Posted by & filed under Uncategorized.

Description: Bank’s loss is embarrassment for CEO, fodder for regulators

Source: Marketwatch.com

Date: May 11, 2012

Link: http://www.marketwatch.com/story/jp-morgan-shares-slump-after-2b-trading-loss-2012-05-11?siteid=nwtwk

Questions for Discussions:

  • Summarize the reasons for the loss.
  • What do you believe this event will mean for the company, management, and regulators?

 

CT:   Financial Analysis, Company Analysis, Industry Analysis, Management Issues, Governments & Regulators – Investing Strategies, Stocks, Risk Management, Derivatives

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

Description: Eduardo Saverin, the billionaire co- founder of Facebook Inc. (FB), renounced his U.S. citizenship before an initial public offering that values the social network at as much as $96 billion, a move that may reduce his tax bill.

Source: Bloomberg.com

Date: May 11, 2012

Link: http://www.bloomberg.com/news/2012-05-12/facebook-co-founder-may-gain-choosing-singapore-over-u-s-.html

Questions for Discussions:

  • What are the ethical issues expressed in this article?
  • What are the arguments for and against his decision?
  • What would you do?

 

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

Description: Ten years ago, smarting over my tech-stock losses, I should have bought shares of Green Mountain Coffee Roasters (GMCR). Of course, it was the manifest destiny of a Vermont-based outfit to go out and rock the coffee world, Starbucks’ (SBUX) hegemony be damned.

Source: Businessweek.com

Date: May 09, 2012

Link: http://www.businessweek.com/articles/2012-05-09/green-mountain-coffee-a-giddy-win-for-short-sellers

Questions for Discussions:

  • Summarize the arguments presented.
  • How would you advise investors at this time?

 

Posted by & filed under Company Analysis, Financial Planning.

Description: Delta Air Lines tries to take out the middle man by purchasing a Pennsylvania oil refinery, but it could prove to be a risky investment.

Source: CNNMoney.com – video report

Date: May 01, 2012

Link: http://money.cnn.com/video/news/2012/05/01/n-delta-oil-refinery.cnnmoney/

Questions for Discussion:

  • Why did Delta do this?
  • What are the risks?
  • Do you think it was a good decision?

 

 

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

Description: Steven Rattner, former ‘auto czar’ for the Treasury Dept., says the government should hold its GM stake until the stock rises further.

Source: CNNMoney.com – video report

Date: May 02, 2012

Link: http://money.cnn.com/video/markets/2012/05/01/mkts-rattner-gm-government.cnnmoney/

Questions for Discussion:

  • What is the basis for this evaluation of GM?
  • Do you agree with this assessment?

 

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

Description: When the broad stock market, as measured by the Standard & Poor’s 500 Index, broke down through the important 1,390 support level in early April, it seemed that the bears would finally have their chance to take control after a long run by the bulls.

Source: Marketwatch.com

Date: May 01, 2012

Link: http://www.marketwatch.com/story/the-technicals-are-bullish-2012-05-01?link=mw_home_kiosk

Questions for Discussions:

  • Summarize the analysis presented.
  • Do you agree?

 

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

Description:  For two former leaders in mobile and smartphones, the fall from the top was painfully obvious this week.

Source: Marketwatch.com

Date: May 03, 2012

Link: http://www.marketwatch.com/story/is-time-running-out-for-nokia-and-rim-2012-05-03?link=home_carousel

Questions for Discussions:

  • What does the report have to say about the financial status of these firms?
  • Do you agree with this analysis?
  • What would you advise investors and managements of these firms to do in the short and long run?

 

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

Description: Banks from Citigroup Inc. (C) in the U.S. to BNP Paribas SA (BNP) in France are racing to shed assets and raise money ahead of new global capital rules that start taking effect in 2015. For Canadian lenders, these moves have created the opportunity to go on a shopping spree.

Source: Bloomberg.com

Date: May 02, 2012

Link: http://www.bloomberg.com/news/2012-05-02/canadians-dominate-world-s-10-strongest-banks.html

Questions for Discussions:

  • Summarize the status of banks, as reported in this article.
  • What does the future look like in the next year or so?
  • What would you recommend to investors and managers of banks?

 

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

Description: It used to be easy—and I mean Uncle Pennybags-laughing-to-the-bank easy—to be a mutual fund. During the heyday of the cult of equity, investors would dutifully chase returns at Fidelity, Janus Capital (JNS), Munder NetNet, or whatever was the performance flavor of the year.

Source: Businessweek.com

Date: May 03, 2012

Link: http://www.businessweek.com/articles/2012-05-03/mutual-funds-confront-not-quite-as-dumb-money

Questions for Discussions:

  • Summarize the changes that have taken place in the mutual fund industry?
  • What is the situation today for vendors and investors?
  • Where do you see the industry moving in the near future?

 

 

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

Description:  Strong global iPhone sales helped Apple beat expectations, as usual. Doubters beware – it’s hard to hate on AAPL.

Source: CNNMoney.com – video report

Date: 04/25/2012

Link:  http://money.cnn.com/video/markets/2012/04/25/mkts-bz-apple-iphone.cnnmoney/

Questions for discussion:

  • Summarize the financial results and the reasons there is surprise.
  • Would you be a buyer or seller today?