BullHorn: Jobs back, Monster Hiding

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

Description: LinkedIn and other social networking sites have taken the teeth out of job search website Monster.com. Source: CNNMoney.com – video report Date: 03/04/2011 Link:  http://money.cnn.com/video/markets/2011/03/04/mkts_bh_jobs_monster.cnnmoney/ Questions for discussion:  Do you agree with the analysis presented of these firms? How should investors respond to the trends shown? Do you believe Monster has lost its ability… Read more »

GM shares hit post-IPO low, oil risk trumps profit

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Description:   General Motors Co posted fourth-quarter results that topped Wall Street expectations, but its shares fell below their IPO price as investor concerns shifted to the pressure from rising oil prices and higher costs of launching and selling new cars. Source:  Reuters.com   Date: 02/24/2011 Link: http://www.reuters.com/article/2011/02/24/us-gm-idUSTRE71N0ZD20110224 Questions for discussion:  Summarize the financial results reported… Read more »

Here comes the dot-com boom 2.0

Posted by & filed under Growth & Valuation.

Description:   Facebook. Twitter. LinkedIn. Zynga. Groupon. LivingSocial. Will those be the Google Inc. (GOOG 630.08, +4.82, +0.77%) , eBay Inc.(EBAY 34.53, -0.16, -0.46%) and Amazon.com Inc. (AMZN 186.50, -1.26, -0.67%) of the next big wave of Internet companies going public, which appears to be happening as we speak? Source:  Marketwatch.com   Date: 02/18/2011 Link: http://www.marketwatch.com/story/here-comes-the-dot-com-boom-20-2011-02-18?siteid=nwtwk… Read more »

JPMorgan Posts Strong Profit as Crisis Fades

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

Description: JPMorgan Chase kicked off the banking industry’s earnings season on Friday with news that its profits surged 48 percent last year amid signs that consumers and businesses had slowly regained their balance in the aftermath of the financial crisis. Source:  NYTimes.com   Date: 01/14/2011 Link: http://dealbook.nytimes.com/2011/01/14/jpmorgans-fourth-quarter-profits-rise-47-to-4-8-billion/?ref=business Questions for discussion:  Summarize the explanation for the… Read more »

Facebook Moves Toward IPO

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Description: Facebook is poised to cross the 500 shareholder mark this year, so is an IPO in the works? Kelsey Hubbard gets a Facebook “status update” from the WSJ’s Dennis Berman. Link: http://www.businessweek.com/news/2011-01-07/apple-s-overture-to-blackstone-cfo-may-presage-deals.html Questions for discussion: Summarize the reasons Apple is expected to go looking for acquisitions. Do you think Tosi would be a good… Read more »

After a Long Ascent, Turbulence for Bonds

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

Description: WHEN the stock market plummeted in 2008, investors began to pour money into bond mutual funds, which generally performed quite well — at least until this past December. Source:  NYTimes.com   Date: 01/08/2011 Link: http://www.nytimes.com/2011/01/09/business/mutfund/09bond.html?ref=mutfund Questions for discussion:    Summarize performance of bonds over the last 12 months. How have investors behaved recently? Strategically… Read more »

Facebook? Google is the next Google

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

Description:  Only in the fickle world of technology can a company with a market value of $200 billion and nearly 20% sales growth be considered yesterday’s news. Source:  CNNMoney.com Date: 01/07/2011 Link:  http://money.cnn.com/2011/01/07/technology/thebuzz/index.htm Questions for discussion: Summarize the key factors driving the valuations for Facebook and Google. How do you think they will perform over… Read more »

BBBY goes beyond analysts’ forecasts

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

Description: Bed Bath & Beyond is raising expectations for the year after same-store sales jumped 7.6% in the first three quarters. Source: CNNMoney.com – video report   Date: 12/23/2010 Link: http://money.cnn.com/video/markets/2010/12/23/mkts_bed_bath_beyond.cnnmoney/ Questions for discussion:  Summarize the important financial metrics presented in this report. How do you explain the performance if BBBY in 2010? What do… Read more »

Why Investor Optimism May Be a Red Flag

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

Description:  NOW that the market has risen, investors are becoming optimistic again about stocks. There are many signs of this. The American Association of Individual Investors, for example, reports that most investors now describe themselves as bullish, versus just 20 percent in July. Source:  NYTimes.com   Date: 12/25/2010 Link: http://www.nytimes.com/2010/12/26/your-money/26fund.html?ref=business Questions for discussion:  Summarize the… Read more »

WIll the bull keep running?

Posted by & filed under Economic Analysis, Growth & Valuation.

Description: Historically, the third year for a president produces a good return for investors. Investment strategists Liz Ann Sonders and Sam Stovall say why 2011 will be no different. Source: CNNMoney.com – video report   Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/20/n_ss_panel_4_stocks.cnnmoney/ Questions for discussion:  Summarize the opinions expressed in this report. How do you expect the markets… Read more »