Description: Not so fast, kiddos. That’s what the Securities and Exchange Commission seems to be saying by warning Netflix (NFLX) that it may sue the company over a single Facebook (FB) update. The SEC’s warning centers on a July 3 Facebook post by Chief Executive Officer Reed Hastings that said Netflix customers streamed more than… Read more »
Posts Categorized: Growth & Valuation
Why Hewlett-Packard Should Consider Breaking Up
Description: The struggling technology company is an amalgam of businesses that could be worth more separately than they are together. Source: TheDailyBeast.com Date: Dec 07, 2012 Link: http://www.thedailybeast.com/articles/2012/12/07/why-hewlett-packard-should-consider-breaking-up.html Questions for Discussions: What are the arguments for breaking up and keeping H-P as it is today? Do you think H-P should be broken up? Would you… Read more »
Velshi: Are we in a recession?
Description: Despite people feeling better about the economy, one prominent economist says we’ve already dipped into a recession. Source: CNNMoney.com – video report Date: Nov 29, 2012 Link: http://money.cnn.com/video/news/2012/11/29/n-velshi-recession-your-money-daily.cnnmoney/ Questions for Discussions: Summarize the arguments for suggesting the US is already in recession? What does each of the four indicators presented represent? Do you believe… Read more »
What Awaits Mark Carney at the Bank of England
Description: He has been touted as the best man for the job, but what exactly can Mark Carney expect when he takes on the role of governor at the Bank of England next year? DeAnne Julius, former MPC member, and Chris Giles, economics editor, lay out some of the challenges to the FT’s Seb Morton-Clark…. Read more »
Why mortgage deduction may sail by fiscal cliff
Description: Commentary: Initial reports from retailers are unreliable Source: Marketwatch.com Date: Nov 29, 2012 Link: http://www.marketwatch.com/story/why-mortgage-deduction-may-sail-by-fiscal-cliff-2012-11-29?dist=afterbell Questions for Discussions: What are the implications of a move to reform mortgage deductibility? Do you think it can be phased out gradually without causing excessive stress on the housing recovery? How might investments in home building companies be… Read more »
Hedge Funds Find Tech Stocks in the Bargain Bin
Description: Fans of tech stocks and train wrecks got to combine their interests in 2012, as several high-profile companies endured an awful year: Shares of Facebook are off 31 percent, Zynga is down 73 percent, and Groupon is at negative 79 percent. Yahoo! struggled, Netflix fell, and even Apple had a rough stretch that lopped… Read more »
Fiscal Cliff Fears Drive Huge Spike in Dividend Payouts
Description: Taxes on dividends may go up on January 1. And companies are shoveling dividends out to their shareholders before the taxman comes calling. Source: TheDailyBeast.com Date: Nov 28, 2012 Link: http://www.thedailybeast.com/articles/2012/11/28/fiscal-cliff-fears-drive-huge-spike-in-dividend-payouts.html Questions for Discussions: What is the history of dividend payouts and changing tax policies? Do you think the payouts are good for the… Read more »
Black Friday results a useless indicator
Description:Â Commentary: Initial reports from retailers are unreliable Source: Marketwatch.com Date: Nov 23, 2012 Link:Â http://www.marketwatch.com/story/black-friday-results-a-useless-indicator-2012-11-23 Questions for Discussions: What does the report say about the value of Black Friday as an indicator? Why do you suppose it is given such prominent attention by analysts?
How HPs Disastrous Deal Blows a Hole in Consulting
Description: HP lost $8.8 billion on acquisition gone bad. Are high-priced consultants and accountants like KPMG and Deloitte to blame? Source: TheDailyBeast.com Date: Nov 21, 2012 Link: http://www.thedailybeast.com/articles/2012/11/21/how-hp-s-disastrous-deal-blows-a-hole-in-consulting.html Questions for Discussions: Who is at fault for this situation? What does this report say about the value of consultants and their effort at due diligence? What… Read more »
More bad news for PC makers
Description: Dell’s latest results were awful, sending shares of the struggling stock even lower. A similar fate likely awaits Hewlett-Packard next week. Source: CNNMoney.com – video report Date: Nov 16, 2012 Link: http://money.cnn.com/video/investing/2012/11/16/investing-hp-dell.cnnmoney/ Questions for Discussions: Explain the reasons for stock market declines of Dell and HP? What could turn these stock values around? Would… Read more »
