Steve Jobs Makes The Worst Trade Ever

Posted by & filed under Growth & Valuation.

Description:  Brett Arends tells us about one of the greatest trade blunders ever – a decision by Steve Jobs in 2003 to accept a safer but much lower returning investment in exchange for his 55 million Apple Stock options, now worth nearly $13 billion. Source: Marketwatch.com – video report   Date: 05/18/2010 Link: http://www.marketwatch.com/video/asset/steve-jobs-makes-the-worst-trade-ever/74CD1F05-723A-4E63-BB16-DA4AC94AFFD5 Questions… Read more »

IBM to Spend $20 Billion on Takeovers Through 2015

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

Description:  International Business Machines Corp. Chief Executive Officer Sam Palmisano, seeking to boost earnings by focusing on software and services, said he plans to spend $20 billion on acquisitions in the next five years. Source: Bloomberg.com   Date: 05/12/2010 Link: http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aRqLcBIcjkcE Questions for discussion: What is the significance of IBM’s announcement? Why are acquisitions an… Read more »

Apple earnings soar on strong iPhone, Mac sales

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Description:  Apple Inc said Tuesday that profit rose 90% in its fiscal second quarter as it sold almost 9 million iPhones, easily topping analyst estimates in both profit and sales amid a surge in demand in international markets. Source:  Marketwatch.com   Date: 04/20/2010 Link: http://www.marketwatch.com/story/apple-earnings-soar-on-strong-iphone-sales-2010-04-20?siteid=nwtwk Questions for discussion: As an investor with a one year… Read more »

Top tech companies 5 years from now

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

Description: Now that 2010’s Fortune 500 list is out, Techmate debates which companies are likely to rise or fall on the list in 2015. Source: CNNMoney.com – video report Date: 04/16/2010 Link: http://money.cnn.com/video/technology/2010/04/16/tm_fortune_500_5yrs.fortune/ Questions for discussion: Do you agree with the analysis presented? Which other companies do you think offer good chance for capiatl growth?

Value Investing for the Next Decade

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Description:  Long-duration investing is about finding well-established companies to buy and hold for the next 10 years, according to fund manager Bill Smead, who favors pharmaceutical, housing and equity-fund plays. Matt Andrejczak reports. Source: Marketwatch.com – video report   Date: 03/16/2010 Link: http://www.marketwatch.com/video/asset/value-investing-for-the-next-decade/49B13123-0A86-4B78-ACD1-85EF967190FC Questions for discussion: Why do you believe investors are holding stocks for… Read more »

Beaten by Buffett

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

Description:  Many investors can only look on with envy when Warren Buffett says his shareholders have seen 20% annualized gains over the past 45 years — even the best mutual funds pale by comparison. Source: Marketwatch.com Date: 03/05/2010 Link:  http://www.marketwatch.com/story/buffett-and-berkshire-outperform-all-mutual-funds-2010-03-05?siteid=nwtwk Questions for discussion: Summarize the reasons suggested for Buffett’s success when compared to mutual fund… Read more »

Sears agrees to sell Craftsman tools at Ace Hardware

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

Description:   Sears Holdings Corp. has agreed to sell its popular Craftsman tool brand through Ace Hardware stores, as the company turns again to outsiders to help grow its sales. Source: Marketwatch.com Date: 02/20/2010 Link: http://www.marketwatch.com/story/sears-agrees-to-sell-craftsman-tools-at-ace-hardware-2010-02-20 Questions for discussion: Do you think this strategy is sound for both firms? What alternative strategies are available to Sears and… Read more »

Liquor store privatization could be boon for Big Booze

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

Description: With their finances on the rocks, states that control the sale of liquor to the public are looking at handing the job to private enterprise, a move that could raise revenue, streamline government, and prove a boon to the spirits industry. Source: Marketwatch.com Date: 02/06/2010 Link:  http://www.marketwatch.com/story/liquor-store-privatization-a-boon-for-big-booze-2010-02-06 Questions for discussion: How will this move… Read more »

Tesla Motors files for IPO, seeking $100 million

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

Description: High-end electric-car company Tesla Motors filed for an initial public offering Friday, seeking $100 million in the public-financing arena as conventional auto makers are reeling from anemic sales and product recalls. Source: Marketwatch.com Date: 01/29/2010 Link:  http://www.marketwatch.com/story/tesla-motors-files-for-ipo-to-raise-up-to-100-mln-2010-01-29 Questions for discussion: What are the factors favoring the success of this IPO and those against? Summarize… Read more »

Plentiful-Job Gauge Points to U.S. Payroll Growth: Chart of Day

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

Description:  Economists who expect a revival of U.S. employment growth this month have history on their side, according to Thomas J. Lee, a JPMorgan Chase & Co. strategist. Source: Bloomberg.com Date: 01/29/2010 Link: http://www.bloomberg.com/apps/news?pid=20601109&sid=aMnej1hFAk_s Questions for discussion: What is your judgement of the chart and predictions presented in the report. How might financial managers be… Read more »