Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description: It’s going to take a little bit more than Ebola, eurozone pessimism and a rising U.S. dollar to turn David Rosenberg into a bear.

Source: Marketwatch.com

Date: Oct 24, 2014

Link: http://www.marketwatch.com/story/why-one-economist-says-no-recession-until-at-least-2016-2014-10-24

Questions for Discussions:

  • What are the arguments presented for the prediction?
  • Do you agree?
  • What event might cause this scenario to change?

Posted by & filed under Growth & Valuation, Market Analysis.

Description: The recent market plunge has created a great buying opportunity for investors looking for quality stocks. Several auto, energy, tech and retail firms look attractive.

Source: CNNMoney.com – video report

Date: Oct 16, 2014

Link: http://money.cnn.com/video/investing/2014/10/16/time-to-bargain-shop-for-stocks.cnnmoney/

Questions for Discussions:

  • Is it a good time to buy if you are a trader or  investor?
  • Why or why not?

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

Description: All the money news that matters to you this week: Stocks drop, then recover — why that’s a good thing, plus the cheapest gas in years is coming to your corner and why Facebook and Apple are reportedly paying for employees to freeze their eggs.

Source: CNNMoney.com

Date: Oct 17, 2014

Link: http://money.cnn.com/video/news/2014/10/17/cnnmoney-recap-october-18.cnnmoney/

Questions for Discussions:

  • Summarize the opinions presented in this report.
  • What do you think is happening to markets and what would you advise investors?

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

Description: Morgan Stanley, at the end of a week that was buffeted by market tumult, reported third-quarter results on Friday that glided past Wall Street’s expectations.

Source: NYTimes.com

Date: Oct 17, 2014

Link: http://dealbook.nytimes.com/2014/10/17/morgan-stanleys-profit-surges-in-quarter/?_php=true&_type=blogs&ref=business&_r=0

Questions for Discussions:

  • What does the report say about Morgan Stanley and how it made its money?
  • What does this suggest about M&A activity in general?

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

Description: The government worries mainly about “horizontal” mergers in which one company buys another that does the same thing. But there’s also risk in vertical combinations.

Source: Businessweek.com

Date: Oct 13, 2014

Link: http://www.businessweek.com/articles/2014-10-13/this-nobel-economist-analyzes-competition#r=nav-f-story

Questions for Discussions:

  • What does Jean Tirole say about mergers?
  • How should investors use this information to guide their investment thinking?

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

Description: General Motors Co. (GM) was hit with its biggest lawsuit so far over serial recalls, brought on behalf of drivers of 27 million vehicles seeking more than $10 billion in compensation for fallen car prices.

Source: Bloomberg.com

Date: Oct 15, 2014

Link: http://www.bloomberg.com/news/2014-10-15/gm-sued-for-10-billion-over-losses-on-27-million-cars.html

Questions for Discussions:

  • What are the issues in this report related to financial planning?
  • How should management plan for these items going forward?
  • How should investors interpret this information with respect to the quality of GM’s management and stock market value?

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

Description: HP is following eBay’s lead and is breaking up into two companies. There has been a wave of spin-offs this year. Expect more to come.

Source: CNNMoney.com – video report

Date: Oct 06, 2014

Link: http://money.cnn.com/video/investing/2014/10/06/corporate-breakups-on-the-rise-hp-spinoff.cnnmoney/

Questions for Discussions:

  • What is driving corporate splits?
  • How have the corporate splits cited in the report performed afterwards?
  • Can you suggest other corporations that might follow this strategy?

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

Description: Shares of the home carbonation machine maker sunk 21% to an all-time trading low Tuesday after the company released poor preliminary results for the third quarter.

Source: CNNMoney.com

Date: Oct 07, 2014

Link: http://money.cnn.com/2014/10/07/investing/sodastream-earnings-warnings/index.html?iid=HP_LN

Questions for Discussions:

  • Summarize the financial performance of the company from an investor’s point of view.
  • What has happened?
  • Do you think the firm can restart growth and recover stock value for investors?

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

Description: And then Meg Whitman cut the baby in two. After spending years debating the merits of operating as separate companies, Hewlett-Packard (HPQ) on Monday announced its plans to divide.

Source: Businessweek.com

Date: Oct 06, 2014

Link: http://www.businessweek.com/articles/2014-10-06/hewlett-packard-to-split-into-two-companies#r=hpt-fs

Questions for Discussions:

  • Summarize the reasons provided for splitting the company into two separate firms?
  • Do you think it was a wise decision, from an investor’s point of view?

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

Description: Companies in the Standard & Poor’s 500 Index really love their shareholders. Maybe too much.

Source: Bloomberg.com

Date: Oct 06, 2014

Link: http://www.bloomberg.com/news/2014-10-06/s-p-500-companies-spend-almost-all-profits-on-buybacks-payouts.html

Questions for Discussions:

  • What does the report say about corporate use of funds?
  • Why is this a concern longer term?