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

Description: With the economy still sluggish, don’t get too excited about the record high stock market.

Source: CNNMoney.com – video report

Date: Nov 15, 2013

Link: http://money.cnn.com/video/investing/2013/11/15/investing-dow-record-16000-who-cares.cnnmoney/index.html

Questions for Discussions:

  • What is the Dow?
  • Does its rise or fall relate to how well the economy is performing?
  • What is the explanation for the recent surge?

Posted by & filed under Company Analysis, Financial analysis.

Description: Chegg started as a hard-copy textbook rental website but has since grown to support students with more materials and digital resources. The CEO discusses the company’s strategy after its IPO.

Source: CNNMoney.com – video report

Date: Nov 11, 2013

Link: http://money.cnn.com/video/investing/2013/11/13/investing-chegg-ceo-ipo-textbook-online-rental-education.cnnmoney/index.html

Questions for Discussions:

  • How is the firm contributing to change in the education market?
  • How does the new business model change cash flow for publishers?
  • Is the firm likely to disrupt the industry?
  • How can investors expect existing publishers to respond to developments?

Posted by & filed under Financial Planning, Growth & Valuation.

Description: Fidelity polled people who make less than $150,00 a year but still saved up a million. Here’s what they found.

Source: CNNMoney.com – video report

Date: Nov 15, 2013

Link: http://money.cnn.com/video/pf/2013/11/15/pf-401k-millionaire-savings-retirement.cnnmoney/index.html

Questions for Discussions:

  • What is the formula for successful long-term investing?
  • What strategies would you add to this list of suggestions?

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

Description: There’s a saying among skiers and snowboarders: “Go big or go home.” Intrawest Resorts, a giant in the skiing business, has chosen the former.

Source: BusinessWeek.com

Date: Nov 15, 2013

Link: http://www.businessweek.com/articles/2013-11-15/intrawests-ski-business-goes-downhill-toward-ipo#r=hpt-ls

Questions for Discussions:

  • What are the risks to owners of stock in this business?
  • How does snowfall determine revenues?
  • How would you set the valuation of the stock?

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

Description: Asset bubbles are funny things. You’re not sure something is in a bubble until it pops. Ever since investors first bid up the price of tulip bulbs to ridiculous levels back in the early 1600s, one thing many economists seem to agree on is that pre-popped bubbles defy formal identification. This past year Princeton economist Paul Krugman said there’s no standard definition for them. Last week, Columbia University economist Guillermo Calvo said at a San Francisco Fed conference that we still don’t have a theory about them. “Irrational Exuberance” author and Yale economist Robert Shiller, who recently said stock prices are high but not at alarming levels, called market bubbles a form of “social mental illness.” While we may not have an academic definition of bubbles, investors certainly have fresh memories of getting burned by the U.S. housing bubble in 2006 and the dot.com bubble in 1999. With this in mind, MarketWatch looked at 10 assets that are showing that sort of frothiness that could indicate a bubble in the making.

Source: MarketWatch.com

Date: Nov 15, 2013

Link: http://www.marketwatch.com/story/235d09f2-4e32-11e3-9408-00212803fad6/stitch?storyguid=d33450e2-488d-11e3-9306-00212803fad6&siteid=nwtwk

Questions for Discussions:

  • Do you agree with the assessments presented in this report?
  • Which one is the most worthy of concern?

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

Description: One Wall Street analyst on the floor of the NYSE thinks Twitter could have revenues of $2 billion by 2015.

Source: CNNMoney.com – video report

Date: Nov 07, 2013

Link: http://money.cnn.com/video/investing/2013/11/07/investing-twitter-ipo-nyse.cnnmoney/index.html

Questions for Discussions:

  • Explain the behavior of investors rushing to get in on the IPO of Twitter.
  • What is the basis of the price speculation at this time?
  • Do you think Twitter is anther Facebook or Google success story waiting to happen?

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

Description: Investors are no longer wondering if BlackBerry Ltd. (BBRY) will run out of cash. For some, it’s now a question of when.

Source: Bloomberg.com – video report

Date: Nov 05, 2013

Link: http://bloom.bg/1iJ4iT1

Questions for Discussions:

  • Do you think John Chen can successfully turn the firm around?
  • Are the concerns over cash flow justified at this time?
  • Would you invest in the company?

Posted by & filed under Company Analysis, Financial analysis, Market Analysis.

Description: Commentary: IPO was designed for opening-day pop, but just wait

Source: MarketWatch.com

Date: Nov 08, 2013

Link: http://www.marketwatch.com/story/04871c4c-48ac-11e3-adc2-00212803fad6/stitch?storyguid=f8424e86-4881-11e3-adc2-00212803fad6&siteid=nwtwk

Questions for Discussions:

  • Summarize the arguments against buying IPO stock.
  • Do you agree with this assessment?
  • Why do you suppose investors are readily drawn into them?

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

Description: The four most dangerous words in investing are said to be “It’s different this time.” Someone uses them at the peak of every bubble to justify ignoring lessons of the past.

Source: Fool.com

Date: Nov 04, 2013

Link: http://www.fool.com/investing/general/2013/11/04/sometimes-things-really-are-different-this-time.aspx?source=isesitlnk0000001&mrr=0.33

Questions for Discussions:

  • Explain the arguments presented in this report.
  • Do you agree with the interpretations?
  • How are these factors related to fundamental analysis of investments?

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

Description: But tech companies like Facebook and LinkedIn have values that are far more optimistic than warranted

Source: MontrealGazette.com

Date: Nov 05, 2013

Link: http://www.montrealgazette.com/business/money/François+Rochon+banks+look+undervalued+based+earnings/9123864/story.html

Questions for Discussions:

  • Summarize the analysis of stocks and indexes in this report?
  • Do you agree with the assessments and recommendations?