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

Description: News of Microsoft CEO Steve Ballmer’s retirement sent shares surging. Wall Street has criticized Ballmer for not moving into mobile quickly enough.

Source: CNNMoney.com – video report

Date: August 23, 2013

Link: http://money.cnn.com/video/investing/2013/08/23/investing-the-buzz-microsoft-steve-ballmer.cnnmoney/index.html  

Questions for Discussions:

  • Why did Microsoft stock jump on the news that Steve Ballmer was going to retire?
  • Why have investors been disappointed with management decision-making?
  • What should Microsoft look for in a new CEO?

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

Description: Hewlett-Packard is the top Dow stock in 2013 after being a dog the past three years. Investors love Meg Whitman’s turnaround strategy. Can the comeback continue?

Source: CNNMoney.com – video report

Date: August 21, 2013

Link: http://money.cnn.com/video/investing/2013/08/21/investing-the-buzz-hewlett-packard.cnnmoney/index.html

Questions for Discussions:

  • Why has HP stock value turned around?
  • What are investors expecting from the long term?

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

Description: Earlier this month, Pedro Muñoz told customers that his restaurant, Luz, would no longer use popular online food-delivery service Seamless because the site took a 14 percent commission and waited too long—more than a month, a lifetime in the overhead-heavy restaurant business—to give Luz its cut.

Source: Businessweek.com

Date: August 23, 2013

Link: http://www.businessweek.com/articles/2013-08-23/without-seamless-fewer-customers-and-higher-margins#r=hp-ls

Questions for Discussions:

  • What are the cost issues related to using Seamless?
  • Is the service worth the cost?
  • What are some ways to mitigate the costs of online ordering?

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

Description: FOR more than a decade, investors loved emerging markets. Now many seem to fear them.

Source: NYTimes.com

Date: August 23, 2013

Link: http://www.nytimes.com/2013/08/24/business/economy/a-surprising-reversal-for-emerging-stock-markets.html?ref=business

Questions for Discussions:

  • Summarize the analysis presented in the report.
  • How should investors be expected to behave over the next year?

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

Description: If ever you needed another reason not to invest in your company’s stock inside your 401(k), this would be it.

Source: Marketwatch.com

Date: August 24, 2013

Link: http://www.marketwatch.com/story/dont-invest-in-your-companys-stock-2013-08-24

Questions for Discussions:

  • What does this report say about investing in companies with 401(k) plans?
  • What is the explanation for the stock performance?
  • What are the benefits to employees and the companies?

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

Description: Citadel’s Jamil Nazarali and former high speed trader David Lauer weigh the pros and cons of computerized stock trading for investors and society.

Source: CNNMoney.com – video report

Date: August 14, 2013

Link: http://money.cnn.com/video/investing/2013/08/14/investing-high-speed-trading-good-or-bad.cnnmoney/index.html

Questions for Discussions:

  • What does this report say about high speed trading?
  • What do you think regulators’ roles should be in this area?

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

Description: Ashton Kutcher is more entrenched in the tech world than simply playing the role of Steve Jobs. He actually throws around big dollars investing in some of the hottest startups.

Source: CNNMoney.com – video report

Date: August 16, 2013

Link: http://money.cnn.com/video/technology/2013/08/16/t-ashton-kutcher-business-steve-jobs.cnnmoney/index.html

Questions for Discussions:

  • Is Ashton Kutcher a typical venture capitalist?
  • Why do you suppose Ashton Kutcher has been so successful as an investor?
  • Do you think his “name” association with a firm can influence the stock value?

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

Description: Those Apple guys must be idiots. That’s what Carl Icahn says, having bought up more than $1 billion of its shares with the sole objective of having management do the same. With more than $146 billion of cash in Apple’s (AAPL)pocket, using it to buy back shares is a “no-brainer,” Icahn told CNBC.

Source: Businessweek.com

Date: August 14, 2013

Link: http://www.businessweek.com/articles/2013-08-14/carl-icahn-says-an-apple-buyback-is-a-no-brainer-dot-or-is-it#r=nav-fst

Questions for Discussions:

  • Why do investors like company buy-backs?
  • Is Icahn right in his arguments?
  • Would you be a buyer of Apple today?

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

Description: More and more I am hearing and reading about the coming of a 1987-style crash. There are interviews in which the subject chats about how we have to prepare for it. Articles are being published telling us that this year’s percentage gains rival those of 1987 with the clear implication being that another crash is coming.

Source: Marketwatch.com

Date: August 13, 2013

Link: http://www.marketwatch.com/story/quit-worrying-about-a-1987-style-crash-2013-08-13?siteid=nwtwk

Questions for Discussions:

  • Summarize the arguments presents in this report.
  • Do you agree with the interpretations presented?

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

Description: Week in charts: Inflation nudges higher to Fed target rate

Source: Marketwatch.com

Date: August 16, 2013

Link: http://www.marketwatch.com/story/the-charts-that-point-to-an-imminent-fed-taper-2013-08-16?siteid=nwtwk

Questions for Discussions:

  • What does this report suggest is happening?
  • What do the charts mean to you?