Description: With CEO Bartz gone, the board weighs sales of assets in Asia Source: Businessweek.com Date: 09/08/2011 Link: http://www.businessweek.com/magazine/yahoos-revolving-door-spins-again-09072011.html Questions for discussion: Describe the financial issues facing Yahoo!. Do you think Yahoo management erred by declining the merger offer with Microsoft? Would a merger or acquisition help solve some of the firm’s problems? If so,… Read more »
Posts Categorized: Company Analysis
Alger CEO: Why we stayed in Manhattan after 9/11
Description: The CEO of a New York investment firm explains his decision to lease new space for its headquarters in Manhattan after dozens of employees were killed and its business almost wiped out on September 11, 2001. Source: Fortune.com Date: 09/09/2011 Link:Â Â http://finance.fortune.cnn.com/2011/09/09/alger-dan-chung-september-1/?iid=SF_F_River Questions for discussion: What does this report have to say about the… Read more »
Banks get pummeled
Description:  Shares of Bank of America, JPMorgan Chase and others are hit hard following reports that a federal housing authority plans to sue a dozen or so banks for their shady mortgage dealings. Source: CNNMoney.com – video report Date: 09/02/2011 Link: http://money.cnn.com/video/markets/2011/09/02/mkts_midday_banks_bac.cnnmoney/ Questions for discussion: Do you believe these potential lawsuits have merit? How should… Read more »
Kodak’s Revival Effort Came Five Years Too Late, Perez Says
Description: When Jim Lucanish was shopping for new inkjet presses for his Los Angeles printing company, he considered buying from Eastman Kodak Co. (EK) After all, Kodak sells widely admired digital imaging technology. On the other hand, Lucanish knew the company’s six-year-old turnaround effort was faltering, and that gave him pause. Source: Bloomberg.com Date: 09/02/2011… Read more »
The Dell opportunity
Description: This is the perfect moment for Dell Inc. to take over the bulk of the PC industry. Source: Marketwatch.com Date: 09/02/2011 Link: http://www.marketwatch.com/story/the-dell-opportunity-2011-09-02 Questions for discussion: Do you think Dell is well positioned to capture market share, as suggested in the report? Do you think Dell is undervalued at present? Which financial factors are… Read more »
Is the FDA killing innovation?
Description: Investors say the FDA’s approval process of medical devices is inefficient and opaque. The maker of a non-invasive device that’s proven to identify melanomas risks it all to tell the tale. Source: Fortune.com Date: 09/02/2011 Link:Â Â http://finance.fortune.cnn.com/2011/09/02/melafind-fda-innovation/?iid=SF_F_Lead Questions for discussion: What does this report have to say about the affect the FDA approval process… Read more »
Apple: A decade of market dominance
Description:  Since Steve Jobs’ return to Apple, the stock has soared and the tech giant’s market cap has grown to surpass its rivals. Source: CNNMoney.com – video report Date: 08/26/2011 Link: http://money.cnn.com/video/technology/2011/08/25/t_steve_jobs_apple_market.fortune/ Questions for discussion: Do you think Apple’s financial success is sustainable? Where do you see the company going in the future?
Investors stream toward Pandora
Description: Shares of Pandora jump double-digits after the Internet music company reported a 117% jump in revenue in its first report since going public in June. Source: CNNMoney.com – video report Date: 08/26/2011 Link: http://money.cnn.com/video/markets/2011/08/26/mkts_midday_pandora2.cnnmoney/ Questions for discussion: Do you think the stock price is appropriate? What do you think of the business model as… Read more »
Apple Without CEO Jobs Gives Cook $28 Billion to Deal: Real M&A
Description:Â Without Steve Jobs, Apple Inc. may start to embrace dealmaking after spending less on acquisitions than any of its biggest competitors. Source:Â Businessweek.com Date: 08/26/2011 Link:Â http://www.businessweek.com/news/2011-08-26/apple-without-ceo-jobs-gives-cook-28-billion-to-deal-real-m-a.html Questions for discussion: Do you think Apple can continue the same level of growth without Steve Jobs as CEO? What sorts of acquisitions do you think Apple… Read more »
Dunkin’s Not-So-Sweet Spot
Description: America might run on Dunkin’, but investors aren’t likely to get rich buying Dunkin’ Brands’ pricey shares. There are better bargains elsewhere in the restaurant sector. Source: Barrons.com Date: 08/26/2011 Link: http://online.barrons.com/article/SB50001424052702303545104576524712905829294.html?mod=mktw Questions for discussion: Do you agree with the analysis presented? What value would you set for Dunkin? Would you advise investors to… Read more »
