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

Description: MasterCard surged after announcing a stock split that will make shares more affordable to average investors. Should Apple and Priceline follow MasterCard’s lead?

Source: CNNMoney.com – video report

Date: Dec 11, 2013

Link: http://money.cnn.com/video/investing/2013/12/11/investing-the-buzz-mastercard-stock-split-google-priceline-apple.cnnmoney/index.html

Questions for Discussions:

  • How much impact do you think a ten for one stock split will have on the stock price and activity?
  • Do you think the other firms mention will follow the same stratey?

 

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

Description:   Twitter is off to a much better start as a public company than Facebook was in 2012. But Twitter still has to find a way to be profitable if it really wants to compete with Facebook.

Source:  CNNMoney.com – video report

Date: Dec 11, 2013

Link: http://money.cnn.com/video/investing/2013/12/10/investing-the-buzz-twitter-facebook-ipo.cnnmoney/index.html

Questions for Discussions:

  • Compare Facebook and Twitter stock and financial histories.
  • Do you believe Twitter is a good momentum buy?

 

 

Posted by & filed under Growth & Valuation, Management Issues.

Description: U.S. regulators made a few identifiable changes to the Volcker rule they approved yesterday after two years of lobbying and negotiation. One is the addition of the word “identifiable.”

Source: Bloomberg.com – video report

Date: Dec 10, 2013

Link: http://www.bloomberg.com/news/2013-12-11/volcker-rule-got-tougher-on-hedges-softer-on-trader-pay.html

Questions for Discussions:

  • Explain the Volker Rule.
  • What impact do you think it will have?

 

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

Description: Dan Akerson, the chairman and chief executive officer of General Motors (GM), arrives at the company’s Technical Center on Nov. 13 to address about 1,000 engineers and designers.

Source:  Businessweek.com

Date: Dec 11, 2013

Link:  http://www.businessweek.com/articles/2013-12-12/exclusive-the-inside-story-of-gms-comeback-and-mary-barras-rise

Questions for Discussions:

  • How was GM saved?
  • Is the current financial structure sound?
  • Does the firm have the top management that investors will “like”?

Posted by & filed under Company Analysis, Management Issues.

Description:  ADVERTISING, journalism and technology continue to converge. The latest example: Vice Media’s acquisition of Carrot Creative, a digital agency that creates apps, websites and games for media companies and brands.

Source:  NYTimes.com

Date: Dec 10, 2013

Link: http://www.nytimes.com/2013/12/11/business/media/vice-media-buys-a-tech-company-to-experiment-with-content-distribution.html?hpw&rref=technology&_r=0

Questions for Discussions:

  • Does this merger makes sense in your opinion?
  • What is the direction Vice seems to be heading with respect to online content development and advertising?
  • Do you think this is the future of media?
  • Do you think this revenue stream can “replace” lost adverting streams in media?

 

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

Description: The jobs report was strong and the markets are celebrating. Sure, the Fed may taper sooner rather than later. But that’s not a bad thing as long as the economy is improving.

Source: CNNMoney.com – video report

Date: Dec 07, 2013

Link: http://money.cnn.com/video/investing/2013/12/06/investing-the-buzz-taper-fed-markets-bernanke-quantitative-easing-jobs-economy.cnnmoney/index.html

Questions for Discussions:

  • Why did the stock market rally?
  • How do you think markets will react as the Fed reduces buying bonds?

Posted by & filed under Company Analysis, Financial analysis.

Description: Apple is in the green for 2013 and shares are nearing $600 thanks to a reported China Mobile deal. But to get above its all-time high, Apple must innovate.

Source: CNNMoney.com – video report

Date: Dec 05, 2013

Link: http://money.cnn.com/video/investing/2013/12/05/investing-buzz-apple-stock-china-mobile-deal.cnnmoney/index.html  

Questions for Discussions:

  • What are the arguments for expectations of higher stock highs for Apple?
  • Do you think investors’ bids are based on any real news on the company’s future?

Posted by & filed under Company Analysis, Financial analysis.

Description: The outlook for Apple Inc. getting a deal with China Mobile and more investment from institutional investors were reasons that UBS analyst Steven Milunovich gave for raising his rating on the iPhone maker on Tuesday.

Source: MarketWatch.com

Date: Dec 06, 2013

Link: http://www.marketwatch.com/story/32674e58-5ea9-11e3-a001-00212803fad6/stitch?storyguid=8cdcc336-5c29-11e3-aa1f-00212803fad6&siteid=nwtwk

Questions for Discussions:

  • What is the basis for Steven Milunovich’s predictions of improving financials at Apple in 2014?
  • Do you agree with his assessment?
  • How would you expect investors to respond to the recent trend in Apple share price?

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

Description: After years of frustrating fits and starts in the wake of the financial crisis and the Great Recession, the United States economy finally appears to be generating jobs at a healthier, more sustainable pace that many analysts now think will continue into 2014. The official unemployment rate fell in November to its lowest level since 2008.

Source: NYTimes.com

Date: Dec 05, 2013

Link: http://www.nytimes.com/2013/12/07/business/economy/us-economy-adds-203000-jobs-as-unemployment-falls-to-5-year-low.html?ref=business

Questions for Discussions:

  • What does the article say about the jobs report, economic activity, and changes at the Fed?
  • How do you think the Fed will react to an improving economy and how will this all play out in the markets?

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

Description: If you’re a cable TV subscriber who grumbles about paying for dozens of channels your family never watches, a media analyst has a message: That cable bundle carries all sorts of unseen benefits.

Source: BusinessWeek.com

Date: Dec 06, 2013

Link: http://www.businessweek.com/articles/2013-12-06/the-ugly-numbers-behind-unbundled-cable-tv#r=hpt-ls

Questions for Discussions:

  • Explain the arguments presented for and against bundling with respect to the financial structures for cable company distributors and the individual cable TV station.
  • How would a general shift to unbundled service affect the cash flows of companies involved?
  • Should governments be involved from a regulatory point of view?