Description: One Wall Street analyst on the floor of the NYSE thinks Twitter could have revenues of $2 billion by 2015. Source: CNNMoney.com – video report Date: Nov 07, 2013 Link: http://money.cnn.com/video/investing/2013/11/07/investing-twitter-ipo-nyse.cnnmoney/index.html Questions for Discussions: Explain the behavior of investors rushing to get in on the IPO of Twitter. What is the basis of the… Read more »
Posts Categorized: Growth & Valuation
BlackBerry Comeback Hampered by Vanishing Cash
Description: Investors are no longer wondering if BlackBerry Ltd. (BBRY) will run out of cash. For some, it’s now a question of when. Source: Bloomberg.com – video report Date: Nov 05, 2013 Link: http://bloom.bg/1iJ4iT1 Questions for Discussions: Do you think John Chen can successfully turn the firm around? Are the concerns over cash flow justified… Read more »
Sometimes, Things Really Are Different This Time
Description: The four most dangerous words in investing are said to be “It’s different this time.” Someone uses them at the peak of every bubble to justify ignoring lessons of the past. Source: Fool.com Date: Nov 04, 2013 Link: http://www.fool.com/investing/general/2013/11/04/sometimes-things-really-are-different-this-time.aspx?source=isesitlnk0000001&mrr=0.33 Questions for Discussions: Explain the arguments presented in this report. Do you agree with the… Read more »
François Rochon: S&P 500, banks look undervalued based on earnings
Description: But tech companies like Facebook and LinkedIn have values that are far more optimistic than warranted Source: MontrealGazette.com Date: Nov 05, 2013 Link: http://www.montrealgazette.com/business/money/François+Rochon+banks+look+undervalued+based+earnings/9123864/story.html Questions for Discussions: Summarize the analysis of stocks and indexes in this report? Do you agree with the assessments and recommendations?
What’s driving the oil trade?
Description: – On today’s “Futures In Focus,” Big Brokerage President Jeffrey Grossman discusses oil and energy on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 1, 2013 Link: http://www.bloomberg.com/video/what-s-driving-the-oil-trade-s2O5hjOGS4apwoWmYDmX_Q.html Questions for Discussions: Summarize the reasons for a predicted drop in oil prices? Do you agree with this assessment? How… Read more »
Wells Fargo now most profitable bank in U.S.
Description: In another sign of the huge changes within the banking business since the financial crisis, Wells Fargo (WFC) is on pace to make more money this year than any other bank in the U.S. Source: Fortune.com Date: Nov 01, 2013 Link: http://finance.fortune.cnn.com/2013/11/01/wells-fargo/?iid=SF_F_River Questions for Discussions: Explain the reasons for the success of the firm…. Read more »
5 signs the stock market is in a bubble
Description: (MoneyWatch) U.S. stock markets have had a good year so far, but has it been too good? Source: CBSNews.com Date: Oct 31, 2013 Link: http://www.cbsnews.com/8301-505123_162-57610208/5-signs-the-stock-market-is-in-a-bubble/?tag=nl.e713&s_cid=e713&ttag=e713&ftag=TRE4cf7aca Questions for Discussions: What are the indicators that suggest the stock market is due for a drop in value? Do you agree with the analysis presented?
Microsoft is a better investment that Amazon: Blair
Description: Wedge Partners’ Brian Blair comments on today’s earnings reports from Microsoft and Amazon. He speaks with Jon Erlichman on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 24, 2013 Link: http://bloom.bg/1cgtSB9 Questions for Discussions: Summarize the reasons for Microsoft bullishness according to Brian Blair. Do you agree? Explain why… Read more »
Callaway Golf swings closer to profits
Description: Chip Brewer, president and chief executive officer at Callaway Golf recaps third-quarter results and what the company is doing to grow sales and develop new products. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date: Oct 24, 2013 Link: http://bloom.bg/1chkmh6 Questions for Discussions: How has Callaway product development contributed… Read more »
An Intriguing Product That’s Too Complex for Many
Description: The sales pitches go something like this: A mutual fund that promises to zig when the rest of the stock market zags. Bond funds that protect investors when interest rates rise. Access to the most sophisticated hedge fund managers in the country, even if you’re not particularly wealthy. Source: NYTimes.com Date: Oct 25, 2013… Read more »
