe the cash flow management issues for the firm. Is there a way to smooth the imbalance of cash… Read more »
5 downside catalysts for Apple
Description: Apple Inc. AAPL-0.37% is in the midst of another sell-off, leaving market observers and analysts to ponder the reasons why a company that is still expected to gin up strong double-digit sales growth next year has seen its market value clipped by 7% this week alone – and more than 20% over the last… Read more »
Why Hewlett-Packard Should Consider Breaking Up
Description: The struggling technology company is an amalgam of businesses that could be worth more separately than they are together. Source: TheDailyBeast.com Date: Dec 07, 2012 Link: http://www.thedailybeast.com/articles/2012/12/07/why-hewlett-packard-should-consider-breaking-up.html Questions for Discussions: What are the arguments for breaking up and keeping H-P as it is today? Do you think H-P should be broken up? Would you… Read more »
Fiscal Cliff Fears Drive Huge Spike in Dividend Payouts
Description: Taxes on dividends may go up on January 1. And companies are shoveling dividends out to their shareholders before the taxman comes calling. Source: TheDailyBeast.com Date: Nov 28, 2012 Link: http://www.thedailybeast.com/articles/2012/11/28/fiscal-cliff-fears-drive-huge-spike-in-dividend-payouts.html Questions for Discussions: What is the history of dividend payouts and changing tax policies? Do you think the payouts are good for the… Read more »
Odds not in Hunger Games publisher’s favor
Description: Scholastic shares are lower on weaker-than-expected sales of Hunger Games and the looming fiscal cliff school budget cuts. Source: CNNMoney.com – video report Date: Nov 21, 2012 Link: http://money.cnn.com/video/investing/2012/11/21/investing-buzz-scholastic-hunger-games-fiscal-cliff.cnnmoney/ Questions for Discussions: Explain the reasons for the stock market decline of Scholastic? Do you think this stock represents a good speculative play on how… Read more »
