Description:  Best Buy Co Chief Executive Brian Dunn has left the world’s largest consumer electronics chain, which has struggled against stepped-up competition from internet retailers and discounters. Source: Reuters.com Date: 04/10/2012 Link: http://www.reuters.com/article/2012/04/10/bestbuy-idUSL2E8FA3ZK20120410 Questions for discussion: Is there a solution to this shopping trend working against Best Buy? Would a merger or acquisition make sense at… Read more »
Posts Categorized: Industry Analysis
Instagram’s Systrom Builds $1 Billion Application in Two Years
Description:Â Â Silicon Valley is one of the few places where a 27-year-old Web entrepreneur can parlay a photo-sharing application with no known source of revenue into $1 billion — in two years. Source:Â Bloomberg.com Date: 04/10/2012 Link:Â http://www.bloomberg.com/news/2012-04-10/instagram-s-systrom-builds-1-billion-application-in-two-years.html Questions for discussion: Do you think the background experience of these two entrepreneurs had anything to do… Read more »
Risk is back on Wall Street!
Description:Â Wall Street is notorious for its short memory. Four new signs that risk has returned to the financial sector may make you wonder if the crisis ever happened. Â Source:Â Fortune.com Date: 04/12/2012 Link:Â http://finance.fortune.cnn.com/2012/04/12/wall-street-risk/?iid=SF_F_River Questions for discussion: Summary the highlights presented in this report. Do you agree with these opinions?
Bank stocks: Hot sector or future losers?
Description: Big bank stocks rallied in early 2012. Will investors continue to support them, or will uncertain regulations kill the rally? Source: CNNMoney.com – video report Date: 03/30/2012 Link: http://money.cnn.com/video/markets/2012/03/29/mkts_panel_banks.cnnmoney/ Questions for discussion: Summarize the highlights of the arguments presented in this report. Why have banks rallied? Do you believe there is more to come?
Annie’s IPO rakes in the cheddar
Description: Organic food company Annie’s makes its public debut and investors are salivating. But there are other organic options for the IPO averse. Source: CNNMoney.com – video report Date: 03/28/2012 Link: http://money.cnn.com/video/markets/2012/03/28/mkts-bz-annies-ipo.cnnmoney/ Questions for discussion: Do you think Annie’s represents too narrow a focus in this industry group? What are the risks for the group,… Read more »
Video: Analyst calls RIM results a ‘disaster’
Description: BNN speaks to Peter Misek, Analyst, Jefferies. Source: BNN.ca – video report Date: 03/30/2012 Link: http://www.theglobeandmail.com/report-on-business/video/video-analyst-calls-rim-results-a-disaster/article2386846/ Questions for discussion: Summarize the managerial and financial aspects in this report. Do you think RIM stockholders can recover? What strategy would you recommend to management?
IPOs Suffer Slow Start as Facebook Readies Sale
Description:Â Â In a year heralding the landmark initial public offering of Facebook Inc. (FB), share sales got off to a slow start. Source:Â Bloomberg.com Date: 03/30/2012 Link:Â http://www.bloomberg.com/news/2012-03-30/ipos-suffer-slow-start-as-facebook-readies-sale-to-spur-rebound.html Questions for discussion: Summarize the highlights presented in this article. Do you agree with the analysis? Where do you see the IPO market headed this year?
Hunger Games tip odds in Lionsgate’s favor
Description: t’s complete ‘Panemonium’ for investors and fans alike as moviegoers queue up for The Hunger Games and shares of Lionsgate soar. Source: CNNMoney.com – video report Date: 03/23/2012 Link: http://money.cnn.com/video/markets/2012/03/23/mkts-bz-hunger-games.cnnmoney/ Questions for discussion: Explain how you would evaluate the affect a blockbuster film would have on a company like Lionsgate. How would you estimate… Read more »
The end of the bond bubble?
Description: With the yields on 10-year Treasuries — considered a risk-free asset by the market — moving sharply higher since the beginning of the year, many investors are beginning to ask: Is this the end of what has been a 30-year bull run for bonds? The improving U.S. economy and an easing debt crisis in… Read more »
US Airways Said to Brief AMR Creditors on Takeover Plan
Description:Â Â US Airways Group Inc. (LCC), seeking support for a possible American Airlines (AAMRQ)merger, is discussing a takeover plan with some creditors of the bankrupt carrier and their advisers, people with knowledge of the talks said. Source:Â Bloomberg.com Date: 03/23/2012 Link:Â http://www.bloomberg.com/news/2012-03-23/us-airways-said-to-brief-amr-creditors-on-takeover-plan.html Questions for discussion: Summarize the thinking presented in the article related to the… Read more »
