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?
Posts Categorized: Industry Analysis
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 »
Is peer-to-peer lending online the future?
Description: Lending Club Founder and CEO Renaud Laplanche is disrupting traditional banking by getting investors to lend directly to consumers online. Source: CNNMoney.com – video report Date: Oct 25, 2013 Link: http://money.cnn.com/video/investing/2013/10/25/investing-lending-club-peer-to-peer-loans-banking.cnnmoney/index.html Questions for Discussions: Describe the business model presented in this report. What are the pros and cons to the regular banking system? Do… 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 »
In defense of hedge funds
Description: Despite plenty of press indicating hedge funds do not beat the broader market, SkyBridge Capital founder Anthony Scaramucci says he can pick winners. Source: CNNMoney.com – video report Date: Oct 18, 2013 Link: http://money.cnn.com/video/investing/2013/10/18/investing-hedge-funds-return-anthony-scaramucci-skybridge-baseball.cnnmoney/index.html Questions for Discussions: What do you think of Anthony Scaramucci’s metaphorical comparison of hedge fund managers to baseball players? Do… Read more »
New Trends in the World of Wine
Description: In today’s “In The Know” segment, International Wine Critic and Author Jancis Robinson discusses the impact of climate change on wine and where she sees growth with Mark Barton and Anna Edwards on Bloomberg Television’s “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 11, 2013 Link: http://bloom.bg/1focQkZ#ooid=t5YnFvZjqLZnyB1P-cNGikcjCxSrBFbn Questions for Discussions: Summarize the… Read more »
Meredith Whitney Wants to Invest Other People’s Money
Description: Meredith Whitney, the bank analyst who became famous for identifying problems at Citigroup (C) and other institutions ahead of the financial crisis, has shut down the brokerage and research arms of the firm she founded with her newfound prominence. The news, first reported by Bloomberg’s Max Abelson and Michael J. Moore, comes after a… Read more »
Tech stocks partying like its 1999
Description: Shares of internet companies like Priceline, Yelp, Facebook, Netflix and Yahoo are at or near all-time or multi-year highs, thanks to solid profits and revenue prospects. But is this another bubble waiting to burst? Source: CNNMoney.com – video report Date: Oct 03, 2013 Link: http://money.cnn.com/video/investing/2013/10/03/investing-the-buzz-tech-stocks.cnnmoney/index.html Questions for Discussions: Do you think a tech bubble… Read more »
For Constellation, Cerveza Makes Money the Way Beer Never Could
Description: Constellation Brands (STZ) put out a nice recipe for a profitable cocktail today:• 4 parts beer (must be Mexican)?• 3 parts wine (Arbor Mist, Ravenswood, Robert Mondavi)?• a splash of spirits (Svedka Vodka, Black Velvet Canadian Whisky) Source: Businessweek.com Date: Oct 03, 2013 Link: http://www.businessweek.com/articles/2013-10-03/for-constellation-cerveza-makes-money-the-way-beer-never-could Questions for Discussions: What is the basis for the… Read more »
J. C. Penney Is on the Brink
Description: J. C. Penney (JCP), the centenarian retailer, is reeling from post-traumatic stress disorder. Its sales, stock price, and management credibility are all tanking. The company is in disarray after activist hedge fund manager Bill Ackman installed a chief executive officer (now departed) whose aborted attempt to reinvent the department store failed miserably and alienated… Read more »
