Description: Apple Inc. AAPL-0.37% is in the midst of another sell-off, leaving market observers and analysts to ponder the reasons why a company that is still expected to gin up strong double-digit sales growth next year has seen its market value clipped by 7% this week alone – and more than 20% over the last… Read more »
Posts Categorized: Industry Analysis
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 »
Cyber Monday goes mobile
Description: Online shopping deals can be had even before Cyber Monday and savvy shoppers can get them from their phones. Source: CNNMoney.com – video report Date: Nov 23, 2012 Link: http://money.cnn.com/video/technology/2012/11/23/n-cyber-monday-mobile.cnnmoney/ Questions for Discussions: What are the financial implications for the changes in shopping behavior due to online options? How might these affect cash flows,… 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 »
Amazon’s Jeff Bezos: The ultimate disrupter
Description: He’s a pro-customer, tightfisted risk-taker who is conditioning Wall Street to embrace his erratic earnings. If you’re running a business with high margins — watch out. Source: Fortune.com Date: Nov 16, 2012 Link: http://management.fortune.cnn.com/2012/11/16/jeff-bezos-amazon/?iid=SF_F_River Questions for Discussions: What does the article say about Jeff Bezos’ management thinking and style? Why has Amazon succeeded? Where… Read more »
BlackBerry beats Apple! Really.
Description: Apple shares have plunged more than 20% from their peak. During the same time, RIMM has soared 20%. Source: CNNMoney.com – video report Date: Nov 08, 2012 Link: http://money.cnn.com/video/investing/2012/11/08/investing-apple-research-in-motion.cnnmoney/ Questions for Discussions: Explain the recent stock movements of RIM and Apple. What is the argument for owning either stock? Where do you see these… Read more »
Zillow’s bubble may have burst
Description: Online real estate site Zillow’s forecast is weaker than expected, but that’s not a bad sign for the housing recovery. Source: CNNMoney.com – video report Date: Nov 06, 2012 Link: http://money.cnn.com/video/investing/2012/11/06/investing-zillow.cnnmoney/ Questions for Discussions: Why did this stock drop in price so dramatically, according to the reporter? What lessons are there for other momentum… Read more »
Thousands of banks may disappear
Description:Â Wall Streeters say Obama’s second term will be the death knell for small banks. Source: Fortune.com Date: Nov 09, 2012 Link:Â http://finance.fortune.cnn.com/2012/11/09/banks-disappear-obama/?iid=SF_F_River Questions for Discussions: What is the basis for this prediction? Do you agree with the sentiment? Would the consequences be good or bad? How should investors react?
How Sprint is outperforming Apple
Description: CEO Dan Hesse’s turnaround of Sprint has the wireless carrier’s stock outperforming Apple’s. Source: CNNMoney.com – video report Date: Nov 02, 2012 Link: http://money.cnn.com/video/magazines/fortune/2012/11/02/ldrshp-sprint-1.fortune/ Questions for Discussions: Why has Sprint stock done so well over the past year? How has the deal with Apple changed cash flow? Would you be an investor in Sprint… Read more »
Verizon: Sandy could have ‘significant’ impact on profit
Description:Â Verizon on Friday said it is making progress in getting its cellular service back online for customers impacted by Superstorm Sandy, but the repair work may take a chunk out of its fourth-quarter earnings. Source: CNNMoney.com Date: Nov 02, 2012 Link:Â Â http://money.cnn.com/2012/11/02/technology/mobile/verizon-sandy/?source=cnn_bin Questions for Discussions: How can Verizon and others in the same industry… Read more »