JPMorgan Leads $22 Billion Increase in Payouts, Buybacks After Fed Review

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

Description: U.S. bank investors may be rewarded with an extra $22 billion annually after government tests showed the industry has regained enough strength to boost dividends and share buybacks. Source:  Bloomberg.com Date: 03/19/2011 Link:  http://www.bloomberg.com/news/2011-03-18/jpmorgan-leads-22-billion-increase-in-payouts-buybacks-after-fed-review.html Questions for discussion:  What does this report suggest about the state of affairs at JPMorgan and possibly other institutions? Does… Read more »

BullHorn: SXSW: Who’ll be the best?

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

Description: Foursquare and Gowalla were big hits last year at the technology conference in Austin, Texas. Are they takeover targets now? Source: CNNMoney.com – video report Date: 03/10/2011 Link:  http://money.cnn.com/video/markets/2011/03/10/mkts_bh_sxsw_bsft_fnsr.cnnmoney/ Questions for discussion: Summarize the analysis presented about each company. Do you think any one of these companies has an advantage in the developing technologies… Read more »

Bargains for Stock Investors

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Description: Value-stock investors can find buying opportunities in any market climate. Michael Scanlon, co-manager of John Hancock Large Cap Equity Fund, talks about three stocks he sees as bargains: Microsoft, Sirius XM and Lazard. Jonathan Burton reports. Source:  Marketwatch.com – video report Date: 03/08/2011 Link:  http://www.marketwatch.com/video/asset/bargains-for-stock-investors/21F018C1-4AD2-4A08-978E-566865F6A54B Questions for discussion: Summarize the evaluation methods and investing… Read more »

GM keeps churning with big CFO shift

Posted by & filed under Company Analysis, Management Issues.

Description:  The Microsoft guy who brought his much-needed financial chops to General Motors Co. when the Detroit auto maker needed them the most is on his way out after just a year on the job. Source: Marketwatch.com Date: 03/11/2011 Link: http://www.marketwatch.com/story/gm-cfo-calls-it-quits-investors-wince-2011-03-10?siteid=nwtwk Questions for discussion:   Why do you think investors responded as they did? Do you… Read more »

Bernanke Recovery Flawed as Companies Get Credit Denied to U.S. Consumers

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators.

Description: Thirteen hundred miles from Wall Street, Alex Fairchild is still waiting for a little of the U.S. government’s multitrillion-dollar bailouts and Federal Reserve largesse to trickle his way. Source:  Bloomberg.com Date: 03/11/2011 Link:  http://www.bloomberg.com/news/2011-03-11/bernanke-recovery-flawed-as-companies-get-credit-denied-to-u-s-consumers.html Questions for discussion:  What does this report suggest about the credit crunch and recovery process? How should investors and businesses… Read more »

BullHorn: Jobs back, Monster Hiding

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

Description: LinkedIn and other social networking sites have taken the teeth out of job search website Monster.com. Source: CNNMoney.com – video report Date: 03/04/2011 Link:  http://money.cnn.com/video/markets/2011/03/04/mkts_bh_jobs_monster.cnnmoney/ Questions for discussion:  Do you agree with the analysis presented of these firms? How should investors respond to the trends shown? Do you believe Monster has lost its ability… Read more »

Cheap, Ultrafast Broadband? At Least Hong Kong Has It

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators.

Description: HONG KONG residents can enjoy astoundingly fast broadband at an astoundingly low price. It became available last year, when a scrappy company called Hong Kong Broadband Network introduced a new option for its fiber-to-the-home service: a speed of 1,000 megabits a second — known as a “gig” — for less than $26 a month…. Read more »

Buying Boeing

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

Description: Shares of Boeing are flying higher after the aerospace company landed a multi-billion dollar contract to make 180 aerial tankers for the Air Force.  Source:  CNNMoney.com – video report Date: 02/25/2011 Link:  http://money.cnn.com/video/markets/2011/02/25/mkts_boeing_0225.cnnmoney/ Questions for discussion: Is there a fundamental concern investors should have when a company is highly dependent on government related spending?… Read more »

Charlie Sheen is out, but money keeps pouring in

Posted by & filed under Company Analysis, Financial analysis.

Description: The good news for the producers of “Two and a Half Men” is that Charlie Sheen’s meltdown happened during the show’s eighth season, and not the first. Source: CNNMoney.com Date: 02/25/2011 Link: http://money.cnn.com/2011/02/25/news/companies/charlie_sheen_two_and_a_half_men/index.htm Questions for discussion:  Summarize the financial fortunes related to the show? How does syndication impact financial planning for television production? Do… Read more »

GM shares hit post-IPO low, oil risk trumps profit

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

Description:   General Motors Co posted fourth-quarter results that topped Wall Street expectations, but its shares fell below their IPO price as investor concerns shifted to the pressure from rising oil prices and higher costs of launching and selling new cars. Source:  Reuters.com   Date: 02/24/2011 Link: http://www.reuters.com/article/2011/02/24/us-gm-idUSTRE71N0ZD20110224 Questions for discussion:  Summarize the financial results reported… Read more »