Description: The U.S. government is setting up a program to sell its 27% stake in Citigroup Inc. and the plan could be announced next month, according to a report Thursday, citing unidentified people with direct knowledge of the matter. Source: Marketwatch.com  Date: 03/25/2010  Link: http://www.marketwatch.com/story/treasury-reportedly-sets-plan-to-sell-citi-shares-2010-03-25?siteid=nwtwk Questions for discussion: Would you be a buyer of… Read more »
Posts Categorized: Company Analysis
Value Investing for the Next Decade
Description: Long-duration investing is about finding well-established companies to buy and hold for the next 10 years, according to fund manager Bill Smead, who favors pharmaceutical, housing and equity-fund plays. Matt Andrejczak reports. Source: Marketwatch.com – video report  Date: 03/16/2010 Link: http://www.marketwatch.com/video/asset/value-investing-for-the-next-decade/49B13123-0A86-4B78-ACD1-85EF967190FC Questions for discussion: Why do you believe investors are holding stocks for… Read more »
Dodd calls for Lehman Bros. investigation
Description: A year and a half after Lehman Brothers’ collapse, Senate Banking Committee Chairman Chris Dodd, D-Conn., is calling for a federal investigation into the “Lehman situation” and other companies that may have fudged their balance sheets, contributing to the financial crisis. Source: CNNMoney.com  Date: 03/20/2010  Link: http://money.cnn.com/2010/03/19/news/economy/lehman_brothers_chris_dodd/index.htm Questions for discussion: Do you believe… Read more »
Lehman’s $642 million bankruptcy
Description: Councils, advisors, consultants, even an art auctioneer get hefty compensation for cleaning up the firm’s books. Source: CNNMoney.com – video report  Date: 03/12/2010 Link: http://money.cnn.com/video/fortune/2010/03/12/f_sl_lehman_fees.fortune/ Questions for discussion: Summarize the possible claims against Lehman. Explain why criminal proceedings against individuals or organizations might be in order? Explain the lessons learned by the failure… Read more »
$642 million to clean up Lehman — and counting
Description: Unraveling the biggest-ever U.S. bankruptcy case isn’t cheap. A report released Thursday by the examiner in the Lehman Brothers Chapter 11 case exposed the games the defunct investment bank’s executives played to stay in Wall Street’s good graces Source: CNNMoney.com  Date: 03/12/2010 Link: http://money.cnn.com/2010/03/12/news/companies/lehman.fees.fortune/?section=magazines_fortune Questions for discussion: How does the Sarbanes-Oxley Act, which… Read more »
Apple Shares Look Cheap
Description: Fox Business anchor Cody Willard explains to Simon Constable why Apple stock looks like a bargain. Source: Marketwatch – video report  Date: 03/02/2010  Link: http://www.marketwatch.com/video/asset/apple-shares-look-cheap/48253F92-DAD8-4FC5-8B02-1473F7519FA2 Questions for discussion: Summarize the reasons given for the evaluation of Apple. Do you agree with the evaluation? Explain why you would or would not be a buyer… Read more »
Wall Street sours on Palm as smartphone sales stall
Description: Analysts say wireless-device maker has few options; few see buyout as likely. Source: Marketwatch – video report  Date: 02/26/2010 Link: http://www.marketwatch.com/story/palms-survival-at-stake-if-smartphones-dont-sell-2010-02-26?siteid=nwtwk Questions for discussion: Do you think investors have properly valued Palm in the past or presently? On what basis would you set a stock value for the firm? What valuation would you… Read more »
Buffett’s $50 million credit card blunder
Description: Peddling credit cards isn’t so easy that a caveman can do it. That seems to be the conclusion Berkshire Hathaway (BRKA, Fortune 500) chief executive Warren Buffett reluctantly reached last year, when he shut down a money-losing credit card business he had dreamed up for Berkshire’s Geico car-insurance unit. Source: CNNMoney.com  Date: 02/27/2010… Read more »
A.I.G. Posts Loss of $11 Billion on Higher Claims
Description: The American International Group said on Friday that it lost about $11 billion last year, surprising analysts and showing the long-term risks inherent in the types of large, complex insurance coverage that the company once pioneered. Source: NYTimes.com Date: 02/26/2010 Link:Â http://www.nytimes.com/2010/02/27/business/27insure.html?ref=business Questions for discussion: What is your view of this business model in… Read more »
Four Winning Stocks With More Nice Gains to Come: John Dorfman
Description:Â Sanderson Farms Inc., Hasbro Inc., CF Industries Holdings Inc. and Ralcorp Holdings Inc. have moved up nicely this year. Source: Bloomberg.com Date: 02/22/2010 Link: http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ayPIAFcd7_hE Questions for discussion: Do you agree with the assessments and recommended investing strategies presented in this article? What other factors should be considered?
