Toys ‘R’ Us files $800 million IPO

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Description: Toys “R” Us is seeking to raise $800 million in stock through an initial public offering, hoping to clear some debt from its balance sheet, the company said in a securities filing Friday. Source:  CNNMoney.com Date: 05/28/2010 Link: http://money.cnn.com/2010/05/28/news/companies/toys_r_us_IPO/index.htm   Questions for discussion: How does this IPO help the firm? What are the advantages… Read more »

Dell profit jumps on strong sales to businesses

Posted by & filed under Company Analysis, Economic Analysis.

Description: Dell Inc. said Thursday that strong demand from business customers helped drive the PC maker’s profit up 52% in its most recent quarter. Source:  CNNMoney.com Date: 05/20/2010 Link: http://money.cnn.com/2010/05/20/technology/Dell/index.htm   Questions for discussion: What does this report suggest about Dell’s future stock value? How can Dell improve growth prospects? Explain why margins are so… Read more »

Why Cisco is so bullish

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Description:  Cisco CEO John Chambers says the most recent quarter was its “best ever,” citing growth in video, routers and collaborative technology. Source:  CNNMoney.com – video report   Date: 05/13/2010 Link: http://money.cnn.com/video/news/2010/05/13/n_cisco_chambers_quarter.cnnmoney/ Questions for discussion: Summarize the reasons to be optimistic about the global economy? Why do you suppose Cisco is considered a bellwether stock?… Read more »

IBM to Spend $20 Billion on Takeovers Through 2015

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

Description:  International Business Machines Corp. Chief Executive Officer Sam Palmisano, seeking to boost earnings by focusing on software and services, said he plans to spend $20 billion on acquisitions in the next five years. Source: Bloomberg.com   Date: 05/12/2010 Link: http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aRqLcBIcjkcE Questions for discussion: What is the significance of IBM’s announcement? Why are acquisitions an… Read more »

Berkshire Says Burlington Northern, NetJets Helped Boost Profit

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Description: Warren Buffett’s Berkshire Hathaway Inc., which reported a $3.6 billion first-quarter profit last week, said gains at private flight company NetJets Inc. and railroad Burlington Northern Santa Fe bolstered results. Source: Bloomberg.com   Date: 05/08/2010 Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aPL.hvjH5srY Questions for discussion: Do you believe that the financial results for Berkshire are indicative of general economic… Read more »

Buffett’s stance on derivatives

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

Description:  Fortune’s Andy Serwer talks about how the Senate’s proposed financial reforms will affect Berkshire Hathaway’s derivatives holdings. Source:  CNNMoney.com – video report   Date: 04/29/2010 Link: http://money.cnn.com/video/fortune/2010/04/29/f_sl_buffett_derivatives_berkshire.fortune/  Questions for discussion: How much influence do you think Buffett can have in the current debate about derivatives? Would Buffett joining the management of Goldman be a… Read more »

H-P grabbing Palm could shake up PC alliances

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Description: Hewlett-Packard’s bid to gobble up Palm Inc. could shake up alliances in the personal computer industry, as other players in the sector figure out their play in a rapidly-changing smartphone arena, analysts say. Source:  Marketwatch.com Date: 04/29/2010 Link: http://www.marketwatch.com/story/h-ps-palm-merger-seen-shaking-up-pc-alliances-2010-04-29?siteid=nwtwk   Questions for discussion: Do you agree with the analysis presented? Is this a good… Read more »

UAL, Continental reportedly set to announce deal Monday

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Description:  United Airlines and Continental Airlines are reportedly on track to announce a multibillion-dollar merger deal on Monday that would create the world’s biggest airline. Source:  Marketwatch.com   Date: 04/29/2010 Link: http://www.marketwatch.com/story/ual-continental-reportedly-close-in-on-deal-2010-04-29?siteid=nwtwk Questions for discussion: Is this a good deal for stockholders of each firm? From a financial management point of view, what will the… Read more »

Apple earnings soar on strong iPhone, Mac sales

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Description:  Apple Inc said Tuesday that profit rose 90% in its fiscal second quarter as it sold almost 9 million iPhones, easily topping analyst estimates in both profit and sales amid a surge in demand in international markets. Source:  Marketwatch.com   Date: 04/20/2010 Link: http://www.marketwatch.com/story/apple-earnings-soar-on-strong-iphone-sales-2010-04-20?siteid=nwtwk Questions for discussion: As an investor with a one year… Read more »