Oil price collapse pays off for one speculator

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Description: For the last several weeks, oil trader Stephen Schork has been betting that prices would fall. Instead, they kept rising. And every day they ticked higher, he lost money. Source: CNNMoney.com Date: 05/06/2011 Link: http://money.cnn.com/2011/05/06/markets/oil_prices_speculators/index.htm Questions for discussion: How did Stephen Schork decide that the time was ripe for shorting oil? What contributed to… Read more »

Shouting into the unfunded abyss

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Description: When the founder of an unheralded startup offered a cri de coeur about the inanities of the funding process, he heard hundreds of voices crying back. Source: Fortune.com Date: 05/06/2011 Link:  http://tech.fortune.cnn.com/2011/05/06/adam-neary-profitably-shouting-into-the-unfunded-abyss/ Questions for discussion: Summarized the essence of the report with respect to the difficulty of finding funding. Why do you think some… Read more »

Sokol: Berkshire shareholders react

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

Description: At Berkshire Hathaway’s annual meeting in Omaha, shareholders have very different opinions about David Sokol. Source: CNNMoney.com – video report Date: 04/30/2011 Link:  http://money.cnn.com/video/news/2011/04/30/n_buffett_sokol_shareholders.cnnmoney/ Questions for discussion: Judging from the interviews with stockholders, do you think the firm’s management is being questioned? Do you think the stock value is being affected? How might this… Read more »

Cisco Grows Smarter

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

Description: As Starbucks and now Cisco have discovered, the wrong kind of expansion reaps painful contractions Source: Businessweek.com Date: 04/26/2011 Link: http://www.businessweek.com/managing/content/apr2011/ca20110421_393278.htm Questions for discussion: Summarize the issues raised in the report. What is your view about Cisco’s past and future prospects? What advice would you give management at this time?

Can RIM win back investors after missteps?

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Description:   Research In Motion Ltd. lost much of its remaining support on Wall Street Friday after the company took down its estimates for the May quarter, leaving some to wonder whether the wireless-device maker can win back support from investors who have been burned by the stock this year. Source: Marketwatch.com Date: 04/29/2011 Link: http://www.marketwatch.com/story/can-rim-win-back-investors-after-missteps-2011-04-29… Read more »

Exxon Mobil profit nears $11 billion

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Description: Exxon Mobil Corp. said Thursday that its first-quarter profit climbed 69% to almost $11 billon, beating Wall Street estimates, as $100-a-barrel crude prices boosted the oil company’s bottom line to levels not seen since 2008. Source: Marketwatch.com Date: 04/28/2011 Link:  http://www.marketwatch.com/story/exxon-mobil-profit-nears-11-billion-2011-04-28 Questions for discussion: What do you think Exxon’s next quarter will look like?… Read more »

digits: Google’s Answer to Groupon

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Description: Google’s rival to services such as Groupon and LivingSocial, called Google Offers, has officially launched in some cities. Will Google dominate daily deals, or has the daily deals market grown too crowded? Plus: what it means for Groupon’s planned IPO. Source: Moneywatch.com – video report Date: 04/22/2011 Link: http://www.marketwatch.com/video/asset/digits-google-answer-to-groupon/C16FD858-3A59-44FA-8E56-7645A80F4EBF Questions for discussion: What contribution… Read more »

The ultimate pitch: 11 startups, 8 minutes, 500 investors

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Description: In an old East Village music hall in downtown New York, more than 500 investors from around the country crowded into a dimly lit auditorium to hear 11 startups pitch. Source: CNNMoney.com Date: 04/15/2011 Link: http://money.cnn.com/2011/04/15/technology/techstars_demo_day/index.htm Questions for discussion: What do you think about this method of raising capital? What do these players have… Read more »

BullHorn: SXSW: Who’ll be the best?

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

Description: Foursquare and Gowalla were big hits last year at the technology conference in Austin, Texas. Are they takeover targets now? Source: CNNMoney.com – video report Date: 03/10/2011 Link:  http://money.cnn.com/video/markets/2011/03/10/mkts_bh_sxsw_bsft_fnsr.cnnmoney/ Questions for discussion: Summarize the analysis presented about each company. Do you think any one of these companies has an advantage in the developing technologies… Read more »