Google’s growth problem

Posted by & filed under Company Analysis, Management Issues.

Description: Google’s stock fell as earnings missed estimates and investors fear that new CEO Larry Page isn’t doing enough to keep up with Facebook. Source: CNNMoney.com – video report Date: 04/15/2011 Link: http://money.cnn.com/video/markets/2011/04/15/mkts_google_0415.cnnmoney/ Questions for discussion: Summarize the reasons presented for Google’s drop in price? How much do you think this is due to the… Read more »

Crunch time for RIM

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Description: Jim Balsillie would like the world to think he has more than a few tricks left up his sleeve. Whether Research In Motion Ltd.’s co-chief executive does is the question analysts are struggling to answer. Source:  FinancialPost.com Date: 03/26/2011 Link:  http://business.financialpost.com/2011/03/26/crunch-time-for-rim/ Questions for discussion: Summarize the analysis presented for RIM and Apple. Why have… Read more »

GM keeps churning with big CFO shift

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Description:  The Microsoft guy who brought his much-needed financial chops to General Motors Co. when the Detroit auto maker needed them the most is on his way out after just a year on the job. Source: Marketwatch.com Date: 03/11/2011 Link: http://www.marketwatch.com/story/gm-cfo-calls-it-quits-investors-wince-2011-03-10?siteid=nwtwk Questions for discussion:   Why do you think investors responded as they did? Do you… Read more »

Buffett Says Pricing Power Beats Good Management When Evaluating Companies

Posted by & filed under Management Issues.

Description:  Warren Buffett, the billionaire chief executive officer of Berkshire Hathaway Inc., said he rates businesses on their ability to raise prices and sometimes doesn’t even consider the people in charge. Source: Bloomberg.com Date: 02/18/2011 Link: http://www.bloomberg.com/news/2011-02-18/buffett-says-pricing-power-more-important-than-good-management.html Questions for discussion:   What does Warren Buffet have to say about the importance of management and the ability… Read more »

Stock-Hedging Lets Bankers Skirt Efforts to Overhaul Pay

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

Description:   Intent on fixing a banking system that contributed heavily to the recent financial crisis, lawmakers and regulators pushed Wall Street to overhaul its pay practices. Big banks responded by shifting more compensation into stock, a move intended to align employees’ interests more closely with those of investors and discourage excessive risk-taking. Source:  NYTimes.com  … Read more »

Hub Extra: How Nervous Should Apple Investors Be?

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Description: With many questions unanswered about Steve Jobs’ medical leave of absence, Wall Street Journal ‘ROI’ columnist Brett Arends says the news is ominous for investors. Source:  Marketwatch.com – video report Date: 01/17/2011 Link:  http://www.marketwatch.com/video/asset/hub-extra-how-nervous-should-apple-investors-be/BFCF78EB-4250-4572-83E5-62975923A6E3 Questions for discussion: Summarize the opinions made about the importance of Steve Jobs to the success of Apple. Do you… Read more »

Why the Private Sector Still Isn’t Hiring

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Description: CEOs don’t want to increase employment until they know the recovery is real—and it won’t be until they hire. Source: Businessweek.com Date: 01/13/2011 Link: http://www.businessweek.com/magazine/content/11_04/b4212022530815.htm Questions for discussion: Summarize the reasons for the reluctance of businesses to hire more employees? How does this decision affect cash flow and budgets? How does this decision affect… Read more »

Apple’s Overture to Blackstone CFO May Presage Deals

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Description: Apple Inc.’s approach to Blackstone Group LP Chief Financial Officer Laurence Tosi about becoming finance chief may be a sign Steve Jobs is ready to pick up the dealmaking pace. Source: Businessweek.com Date: 01/07/2011 Link: http://www.businessweek.com/news/2011-01-07/apple-s-overture-to-blackstone-cfo-may-presage-deals.html Questions for discussion: Summarize the reasons Apple is expected to go looking for acquisitions. Do you think Tosi… Read more »

Madoff victims could soon get billions

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Description:  Madoff victims might finally get their hands on their stolen billions. The court-appointed trustee trying to recover Madoff’s loot has brought dozens of lawsuits but so far hasn’t been able to compensate victims. That might soon change. A court hearing is set for Jan. 13 that could unlock more than one-third of the $20… Read more »

World bankers brace for 7 percent drop in bonuses: Reuters poll

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Description:  From Wall Street to the City of London to Hong Kong’s Central District, bankers are bracing for bonuses to be down 7 percent on average from a year ago, and higher salaries will only partially cushion the hit, a Reuters/IFR global poll shows. Source:  Reuters.com Date: 12/21/2010 Link:  http://www.reuters.com/article/idUSTRE6BK66Z20101221 Questions for discussion: Summarize the… Read more »