It’s Global Warming, Stupid

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: Yes, yes, it’s unsophisticated to blame any given storm on climate change. Men and women in white lab coats tell us—and they’re right—that many factors contribute to each severe weather episode. Climate deniers exploit scientific complexity to avoid any discussion at all. Source: Businessweek.com Date: Nov 01, 2012 Link:  http://www.businessweek.com/articles/2012-11-01/its-global-warming-stupid#r=hp-ls Questions for Discussions: What… Read more »

Expedia takes off

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

Description: Shares of the travel site are soaring after the company crushes earnings forecasts yet again, raising the bar for rivals Priceline and Orbitz. Source: CNNMoney.com – video report Date: Oct 26, 2012 Link: http://money.cnn.com/video/investing/2012/10/26/investing-expedia-priceline-orbitz.cnnmoney/ Questions for Discussions: Why do you suppose Expedia has performed better than other online competitors? How important is “brand” in… Read more »

Sparks Fly With Greg Smith Over Goldman Sachs Book

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Description: Bloomberg Television recaps the discussion between former Goldman Sachs employee Greg Smith and Bloomberg’s Stephanie Ruhle on his career at Goldman Sachs and the reasons why he wrote his book, “Why I Left Goldman Sachs.” He speaks on Bloomberg Television’s “Market Makers.” Source: Bloomberg.com – video report Date: Oct 25, 2012 Link: http://bloom.bg/SiOE6B#ooid=JhYTZjNjpkF3-sNmTXx_b4-fCePOVqwF Questions… Read more »

Citi Chairman Is Said to Have Planned Chief’s Exit Over Months

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Description:  Vikram Pandit’s last day at Citigroup swung from celebratory to devastating in a matter of minutes. Having fielded congratulatory e-mails about the earnings report in the morning that suggested the bank was finally on more solid ground, Mr. Pandit strode into the office of the chairman at day’s end on Oct. 15 for what… Read more »

A Bank CEO Thrives Far From Wall Street

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Description: Can Wall Street can still be home to a successful, long-serving, largely noncontroversial chief executive officer? An UnBlankfein? Or AntiPandit? Source: Businessweek.com Date: Oct 26, 2012 Link:  http://www.businessweek.com/articles/2012-10-26/a-bank-ceo-thrives-far-from-wall-street#r=hp-lst Questions for Discussions: What does this report say about the banking industry, leadership, and financial performance?  

Wall Street Week Ahead: Investors face earnings blitz with dread

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Description:  U.S. earnings started the quarter on the wrong foot, and things have only gotten worse. Source: Reuters.com Date: Oct 19, 2012 Link:  http://www.reuters.com/article/2012/10/20/us-usa-stocks-weekahead-idUSBRE89J00620121020 Questions for Discussions: Summarize the concerns over earnings being reported. How should investors interpret these reports? What will the affect be on stock prices, in your opinion? How will the markets… Read more »

ICICI Bank CEO Says India Credit Boom Intact

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Description: The head of India’s’largest private bank says her country’s’demographics and consumer-driven growth model will buoy lending despite troubles abroad. Source: Moneywatch.com – video report Date: Oct 12, 2012 Link: http://on.wsj.com/SWln47 Questions for Discussions: What does this report have to say about ICICI Bank and the banking sector in India? What does the growth rate… Read more »

Sprint Says It Is in Negotiations With Softbank of Japan

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Description:  Sprint Nextel confirmed on Thursday that it was in talks with Softbank of Japan over a “potential substantial investment.” A deal would give the struggling American cellphone service provider a deep-pocketed backer to help finance its turnaround effort. Source: NYTimes.com Date: Oct 11, 2012 Link:  http://dealbook.nytimes.com/2012/10/11/softbank-of-japan-said-to-near-a-deal-for-control-of-sprint/ Questions for Discussions: Explain the reasons for the… Read more »

El-Erian: Five global risks to grasp

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

Description:  Pimco CEO Mohamed El-Erian talks fiscal cliff, European crisis, China slowdown and more. Source: CNNMoney.com – video report Date: Oct 04, 2012 Link: http://money.cnn.com/video/magazines/fortune/2012/10/04/f-el-erian-pimco-ceo-global-risks.fortune/ Questions for Discussions: Summarize the risks presented by El-Erian in this report. How great is each risk in terms of affecting economic activity in general and some specific industries, in… Read more »

Cody Willard: Why I’m Dumping Zynga Shares

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Description: Zynga shares tumbled today after the company forecast a third quarter net loss and lowered it’s financial outlook. MarketWatch’s Cody Willard on The News Hub explains why he’d giving up on the company and dumping its shares. Photo: Getty Images. Source: Moneywatch.com – video report Date: Oct 05, 2012 Link: http://on.wsj.com/SzAuQV Questions for Discussions:… Read more »