Profits aren’t the only consideration for newspapers

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

Description: It might make sense for some newspapers in some cities to quickly switch to digital. It doesn’t make sense in New Orleans. Source: Fortune.com Date: Jun 07, 2012 Link: http://tech.fortune.cnn.com/2012/06/07/profits-arent-the-only-consideration-for-newspapers/?iid=SF_F_River Questions for Discussions: Describe the financial scenario facing the newspaper business. What steps would you advise financial managers of these businesses take?  

GM plant closing in Oshawa ‘absolutely sickening’

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

Description: Employment at General Motors of Canada Ltd., once the biggest employer by far in the auto sector in Canada with more than 40,000 workers, will fall to about one-fifth that number by next June when it ceases production on one of two assembly lines at its Oshawa, Ont., plant. Source: GlobeandMail.com Date: June 01,… Read more »

Short-Sellers Find Friends in Banks

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

Description: As Facebook’s underwriters were frantically trying to shore up Facebook’s share price following the company’s IPO, managers at the same firms were helping short-sellers bet that the newly minted stock would fall. Jonathan Cheng has details on digits. Source: Marketwatch.com – video report Date: May 25, 2012 Link: http://www.marketwatch.com/video/asset/short-sellers-find-friends-in-banks/7960CBE8-4D5A-49EF-9739-A678CB652384 Questions for Discussion: Summarize the… Read more »

Facebook’s stock should trade for $13.80

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Description: Commentary: Here’s a fair-price calculation for Facebook Source: Marketwatch.com Date: May 25, 2012 Link: http://www.marketwatch.com/story/facebooks-stock-should-trade-for-1380-2012-05-25 Questions for Discussions: What is the basis for the calculations? Do you think the approach is sound? What do you think Facebook is worth?  

Facebook IPO Seen Deepening Investor Distrust Of Stocks

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

Description: Facebook Inc. (FB)’s initial public offering, plagued by trading errors and a 16 percent drop in the share price, will push more individual investors out of a stock market they already distrust after the financial crisis. Source: Bloomberg.com Date: May 26, 2012 Link: http://www.bloomberg.com/news/2012-05-25/facebook-ipo-fallout-deepens-investor-distrust-of-stocks.html Questions for Discussions: What does this report say about investors’… Read more »

Facebook debut sets pace for tech IPOs to come

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Description: With Facebook Inc. FB +0.61%  finally going public, the market’s attention next turns to whether the social-networking sensation will lead the way for another wave of tech firms to cash in on the IPO market Source: Marketwatch.com Date: May 18, 2012 Link: http://www.marketwatch.com/story/facebook-debut-sets-pace-for-tech-ipos-to-come-2012-05-18 Questions for Discussions: How is the Facebook IPO experience expected to… Read more »

Fishing Industry Aids Iceland’s Recovery

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Description: Three years after a spectacular financial collapse, Iceland is coming back, largely on the strength of its strong exports. Video and reporting by Charles Forelle from the island of Vestmannaeyjar. Source: Marketwatch.com – video report Date: May 18, 2012 Link: http://www.marketwatch.com/video/asset/fishing-industry-aids-iceland-recovery/E1ED2AC5-D98B-4760-844E-67F8BA64A136 Questions for Discussion: What does this report have to say about economic recovery… Read more »

Mayo: Banks too big to regulate

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Description: After news of JPMorgan’s multi-billion dollar loss, Mike Mayo reaffirms his stance that incentives are misaligned at big banks. Source: CNNMoney.com – video report Date: May 11, 2012 Link: http://money.cnn.com/video/news/2012/05/11/n-mayo-jpmorgan-banks.cnnmoney/ Questions for Discussion: Summarize the opinions expressed by Mike Mayo. Do you agree with his assessment, particularly about risk? What would you advise regulators?… Read more »

Canadians Dominate World’s 10 Strongest Banks

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Description: Banks from Citigroup Inc. (C) in the U.S. to BNP Paribas SA (BNP) in France are racing to shed assets and raise money ahead of new global capital rules that start taking effect in 2015. For Canadian lenders, these moves have created the opportunity to go on a shopping spree. Source: Bloomberg.com Date: May… Read more »

Mutual Funds Confront Not-Quite-as-Dumb Money

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

Description: It used to be easy—and I mean Uncle Pennybags-laughing-to-the-bank easy—to be a mutual fund. During the heyday of the cult of equity, investors would dutifully chase returns at Fidelity, Janus Capital (JNS), Munder NetNet, or whatever was the performance flavor of the year. Source: Businessweek.com Date: May 03, 2012 Link: http://www.businessweek.com/articles/2012-05-03/mutual-funds-confront-not-quite-as-dumb-money Questions for Discussions:… Read more »