Description: Cobbling a bunch of zombie banks together has created a monster that the Spanish government cannot afford to kill. More consolidation isn’t the answer. Source: Fortune.com Date: May 31, 2012 Link: http://finance.fortune.cnn.com/2012/05/31/spain-bank-failures/?iid=SF_F_River Questions for Discussions: What are the arguments presented? How would this scenario play out in terms of the Euro and European stock… Read more »
Posts Categorized: Financial analysis
GM plant closing in Oshawa ‘absolutely sickening’
Description: Employment at General Motors of Canada Ltd., once the biggest employer by far in the auto sector in Canada with more than 40,000 workers, will fall to about one-fifth that number by next June when it ceases production on one of two assembly lines at its Oshawa, Ont., plant. Source: GlobeandMail.com Date: June 01,… Read more »
El-Erian: ‘A Greek exit is inevitable’
Description: PIMCO’s Mohamed El-Erian says a snowballing run on Greek banks is making the nation’s exit from the eurozone inevitable. Source: CNNMoney.com – video report Date: May 25, 2012 Link: http://money.cnn.com/video/news/2012/05/25/n-el-erian-greek-exit.cnnmoney/ Questions for Discussion: Summarize the opinions presented by El-Erian. Do you agree with his analysis? What trading recommendations would be in order if an… Read more »
Facebook’s stock should trade for $13.80
Description: Commentary: Here’s a fair-price calculation for Facebook Source: Marketwatch.com Date: May 25, 2012 Link: http://www.marketwatch.com/story/facebooks-stock-should-trade-for-1380-2012-05-25 Questions for Discussions: What is the basis for the calculations? Do you think the approach is sound? What do you think Facebook is worth?
Kvetch in May: Why Market Timing Isn’t Everything
Description: All hail Memorial Day weekend. In the tradition of my Miami childhood, ‘tis the season to don Crockett & Tubbs white pants and flaunt the right to bare arms. Hedgies and traders clad in Sperry Docksiders bolt Gotham for the leafy, saltwater-sprayed indolence of the Hamptons. The market’s volume dips to a trickle. Source:… Read more »
Our journey buying into Facebook’s IPO
Description: As trading volumes spiked to 567 million shares, CNNMoney tried to get in on the action. Source: CNNMoney.com – video report Date: May 18, 2012 Link: http://money.cnn.com/video/news/2012/05/18/n-cnnmoney-buys-facebook-shares.cnnmoney/ Questions for Discussion: Describe the barriers to buying into the IPO on the first day of trading? How do you think these constraints affected the trading values… Read more »
Facebook debut sets pace for tech IPOs to come
Description: With Facebook Inc. FB +0.61% finally going public, the market’s attention next turns to whether the social-networking sensation will lead the way for another wave of tech firms to cash in on the IPO market Source: Marketwatch.com Date: May 18, 2012 Link: http://www.marketwatch.com/story/facebook-debut-sets-pace-for-tech-ipos-to-come-2012-05-18 Questions for Discussions: How is the Facebook IPO experience expected to… Read more »
Is Facebook Sucking Oxygen Out of the IPO Market?
Description: As Facebook increases the size and price range of its initial public offering, the rest of the IPO market is starting to sputter. According to data compiled by Bloomberg, there’s been an uptick in the number of companies that have either withdrawn or postponed their IPO in the past three months. Since mid-February, 29… Read more »
Fossil’s market surge: Extinct
Description: Soft demand in crisis-stricken Europe is hurting sales of watch and accessory maker Fossil – and its stock price. Source: CNNMoney.com – video report Date: May 10, 2012 Link: http://money.cnn.com/video/markets/2012/05/08/mkts-bz-fossil.cnnmoney/ Questions for Discussion: Why did Fossil’s share drop so dramatically? Do you think they can return to recent valuations? How would you go about evaluating… Read more »
Green Mountain Coffee: A Giddy Win for Short-Sellers
Description: Ten years ago, smarting over my tech-stock losses, I should have bought shares of Green Mountain Coffee Roasters (GMCR). Of course, it was the manifest destiny of a Vermont-based outfit to go out and rock the coffee world, Starbucks’ (SBUX) hegemony be damned. Source: Businessweek.com Date: May 09, 2012 Link: http://www.businessweek.com/articles/2012-05-09/green-mountain-coffee-a-giddy-win-for-short-sellers Questions for Discussions:… Read more »
