Intel outlook is not too chipper

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

  Description: Shares of Intel tumbled on disappointing earnings and weak guidance. Investors want the semiconductor maker to do more in mobile and lessen its reliance on the slow-growth PC market. Source: CNNMoney.com – video report Date: Jan 17, 2014 Link: http://money.cnn.com/video/investing/2014/01/17/investing-the-buzz-intel-chip-microprocessor-arm-holdings-mobile-pc.cnnmoney/index.html Questions for Discussions: Why are chip stocks not performing particularly well at this… Read more »

Train stocks go off the rails

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

Description: Shares of railroad giant CSX are down sharply due to lower coal shipments, a sign that the recent tear in transportation stocks may be nearing an end. Source: CNNMoney.com – video report Date: Jan 16, 2014 Link: http://money.cnn.com/video/investing/2014/01/16/investing-the-buzz-csx-railroad-transportation-norfolk-southern-union-pacific.cnnmoney/index.html Questions for Discussions: What does this report say about rail stocks in general and CSX in… Read more »

The $20 book that companies are betting could save them $100,000 or more

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description: CBS, Michael Dell, and others are giving David Agus’s A Short Guide to a Long Life to their employees to encourage good health. Source: Fortune.com Date: Jan 17, 2014 Link: http://features.blogs.fortune.cnn.com/2014/01/17/the-20-book-that-companies-are-betting-could-save-100000-or-more/?iid=SF_F_River Questions for Discussions: What is the message to managers and employees? What are the cost and benefits contributions to cash flow and cost… Read more »

UPDATE 4-JPMorgan to pay over $2 billion to settle Madoff case

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

Description:  JPMorgan Chase & Co will pay more than $2 billion of penalties to settle charges by U.S. federal authorities that it failed to report suspicious activity involving Bernard Madoff’s Ponzi scheme. Source:  Reuters.com Date: Jan 07, 2014 Link: http://in.reuters.com/article/2014/01/07/jpmorgan-madoff-deal-idINL2N0KH0ZP20140107 Questions for Discussions: Summarize the illegal behaviors for which the bank is being fined. Why… Read more »

Exclusive: The Inside Story of GM’s Comeback and Mary Barra’s Rise

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description: Dan Akerson, the chairman and chief executive officer of General Motors (GM), arrives at the company’s Technical Center on Nov. 13 to address about 1,000 engineers and designers. Source:  Businessweek.com Date: Dec 11, 2013 Link:  http://www.businessweek.com/articles/2013-12-12/exclusive-the-inside-story-of-gms-comeback-and-mary-barras-rise Questions for Discussions: How was GM saved? Is the current financial structure sound? Does the firm have the… Read more »

Lowest Jobless Rate in 5 Years Raises Odds of a Fed Move

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

Description: After years of frustrating fits and starts in the wake of the financial crisis and the Great Recession, the United States economy finally appears to be generating jobs at a healthier, more sustainable pace that many analysts now think will continue into 2014. The official unemployment rate fell in November to its lowest level… Read more »

The Anonymous Fashion Line That’s Cleaning Up on Wall Street

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Description: The fashion label Vince creates slouchy, mid-priced luxury basics that sell well at Bloomingdales, Nordstrom, Neiman Marcus, Macy’s, Barneys New York, and Saks Fifth Avenue, among other retailers. And while it may seem safe to assume that those comfy T-shirts are designed by a guy named Vince, well, there’s no Vince at Vince. Source:… Read more »

Dow 16,000? Who cares!

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

Description: With the economy still sluggish, don’t get too excited about the record high stock market. Source: CNNMoney.com – video report Date: Nov 15, 2013 Link: http://money.cnn.com/video/investing/2013/11/15/investing-dow-record-16000-who-cares.cnnmoney/index.html Questions for Discussions: What is the Dow? Does its rise or fall relate to how well the economy is performing? What is the explanation for the recent surge?

Intrawest’s Ski Business Goes Downhill Toward IPO

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Description: There’s a saying among skiers and snowboarders: “Go big or go home.” Intrawest Resorts, a giant in the skiing business, has chosen the former. Source: BusinessWeek.com Date: Nov 15, 2013 Link: http://www.businessweek.com/articles/2013-11-15/intrawests-ski-business-goes-downhill-toward-ipo#r=hpt-ls Questions for Discussions: What are the risks to owners of stock in this business? How does snowfall determine revenues? How would you… Read more »