The End of Borders and the Future of Books

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

Description:  An inside look at the real reasons for the once-beloved chain’s demise Source: Businessweek.com Date: 11/10/2011 Link:  http://www.businessweek.com/magazine/the-end-of-borders-and-the-future-of-books-11102011.html Questions for discussion: Summarize the key points in this report. What lessons are there here for financial managers to learn from the mistakes made?

Disney Earnings Exceed Estimates on Growth at Theme Parks, Cable Networks

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

Description:  Walt Disney Co. (DIS), the world’s biggest theme-park operator and owner of ESPN, posted a 30 percent gain in fourth-quarter profit, beating analysts’ estimates on growth in cable TV and at U.S. resorts. Source:  Bloomberg.com Date: 11/11/2011 Link:  http://www.bloomberg.com/news/2011-11-10/disney-profit-beats-estimates-on-parks-cable-network-growth-shares-jump.html Questions for discussion: Summarize the recent performance of the various Disney operations? Do these results… Read more »

Groupon: Investor Beware!

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

Description:  In his On the Mark segment, Evan Newmark says Friday’s Groupon IPO should be waded through with caution by investors, because it is another example of Wall Street shenanigans. Source: Marketwatch.com – video report Date: 11/04/2011 Link:  http://www.marketwatch.com/video/asset/groupon-investor-beware/5DE4D58B-F543-470C-880B-4F2183A8AE19 Questions for discussion: Summarize the reasons presented why investors should stay away from this stock. Do… Read more »

Why housing deserves a home in your portfolio

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

Description: Investment moves for those who think now is a time to buy Source:  Marketwatch.com Date: 11/04/2011 Link:   http://www.marketwatch.com/story/why-housing-deserves-a-home-in-your-portfolio-2011-11-04 Questions for discussion: Do you believe it is a good time for investors to buy stocks of companies connected to the construction industry? Do you think it is a good time for individuals to buy residential… Read more »

Apple Doles Out $60M Stock Grants to Execs

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

Description:  Apple Inc. (AAPL), seeking to retain its management team in the wake of former Chief Executive Officer Steve Jobs’s death last month, gave $60 million restricted-stock grants to most of its senior vice presidents. Source:  Bloomberg.com Date: 11/04/2011 Link:  http://www.bloomberg.com/news/2011-11-04/apple-doles-out-stock-grants-to-several-of-its-top-executives.html Questions for discussion: Do you believe this is a wise financial planning decision at… Read more »

Fred Hickey: Betting on Nokia

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

Description:     Fred Hickey, editor of The High-Tech Strategist, says (at Barron’s 2011 Art of Successful Investing conference) that Nokia’s smartphones based on the Windows operating system could be a big hit with consumers and help revive Nokia shares. Source: Marketwatch.com – video report Date: 10/29/2011 Link:  http://www.marketwatch.com/video/asset/fred-hickey-betting-on-nokia/456219F3-BA45-4C50-8554-60670E7F0EF7 Questions for discussion: Summarize the industry analysis presented… Read more »

Good Luck, Groupon: Tough IPO Market

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

Description:  The world’s IPO market is officially on the skids right now, according to a new report from Thomson Reuters. What does it mean for companies like Groupon and Zynga? Scott Austin discusses on Digits. Source: Marketwatch.com – video report Date: 10/28/2011 Link:  http://www.marketwatch.com/video/asset/good-luck-groupon-tough-ipo-market/E65A3FF6-881A-48D5-95EB-3C6F0E82835A Questions for discussion: Why has the IPO market been so weak… Read more »

Cross-border pipeline may change oil’s landscape

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

Description: A proposed pipeline stretching from Canada to the United States may contribute to a rise in the nation’s prices for oil, and has the potential to significantly change the landscape of the market. Source:  Marketwatch.com Date: 10/28/2011 Link:   http://www.marketwatch.com/story/cross-border-pipeline-may-change-oils-landscape-2011-10-28 Questions for discussion: Summarize the main points presented in this report. Do you agree with… Read more »

Avon’s Jung Under Scrutiny as SEC Starts Second Investigation

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

Description:  With the U.S. Securities and Exchange Commission probing Avon Products Inc. (AVP)’s dealings with analysts, Andrea Jung may be facing the toughest challenge of her 12-year tenure as chief executive officer. Source:  Bloomberg.com Date: 10/28/2011 Link:   http://www.bloomberg.com/news/2011-10-28/avon-s-jung-under-scrutiny-as-sec-starts-second-investigation.html Questions for discussion: Summarize the problems facing the firm? How have investors reacted to the investigations? How… Read more »

Green Mountain’s short problem

Posted by & filed under Company Analysis.

Description:   Shares of Green Mountain Coffee Roasters, maker of the popular K-Cup, have plunged after hedge fund manager David Einhorn recommended shorting it. Source: CNNMoney.com – video report Date: 10/21/2011 Link:  http://money.cnn.com/video/news/2011/10/21/n_bz_gmcr.cnnmoney/ Questions for discussion: Explain the impact David Einhorn`s position has had on Green Mountain. What is a “momentum“ stock? Where do you think… Read more »