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

Description: Shares of Netflix tumbled after Morgan Stanley downgraded the stock due to fears of increased competition and that investors have unreasonably high expectations for subscriber gains.

Source: CNNMoney.com – video report

Date: Jan 07, 2014

Link: http://money.cnn.com/video/investing/2014/01/07/investing-the-buzz-netflix-streaming-house-of-cards-dvds-amazon-prime-hulu-hbo-go.cnnmoney/index.html

Questions for Discussions:

  • Summarize the reasons for the downgrade.
  • Do you think Netflix will remain overvalued like Amazon?

 

Posted by & filed under Uncategorized.

Description:  The retailer’s global e-commerce chief, Neil Ashe, sits down with Fortune’s Adam Lashinsky in Las Vegas to talk struggles and strategy.

Source:  Fortune.com – video report

Date: Jan 07, 2014

Link: http://tech.fortune.cnn.com/2014/01/07/at-walmart-moving-the-needle-on-e-commerce/?iid=SF_F_River

Questions for Discussions:

  • What does this report say about Wal-Mart’s ecommerce strategic thinking?
  • What are the financial issues facing the firm as it develops this area of activity?

 

CT: Company Analysis, Growth and eval, Market Analysis – Investing Strategies, Stocks

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

Description: As new-year pension money pours in, the stock market is screaming higher today. The true test will be when the very short-term oversold condition is relieved. In spite of today’s rally, the first three days have a major significance that investors should pay attention to.

Source: Marketwatch.com

Date: Jan 07, 2014

Link: http://www.marketwatch.com/story/four-charts-that-explain-the-2014-market-so-far-2014-01-07

Questions for Discussions:

  • Summarize the analysis presented by Nigam Arora.
  • Do you agree with his assessment of market conditions and projections?

 

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

Description: Apple (AAPL) offered one of its periodic check-ins on activity in the App Store Tuesday, and announced that its users spent $10 billion last year in the App Store, with $1 billion coming in December alone.

Source:  Businessweek.com

Date: Jan 07, 2014

Link: http://www.businessweek.com/articles/2014-01-07/apple-users-spent-10-billion-on-apps-in-2013

Questions for Discussions:

  • What is the financial significance of the information presented in this report?
  • Where does most of Apple’s revenue come from?
  • Do you think this report will influence investors in Apple stock?

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

Description:  JPMorgan Chase & Co will pay more than $2 billion of penalties to settle charges by U.S. federal authorities that it failed to report suspicious activity involving Bernard Madoff’s Ponzi scheme.

Source:  Reuters.com

Date: Jan 07, 2014

Link: http://in.reuters.com/article/2014/01/07/jpmorgan-madoff-deal-idINL2N0KH0ZP20140107

Questions for Discussions:

  • Summarize the illegal behaviors for which the bank is being fined.
  • Why do you think these actions went unreported?
  • Do you believe the fine suffices or should individuals have gone in jail?

 

Company Analysis, Industry Analysis, Management Issues, Governments & Regulators –

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

Description: It’s been a terrific year for stocks and investors are hoping 2013 goes out on a high note.

Source: CNNMoney.com – video report

Date: Dec 27, 2013

Link: http://money.cnn.com/video/investing/2013/12/20/investing-the-buzz-year-end.cnnmoney/

Questions for Discussions:

  • What is the prognosis for stocks for 2014, according to the report?
  • What is the basis for the predictions?

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

Description:  Helima Croft, Senior Geopolitical Strategist at Barclays, and Porter Bibb, Managing Partner of Corporate Finance at Mediatech Capital Partners, discuss bullish sentiment that is driving markets and the impact that may have on 2014. They speak on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg)

Source:  Bloomberg.com – video report

Date: Dec 27, 2013

Link: http://www.businessweek.com/videos/2013-12-27/investor-exuberance-at-record-highs#r=nav-f-video

Questions for Discussions:

  • What do these analysts have to say about investor attitude in the markets today?
  • Do you agree?

 

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

Description: Perhaps you don’t believe in magical elves, flying reindeer or the bull market, but there was no denying the reality of the Santa Claus rally in 2013. Stocks are set to end the year on a high note, but investors are nervous about what the new year will bring.

Source: Marketwatch.com

Date: Dec 29, 2013

Link: http://www.marketwatch.com/story/stocks-set-to-end-2013-on-a-high-note-2013-12-29

Questions for Discussions:

  • Explain the importance of a year-end rally going into 2014?
  • Why do you think the market is performing so well?

 

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

Description: Right now, merchants seem to accept Bitcoin for three main reasons: They want press coverage, they’re libertarian fellow travelers, or they’re selling drugs. Assuming that last one doesn’t apply to Overstock.com (OSTK), its announcement that it will begin accepting Bitcoin by mid-2014 seems to be some mix of the first two reasons. The online retailer, whose 2012 revenue totaled $1.1 billion, is the largest yet to jump on the Bitcoin bandwagon.

Source:  Businessweek.com

Date: Dec 27, 2013

Link:  http://www.businessweek.com/articles/2013-12-27/does-it-make-any-sense-for-overstock-dot-com-to-accept-bitcoin#r=hpt-fs

Questions for Discussions:

  • How would acceptance of alternative currencies change record keeping and reporting of financial information?
  • Is this a real risk for companies or an opportunity for growth?

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

Description:  (Reuters) – World stocks were ending 2013 close to six-year peaks on Tuesday and benchmark bond yields were poised for their first annual rise since 2009 as investors anticipated a further pick-up in global growth.

Source:  Reuters.com

Date: Dec 31, 2013

Link: http://www.reuters.com/article/2013/12/31/us-markets-global-idUSBRE96S00E20131231

Questions for Discussions:

  • Summarize the global view of markets and commodities.
  • What is your view of global markets going forward into 2014?