Description: If you’re a cable TV subscriber who grumbles about paying for dozens of channels your family never watches, a media analyst has a message: That cable bundle carries all sorts of unseen benefits. Source: BusinessWeek.com Date: Dec 06, 2013 Link: http://www.businessweek.com/articles/2013-12-06/the-ugly-numbers-behind-unbundled-cable-tv#r=hpt-ls Questions for Discussions: Explain the arguments presented for and against bundling with respect… Read more »
Posts Categorized: Financial analysis
Why my bank didn’t take TARP
Description: CEO of New York Community Bancorp Joseph Ficalora discusses the financial crisis and how the banking industry has changed since. Source: CNNMoney.com – video report Date: Nov 26, 2013 Link: http://money.cnn.com/video/investing/2013/11/26/investing-new-york-community-bank-tarp-banking.cnnmoney/index.html Questions for Discussions: Why did some banks not take TARP? What does this report suggest about the risks taken by bank managers?
Record Highs Lure Investors Back to Stocks
Description: Investors are rediscovering their taste for equities. Stock funds took in $148 billion in the year’s first 10 months, after five years when money flowed out, according to Investment Company Institute data. The shift marks a reversal from the four years through 2012, when investors put $1 trillion into bond funds, and the financial crisis… Read more »
Hunger Games stock is ‘catching fire’
Description: The movie studio has figured out how to keep milking money out of successful franchises like the Hunger Games and Twilight. Source: CNNMoney.com – video report Date: Nov 22, 2013 Link: http://money.cnn.com/video/investing/2013/11/22/investing-buzz-lionsgate-entertainment-hunger-games-catching-fire.cnnmoney/index.html Questions for Discussions: What is the “formula” being used by studios like Lion’s Gate? Would you be a buyer of the stock… Read more »
How will the Herbalife battle end?
Description: Cristina Alesci reports on the performance of Herbalife. She speaks on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 22, 2013 Link: http://bloom.bg/18VYOzD#ooid=xncG9raDojHmeoHBjPmU0dC79osxQsKf Questions for Discussions: Explain why a leveraged buyout makes sense for Herbalife? What are the possible ending scenarios for Herbalife? Which do you think will… Read more »
Carl Icahn clarifies his stock-caution comments as others downplay them
Description: Activist investor Carl Icahn has clarified his comments that contributed to pushing stocks to session lows on Monday. Source: MarketWatch.com Date: Nov 19, 2013 Link: http://blogs.marketwatch.com/thetell/2013/11/19/carl-icahn-clarifies-his-stock-caution-comments-as-others-downplay-them/ Questions for Discussions: What does the report say about investor reactions to comments by investors like Carl Icahn? Do you believe the markets are due for a correction?
Chegg wants to transform textbooks
Description: Chegg started as a hard-copy textbook rental website but has since grown to support students with more materials and digital resources. The CEO discusses the company’s strategy after its IPO. Source: CNNMoney.com – video report Date: Nov 11, 2013 Link: http://money.cnn.com/video/investing/2013/11/13/investing-chegg-ceo-ipo-textbook-online-rental-education.cnnmoney/index.html Questions for Discussions: How is the firm contributing to change in the education… Read more »
The next 10 investment bubbles
Description: Asset bubbles are funny things. You’re not sure something is in a bubble until it pops. Ever since investors first bid up the price of tulip bulbs to ridiculous levels back in the early 1600s, one thing many economists seem to agree on is that pre-popped bubbles defy formal identification. This past year Princeton… Read more »
Twitter now under Wall St. microscope
Description: One Wall Street analyst on the floor of the NYSE thinks Twitter could have revenues of $2 billion by 2015. Source: CNNMoney.com – video report Date: Nov 07, 2013 Link: http://money.cnn.com/video/investing/2013/11/07/investing-twitter-ipo-nyse.cnnmoney/index.html Questions for Discussions: Explain the behavior of investors rushing to get in on the IPO of Twitter. What is the basis of the… Read more »
BlackBerry Comeback Hampered by Vanishing Cash
Description: Investors are no longer wondering if BlackBerry Ltd. (BBRY) will run out of cash. For some, it’s now a question of when. Source: Bloomberg.com – video report Date: Nov 05, 2013 Link: http://bloom.bg/1iJ4iT1 Questions for Discussions: Do you think John Chen can successfully turn the firm around? Are the concerns over cash flow justified… Read more »
