Avon rejects $10 billion Coty offer

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Description:   Beauty company Coty Inc. has submitted an offer to buy Avon Products, Inc. for about $10 billion on Monday, but Avon rejected the offer. Source:  CNNMoney.com Date: 04/02/2012 Link:  http://money.cnn.com/2012/04/02/news/companies/avon-coty/index.htm?iid=HP_River Questions for discussion: What do you think of the offer? How would you evaluate the stock value?

Web surfers to pay online using Facebook, Twitter

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Description:   A one-click online payment system using Facebook and Twitter that could boost Internet sales for newspapers, music vendors and other low-priced goods and services is being tested by a major European media company, according to its developer. Source:  Reuters.com Date: 04/02/2012 Link:  http://www.reuters.com/article/2012/04/02/paycento-internet-idUSL6E8F22AW20120402 Questions for discussion: Do you think this sort of micro-payments system,… Read more »

Bank stocks: Hot sector or future losers?

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Description:  Big bank stocks rallied in early 2012. Will investors continue to support them, or will uncertain regulations kill the rally? Source: CNNMoney.com – video report Date: 03/30/2012 Link: http://money.cnn.com/video/markets/2012/03/29/mkts_panel_banks.cnnmoney/ Questions for discussion: Summarize the highlights of the arguments presented in this report. Why have banks rallied? Do you believe there is more to come?

Annie’s IPO rakes in the cheddar

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Description:  Organic food company Annie’s makes its public debut and investors are salivating. But there are other organic options for the IPO averse. Source: CNNMoney.com – video report Date: 03/28/2012 Link:  http://money.cnn.com/video/markets/2012/03/28/mkts-bz-annies-ipo.cnnmoney/ Questions for discussion: Do you think Annie’s represents too narrow a focus in this industry group? What are the risks for the group,… Read more »

Video: Analyst calls RIM results a ‘disaster’

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: BNN speaks to Peter Misek, Analyst, Jefferies. Source:  BNN.ca – video report Date: 03/30/2012 Link:  http://www.theglobeandmail.com/report-on-business/video/video-analyst-calls-rim-results-a-disaster/article2386846/ Questions for discussion: Summarize the managerial and financial aspects in this report. Do you think RIM stockholders can recover? What strategy would you recommend to management?

Best Buy’s moves meet with investor skepticism

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Description:  Best Buy Co., the largest U.S. electronics chain, swung to a fourth-quarter loss, hurt by charges and lower sales of notebook computers and televisions. Source: Marketwatch.com Date: 03/30/2012 Link:  http://www.marketwatch.com/story/best-buy-swings-to-loss-to-shut-50-stores-2012-03-29?siteid=nwtwk Questions for discussion: Summarize the reasons for Best Buy’s financial problems. Do you think they can be resolved easily? What are  the arguments for… Read more »

The cloud hanging over Mazda

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Description:   The spitfire Japanese auto maker long thrived as a purveyor of sporty-yet-thrifty vehicles. Now, its independence has put it in jeopardy. Source:  Fortune.com Date: 03/30/2012 Link:  http://features.blogs.fortune.cnn.com/2012/03/30/the-cloud-hanging-over-mazda/?iid=SF_F_Lead Questions for discussion: Summarize the reasons Mazda is in trouble. What are some possible solutions that you would suggest to management?

Hulbert: We’re at a Market Correction

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Description:  MarketWatch columnist Mark Hulbert joins Mean Street and makes the argument that the market’s long-awaited correction is at hand. Photo: Reuters. Source: CNNMoney.com – video report Date: 03/23/2012 Link: http://www.marketwatch.com/video/asset/hulbert-were-at-a-market-correction/5DB75335-75E3-4F8B-A393-79D0B462979D Questions for discussion: Explain the logic of this analysis? Do you agree with this assessment? Where do you see the market headed over the… Read more »

Hunger Games tip odds in Lionsgate’s favor

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Description:  t’s complete ‘Panemonium’ for investors and fans alike as moviegoers queue up for The Hunger Games and shares of Lionsgate soar. Source: CNNMoney.com – video report Date: 03/23/2012 Link:  http://money.cnn.com/video/markets/2012/03/23/mkts-bz-hunger-games.cnnmoney/ Questions for discussion: Explain how you would evaluate the affect a blockbuster film would have on a company like Lionsgate. How would you estimate… Read more »

Apple becomes a portfolio must-have stock

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Description:  Now that it will start paying a regular dividend, Apple Inc. has become a must-have for portfolio managers with blue-chip stocks in their investment funds. Source: Marketwatch.com Date: 03/20/2012 Link:  http://www.marketwatch.com/story/apple-becomes-a-portfolio-must-have-stock-2012-03-20?siteid=nwtwk Questions for discussion: Summarize the reasons given for such positive endorsement of Apple. Do you agree with the assessments? What are risks associated… Read more »