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

Description:   Analysts on new Samsung handset: ‘Evolutionary, not revolutionary’

Source:  Marketwatch.com

Date: Mar 15, 2013

Link: http://www.marketwatch.com/story/apple-shares-up-despite-galaxy-s4-threat-2013-03-15

Questions for Discussions:

  • Given Apple’s stock recent rebound and the reception given Samsung’s Galaxy s4, do you think Apple stock is poised for a major “bounce” back in price?
  • What do you think investors shorting Apple are likely to do in the near term?

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

Description:  RBC Internet Analyst Mark mahaney looks at the performance of internet stocks. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Mar 08, 2013

Link: http://bloom.bg/X4Agof

Questions for Discussions:

  • Explain the reasons for Google’s stock movement.
  • Based on the factors discussed in the report, would you be a buyer today?
  • Is there a case for owning Apple, Google and Facebook at the same time?

 

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

Description:  While shareholders moan that Apple isn’t using its cash productively, smartphone chip developer Qualcomm is boosting its dividend and buying back stock.

Source:  CNBC.com – video report

Date: Mar 05, 2013

Link: http://money.cnn.com/video/investing/2013/03/05/b-qualcomm-surging.cnnmoney/

Questions for Discussions:

  • Summarize the analysis presented in this report.
  • Would you be a buyer of Qualcomm today?

Posted by & filed under Market Analysis.

Description:  USB Chief U.S. Equity Strategist Harvey Golub discusses bonds and his investment strategy. He speaks on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Mar 08, 2013

Link: http://bloom.bg/X3GBju

Questions for Discussions:

  • What does this report say about risk and investing in bonds today?
  • What should investors seeking to avoid higher risk be expected to do with their money?

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

Description: Stock pickers explain why the market can keep rising — or is ready to fall

Source: Marketwatch.com

Date: Mar 07, 2013

Link: http://www.marketwatch.com/story/stock-bulls-vs-bears-11-charts-shape-the-battle-2013-03-07?siteid=nwtwk

Questions for Discussions:

  • Summarize the analysis presented in the charts.
  • Which do you think are most telling of future market conditions?

 

Posted by & filed under Financial analysis, Financial Planning, Management Issues.

Description:   The paperback of “Fifty Shades of Grey” is exactly like the digital version except for this: If you hate the paperback, you can give it away or resell it. If you hate the e-book, you’re stuck with it.

Source:  NYTimes.com

Date: Mar 07, 2013

Link: http://www.nytimes.com/2013/03/08/technology/revolution-in-the-resale-of-digital-books-and-music.html?hpw&_r=0

Questions for Discussions:

  • How will the new sharing structures affect cash flow and profitability at publishers?
  • How would you recommend restructuring pricing in order to mitigate the problems that will inevitably arise from the new sharing technology.
  • How else can publishers mitigate the loss of revenues from resellers?

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

Description:  The rally in the stock market is real and supported by the fundamentals, Goldman Sachs’s Abby Joseph Cohen told CNBC on Friday.

Source:  CNBC.com – video report

Date: Mar 01, 2013

Link: http://www.cnbc.com/id/100511332

Questions for Discussions:

  • Summarize the analysis presented in this report.
  • Do you agree with Abby Joseph Cohen?

 

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

Description:  The retail giant is bleeding money and CEO Ron Johnson is having trouble turning the company around.

Source: CNNMoney.com – video report

Date: Feb 28, 2013

Link: http://money.cnn.com/video/investing/2013/02/28/investing-buzz-jcpenney-ron-johnson.cnnmoney/

Questions for Discussions:

  • What does this report suggest is happening to JCPenney stock value and why?
  • Do you think the firm can succeed in the current retail marketplace?
  • Would you be an investor in the firm?
  • How great is the risk for bankruptcy?

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

Description: Lerer Ventures’ Eric Hippeau discusses the ouster of Groupon CEO Andrew Mason with Deirdre Bolton on Bloomberg Television’s “Money Moves.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Mar 01, 2013

Link: http://bloom.bg/XfvzFM#ooid=RhbmxyOTomASPPAFWyusRDsGacaBx_Au

Questions for Discussions:

  • What does this report say about the relationship between the CEO and the Board of Directors?
  • Is Groupon a victim of “uncontrollable growth”?
  • How can managers control the firm’s operations as it expnads globally?

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

Description:  Groupon founder and former CEO Andrew Mason was known for his eccentric interviews, but the company he leaves behind will need a turnaround.

Source: CNNMoney.com – video report

Date: Mar 01, 2013

Link: http://money.cnn.com/video/technology/2013/03/01/t-mason-groupon-quirky.cnnmoney/

Questions for Discussions:

  • Do you think the decline of Groupon share value was primarily due to the management of the firm and Andrew Mason’s leadership in particular?
  • Do you you think his firing will boost the stock value?
  • Is there a merger or acquisition that makes sense to you?