Apple to see another big iPhone, iPad quarter

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

Description:  Apple Inc. is expected to post another strong period of iPhone and iPad sales when it reports results for the March quarter on Tuesday, despite recent worries that have hurt the stock price over the last week. Source: Marketwatch.com Date: 04/20/2012 Link:  http://www.marketwatch.com/story/apple-to-see-another-big-iphone-ipad-quarter-2012-04-20?siteid=nwtwk Questions for discussion: Summarize the main points presented in this report…. Read more »

5 stocks market detectives have locked up

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

Description:   ‘Show me the cash flow,’ gumshoe investors demand Source:  Marketwatch.com Date: 04/20/2012 Link:  http://www.marketwatch.com/story/5-stocks-market-detectives-have-locked-up-2012-04-20 Questions for discussion: Explain why cash flow is important for investors and managers. What do you think of these corporate evaluations?

Splunk makes a splash

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

Description:   It’s no Facebook, LinkedIn (LNKD) or Zynga (ZNGA), but data analytics company Splunk (SPLK) is making a big splash on Wall Street. The San Francisco-based software provider officially went public Thursday morning, with a $229.5 million offering priced at $17 a share (well above its expected $11 to $13 range). The stock nearly doubled… Read more »

Want $1 billion? All you need is an app

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

Description:  An app, a dream, and millions of users couldn’t hurt. But as Facebook forks over $1 bln for Instagram, has the app craze gone too far? Source: CNNMoney.com – video report Date: 04/10/2012 Link:  http://money.cnn.com/video/markets/2012/04/10/mkts-bz-fb-instagram.cnnmoney/ Questions for discussion: Justify the valuation paid for this acquisition? Does it make financial sense? How can Instagram increase cash… Read more »

Wall Street: Is This a Rally Or a Bump?

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

Description:  On Mean Street, a look at the viability of Wall Street’s Wednesday gains continuing. Also, employers can’t fill open jobs. Plus, paying homage to music legend Bruce Springsteen. Photo: Reuters. Source: Marketwatch.com – video report Date: 04/11/2012 Link:  http://www.marketwatch.com/video/asset/wall-street-is-this-a-rally-or-a-bump/44703C2D-AD74-4B5C-8C0E-84B0B0DBEAB8 Questions for discussion: Summarize the main points presented in this report. What is your sense… Read more »

Best Buy CEO out as shoppers move online

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

Description:   Best Buy Co Chief Executive Brian Dunn has left the world’s largest consumer electronics chain, which has struggled against stepped-up competition from internet retailers and discounters. Source:  Reuters.com Date: 04/10/2012 Link:  http://www.reuters.com/article/2012/04/10/bestbuy-idUSL2E8FA3ZK20120410 Questions for discussion: Is there a solution to this shopping trend working against Best Buy? Would a merger or acquisition make sense at… Read more »

Instagram’s Systrom Builds $1 Billion Application in Two Years

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

Description:   Silicon Valley is one of the few places where a 27-year-old Web entrepreneur can parlay a photo-sharing application with no known source of revenue into $1 billion — in two years. Source:  Bloomberg.com Date: 04/10/2012 Link:  http://www.bloomberg.com/news/2012-04-10/instagram-s-systrom-builds-1-billion-application-in-two-years.html Questions for discussion: Do you think the background experience of these two entrepreneurs had anything to do… Read more »

Hostess Serves New Batch of Cuts

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

Description:  If negotiations fail, Hostess and its unions will face off in a trial over whether the company can scrap its labor contracts-an example of how wage levels across many once-vibrant industries are falling. Mike Spector reports on Markets Hub. Photo: Paul J. Richards/AFP/Getty Images. Source: Marketwatch.com – video report Date: 04/02/2012 Link:  http://www.marketwatch.com/video/asset/hostess-serves-new-batch-of-cuts/A64EE3DD-0867-4DE5-B20B-F85496993B9A Questions… Read more »

Exclusive: The $1.3 billion bond deal haunting Goldman

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

Description:  The Securities and Exchange Commission is likely to bring charges soon against Goldman Sachs (GS) for a 2006 mortgage investment deal. The agency hasn’t said which one yet, but Fortune has learned there’s a good chance the SEC’s case will focus on Fremont Home Loan Trust 2006-E, a bundle of more than 5,000 mortgages… Read more »