Rattner: General Motors is undervalued

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

Description: Steven Rattner, former ‘auto czar’ for the Treasury Dept., says the government should hold its GM stake until the stock rises further. Source: CNNMoney.com – video report Date: May 02, 2012 Link: http://money.cnn.com/video/markets/2012/05/01/mkts-rattner-gm-government.cnnmoney/ Questions for Discussion: What is the basis for this evaluation of GM? Do you agree with this assessment?  

Is time running out for Nokia and RIM?

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

Description:  For two former leaders in mobile and smartphones, the fall from the top was painfully obvious this week. Source: Marketwatch.com Date: May 03, 2012 Link: http://www.marketwatch.com/story/is-time-running-out-for-nokia-and-rim-2012-05-03?link=home_carousel Questions for Discussions: What does the report have to say about the financial status of these firms? Do you agree with this analysis? What would you advise investors… Read more »

Canadians Dominate World’s 10 Strongest Banks

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description: Banks from Citigroup Inc. (C) in the U.S. to BNP Paribas SA (BNP) in France are racing to shed assets and raise money ahead of new global capital rules that start taking effect in 2015. For Canadian lenders, these moves have created the opportunity to go on a shopping spree. Source: Bloomberg.com Date: May… Read more »

Mutual Funds Confront Not-Quite-as-Dumb Money

Posted by & filed under Financial analysis, Growth & Valuation, Industry Analysis.

Description: It used to be easy—and I mean Uncle Pennybags-laughing-to-the-bank easy—to be a mutual fund. During the heyday of the cult of equity, investors would dutifully chase returns at Fidelity, Janus Capital (JNS), Munder NetNet, or whatever was the performance flavor of the year. Source: Businessweek.com Date: May 03, 2012 Link: http://www.businessweek.com/articles/2012-05-03/mutual-funds-confront-not-quite-as-dumb-money Questions for Discussions:… Read more »

Shocker! Apple makes billions

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Description:  Strong global iPhone sales helped Apple beat expectations, as usual. Doubters beware – it’s hard to hate on AAPL. Source: CNNMoney.com – video report Date: 04/25/2012 Link:  http://money.cnn.com/video/markets/2012/04/25/mkts-bz-apple-iphone.cnnmoney/ Questions for discussion: Summarize the financial results and the reasons there is surprise. Would you be a buyer or seller today?

No grimacing for McDonald’s investors

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

Description:  With a boost from strong earnings, McDonald’s isn’t the only fast food co. on the up and up. Chipotle and Yum! Brands are following suit. Source: CNNMoney.com – video report Date: 04/20/2012 Link:  http://money.cnn.com/video/markets/2012/04/20/mkts-bz-fast-food.cnnmoney/ Questions for discussion: Compare the financial results for the firms mentioned in this report? How do you explain their performances?… Read more »

Best Buy CEO out as shoppers move online

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description:   Best Buy Co Chief Executive Brian Dunn has left the world’s largest consumer electronics chain, which has struggled against stepped-up competition from internet retailers and discounters. Source:  Reuters.com Date: 04/10/2012 Link:  http://www.reuters.com/article/2012/04/10/bestbuy-idUSL2E8FA3ZK20120410 Questions for discussion: Is there a solution to this shopping trend working against Best Buy? Would a merger or acquisition make sense at… Read more »

How Long Will Markets Stay Calm?

Posted by & filed under Financial analysis, Market Analysis.

Description:  Call it the calm after the storm: Markets are now more placid than they’ve been in years. Volatility across a range of assets is now at the lowest level since 2007. The Chicago Board Options Exchange Market Volatility Index, or VIX (also known as the fear index), which tracks the expected price of buying… Read more »

Ask an Expert: ‘Shark Tank’ shows entrepreneurs how to swim

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Description:  Q: Lately I have been watching the TV show “Shark Tank” and really like it. What always amazes me is that the people whose products I don’t like often get money and those that I do like get nothing. Why is that? — Jaime Source: USAToday.com Date: 02/20/2012 Link:  http://www.usatoday.com/money/smallbusiness/columnist/strauss/story/2012-02-19/shark-tank-small-business-steve-strauss/53138174/1 Questions for discussion: Summarize… Read more »

The Business Of Lin

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

Description:  From Knicks jersey sales to tickets on the road, many firms are profiting from Linsanity. But can it last? Source: CNNMoney.com – video report Date: 02/17/2012 Link:  http://money.cnn.com/video/news/2012/02/16/n_jeremy_lin_business.cnnmoney/ Questions for discussion: Explain the sudden financial changes to the various businesses mentioned in the report. Do you think this phenomenon can last? What strategic plans… Read more »