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

Description:     Fred Hickey, editor of The High-Tech Strategist, says (at Barron’s 2011 Art of Successful Investing conference) that Nokia’s smartphones based on the Windows operating system could be a big hit with consumers and help revive Nokia shares.

Source: Marketwatch.com – video report

Date: 10/29/2011

Link:  http://www.marketwatch.com/video/asset/fred-hickey-betting-on-nokia/456219F3-BA45-4C50-8554-60670E7F0EF7

Questions for discussion:

  • Summarize the industry analysis presented by Fred Hickey.
  • Do you agree with his assessments?
  • What would you advise investors do at this time?

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

Description:  The world’s IPO market is officially on the skids right now, according to a new report from Thomson Reuters. What does it mean for companies like Groupon and Zynga? Scott Austin discusses on Digits.

Source: Marketwatch.com – video report

Date: 10/28/2011

Link:  http://www.marketwatch.com/video/asset/good-luck-groupon-tough-ipo-market/E65A3FF6-881A-48D5-95EB-3C6F0E82835A

Questions for discussion:

Why has the IPO market been so weak recently?

  • Why would Groupon’s success be significant?
  • Do you think the firms mentioned in the report will have difficulty raising cash?
  • Would you be a buyer of new shares?
  • How does a weak IPO market affect the stock market in general?

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Industry Analysis.

Description: A proposed pipeline stretching from Canada to the United States may contribute to a rise in the nation’s prices for oil, and has the potential to significantly change the landscape of the market.

Source:  Marketwatch.com

Date: 10/28/2011

Link:   http://www.marketwatch.com/story/cross-border-pipeline-may-change-oils-landscape-2011-10-28

Questions for discussion:

  • Summarize the main points presented in this report.
  • Do you agree with the analysis and conclusions?
  • Do you think the project should go ahead?

Posted by & filed under Economic Analysis, Industry Analysis, Management Issues, Market Analysis.

Description:  The story of one man who used a little persuasion—and a lot of luck—to win the rights to millions of tons of rare earths

Source: Businessweek.com

Date: 10/27/2011

Link:  http://www.businessweek.com/magazine/alaskas-billion-dollar-mountain-10272011.html

Questions for discussion:

  • Summarize the key points in this report?
  • What did you learn about the industry from an “on the ground” point of view in comparison to the pure financial side?

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

Description:  With the U.S. Securities and Exchange Commission probing Avon Products Inc. (AVP)’s dealings with analysts, Andrea Jung may be facing the toughest challenge of her 12-year tenure as chief executive officer.

Source:  Bloomberg.com

Date: 10/28/2011

Link:   http://www.bloomberg.com/news/2011-10-28/avon-s-jung-under-scrutiny-as-sec-starts-second-investigation.html

Questions for discussion:

  • Summarize the problems facing the firm?
  • How have investors reacted to the investigations?
  • How would you go about evaluating the stock price?

Posted by & filed under Company Analysis.

Description:   Shares of Green Mountain Coffee Roasters, maker of the popular K-Cup, have plunged after hedge fund manager David Einhorn recommended shorting it.

Source: CNNMoney.com – video report

Date: 10/21/2011

Link:  http://money.cnn.com/video/news/2011/10/21/n_bz_gmcr.cnnmoney/

Questions for discussion:

  • Explain the impact David Einhorn`s position has had on Green Mountain.
  • What is a “momentum“ stock?
  • Where do you think the stock is headed as a result of its recent historical trend and pronouncements by Einhorn?

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

Description:  Maker of iPhones and iPads posts earnings growth of more than 50% for the quarter, but even though consumers were seen likely holding off to wait for the new iPhone, expectations were very high, tech editor Dan Gallagher tells Stacey Delo.

Source: Marketwatch.com – video report

Date: 10/18/2011

Link:  http://www.marketwatch.com/video/asset/apple-unique-problem-high-profits-disappoint/A0D61159-0A23-4548-8697-DF3B2477C301

Questions for discussion:

  • Summarize the financial highlights presented in the report.
  • What do you think the market will be looking for in terms of financial numbers in the next quarter?
  • How do you think Apple will perform in the next quarter?
  • Would you advise investors to buy Apple today?

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Year’s tumble lures value seekers, but they could be a trap

Source:  Marketwatch.com

Date: 10/21/2011

Link:   http://www.marketwatch.com/story/can-bank-stocks-bail-out-your-portfolio-2011-10-21

Questions for discussion:

  • Summarize the main points presented in this report.
  • Do you agree with the analysis and conclusions?

Posted by & filed under Economic Analysis, Industry Analysis, Management Issues, Market Analysis.

Description:  It isn’t Occupy Wall Street. It’s the prospect of a shifting market and pay cuts and layoffs

Source: Businessweek.com

Date: 10/20/2011

Link:  http://www.businessweek.com/magazine/what-really-has-wall-street-worried-10202011.html

Questions for discussion:

  • Summarize the key points in this report?
  • Do you agree with the views presented?
  • Do you think banks misbehaved – causing the crisis?
  • Do you expect players to change their behavior in the future?

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

Description:  Groupon Inc. founder and Chairman Eric Lefkofsky may parlay a $1 million check to co-founder Andrew Mason four years ago into a stake worth $2.3 billion when the daily-deal site sells shares to the public next month.

Source:  Bloomberg.com

Date: 10/22/2011

Link:   http://www.bloomberg.com/news/2011-10-21/groupon-ipo-may-value-stake-held-by-chairman-lefkofsky-s-at-2-3-billion.html

Questions for discussion:

  • Given the information in this report, how should potential investors evaluate the price of Groupon`s IPO shares?
  • What are the risks to future earnings?