Description: Despite calls from some investors to backtrack from the consumer business, Cisco has bought NDS Ltd., a software maker for set top boxes. Source: CNNMoney.com – video report Date: 03/15/2012 Link: http://money.cnn.com/video/markets/2012/03/15/mkts-bz-cisco-nds.cnnmoney/ Questions for discussion: Do you think this is a good move by Cisco? Do you think investors will be happy with the… Read more »
Posts Categorized: Industry Analysis
Traders react to Goldman quitter
Description: Greg Smith’s Op-Ed in the New York Times slamming Goldman Sachs has caused a media fallout but traders say they aren’t surprised. Source: Fortune.com – video report Date: 03/14/2012 Link: http://money.cnn.com/video/news/2012/03/14/n-traders-goldman-oped.cnnmoney/ Questions for discussion: Summarize the opinions reported. Do you agree with these views?
Brazil Faces New Oil-Boom Curse as the World’s Resource Engine
Description:  In 2007, Brazilian geologists made the biggest oil find in the Americas in three decades. Buried more than five miles below sea-level, the discovery was estimated to raise the country’s crude reserves by 62 percent. Source: Bloomberg.com Date: 03/13/2012 Link: http://www.bloomberg.com/news/2012-03-13/brazil-faces-new-oil-boom-curse-as-the-world-s-resource-engine.html Questions for discussion: Summarize the issues raised in the article about resource based… Read more »
Coffee Stocks Look Shaky
Description: Starbucks late Thursday launched a broadside at Green Mountain Coffee, announcing the development of its own single-cup brewing system, the heart of Green Mountain’s success. Green Mountain’s stock tumble is a cautionary sign, Jack Hough reports on Mean Street. Source: Marketwatch.com – video report Date: 03/09/2012 Link: http://www.marketwatch.com/video/asset/coffee-stocks-look-shaky/19D47C83-88D2-4332-AADA-23B838DAC9FD Questions for discussion: Explain the coffee… Read more »
Laszlo Birinyi moves against the current
Description: Birinyi is an unusual (and successful) brand of contrarian – and he’s feeling relatively bullish these days. Source: Fortune.com Date: 03/09/2012 Link: http://finance.fortune.cnn.com/2012/03/09/laszlo-birinyi-market-bull/?iid=SF_F_River Questions for discussion: Summarize the opinions presented by Laszlo Birinyi. Do you agree with his views?
End of Days for Independent Pharmacies?
Description:Â Â When patients arrive at Woods Pharmacy & Prescription in Mountain View, Ark., pharmacist Dana Woods greets them by name. In a town of 3,000, where Woods has owned the $2 million pharmacy and soda fountain for 26 years, he usually also knows their parents, their children, and their medications. Source:Â Businessweek.com Date: 03/08/2012 Link:Â … Read more »
Green Mountain falls as Starbucks takes on Keurig
Description:Â Â Shares in Green Mountain Coffee Roasters Inc (GMCR.O) tumbled 14 percent on Friday, on fears that it may lose its near monopoly in the U.S. single-cup coffee market after partner Starbucks Corp (SBUX.O) outlined plans to launch a rival coffee and espresso machine. Source:Â Reuters.com Date: 03/09/2012 Link:Â http://www.reuters.com/article/2012/03/09/us-greenmountaincoffeeroasters-shares-idUSBRE8280MF20120309 Questions for discussion: Why have… Read more »
How Twitter predicts the stock market
Description: If you think tweets are worthless, you’re wrong. A professor has developed a program that uses tweets to predict where markets are headed. Source: CNNMoney.com – video report Date: 02/21/2012 Link: http://money.cnn.com/video/markets/2012/02/20/mkts_twitter_markets.cnnmoney/ Questions for discussion: Describe the basis for the predictive model. Why do you think it makes sense to some analysts? How does… Read more »
Raining on Facebook’s IPO
Description: Fortune’s Allan Sloan says Facebook’s IPO is full of the same hypocrisy, hype and arrogance found in most Wall Street offerings. Source: CNNMoney.com – video report Date: 02/17/2012 Link: http://money.cnn.com/video/technology/2012/02/16/t_sloan_facebook_ipo.fortune/ Questions for discussion: Summarize the opinions presented by Allan Sloan. Do you agree with his views?
Loans based on your eBay and Amazon sales
Description: Online lender Kabbage offers advances to small business owners based on their success as online merchants. Source: CNNMoney.com – video report Date: 02/16/2012 Link: http://money.cnn.com/video/technology/2012/02/16/t-ts-kabbage-lending.cnnmoney/ Questions for discussion: Explain the reasons this sort of financial lending arrangement works for both sides? Is the risk any greater for Kabbage than for conventional bank lending? What… Read more »
