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

Description: The CEO of a New York investment firm explains his decision to lease new space for its headquarters in Manhattan after dozens of employees were killed and its business almost wiped out on September 11, 2001.

Source: Fortune.com

Date: 09/09/2011

Link:   http://finance.fortune.cnn.com/2011/09/09/alger-dan-chung-september-1/?iid=SF_F_River

Questions for discussion:

  • What does this report have to say about the character of the management of this firm?

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description:   Shares of Bank of America, JPMorgan Chase and others are hit hard following reports that a federal housing authority plans to sue a dozen or so banks for their shady mortgage dealings.

Source: CNNMoney.com – video report

Date: 09/02/2011

Link:  http://money.cnn.com/video/markets/2011/09/02/mkts_midday_banks_bac.cnnmoney/

Questions for discussion:

  • Do you believe these potential lawsuits have merit?
  • How should investors deal with this “cloud” hanging over these banks?
  • What is the market reaction likely to be until this issue is resolved?
  • Can you conceive of a goal of authorities, that explains this strategy and its logical outcome?

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

Description:  September is the worst month on the calendar for stocks, with losses averaging up to 1.2%, according to MarketWatch’s Mark Hulbert, who says that after a lousy August there’s evidence September comes in worse. Laura Mandaro reports. Image courtesy of Getty Images.

Source: Marketwatch.com – video report

Date: 08/30/2011

Link: http://www.marketwatch.com/video/asset/after-bruising-august-brace-for-september/A32A3D02-D506-455C-956E-D9EF382243D6

Questions for discussion:

  • How would you explain the historical pattern for September market behavior?
  • Do you think the pattern will repeat this year?

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

Description:  When Jim Lucanish was shopping for new inkjet presses for his Los Angeles printing company, he considered buying from Eastman Kodak Co. (EK) After all, Kodak sells widely admired digital imaging technology. On the other hand, Lucanish knew the company’s six-year-old turnaround effort was faltering, and that gave him pause.

Source:  Bloomberg.com

Date: 09/02/2011

Link:  http://www.bloomberg.com/news/2011-09-01/kodak-loses-customers-to-hp-as-ceo-perez-s-turnaround-stalls.html

Questions for discussion:

  • Summarize the financial problems facing the firm today and the reasons for them.
  • What action would you recommend to management?

Posted by & filed under Company Analysis, Management Issues, Market Analysis.

Description: This is the perfect moment for Dell Inc. to take over the bulk of the PC industry.

Source: Marketwatch.com

Date: 09/02/2011

Link: http://www.marketwatch.com/story/the-dell-opportunity-2011-09-02

Questions for discussion:

  • Do you think Dell is well positioned to capture market share, as suggested in the report?
  • Do you think Dell is undervalued at present?
  • Which financial factors are likely to influence management’s decision?

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

Description: Investors say the FDA’s approval process of medical devices is inefficient and opaque. The maker of a non-invasive device that’s proven to identify melanomas risks it all to tell the tale.

Source: Fortune.com

Date: 09/02/2011

Link:   http://finance.fortune.cnn.com/2011/09/02/melafind-fda-innovation/?iid=SF_F_Lead

Questions for discussion:

  • What does this report have to say about the affect the FDA approval process has had on the financing of innovative developments?
  •  Is the trend likely to change?
  • How should investors deal with this trend?

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

Description:   Since Steve Jobs’ return to Apple, the stock has soared and the tech giant’s market cap has grown to surpass its rivals.

Source: CNNMoney.com – video report

Date: 08/26/2011

Link:  http://money.cnn.com/video/technology/2011/08/25/t_steve_jobs_apple_market.fortune/

Questions for discussion:

  • Do you think Apple’s financial success is sustainable?
  • Where do you see the company going in the future?

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

Description:  Shares of Pandora jump double-digits after the Internet music company reported a 117% jump in revenue in its first report since going public in June.

Source: CNNMoney.com – video report

Date: 08/26/2011

Link: http://money.cnn.com/video/markets/2011/08/26/mkts_midday_pandora2.cnnmoney/

Questions for discussion:

  • Do you think the stock price is appropriate?
  • What do you think of the business model as a means to generate cash flow?
  • What would you advise investors to do at this time?

Posted by & filed under Company Analysis, Management Issues.

Description:  Without Steve Jobs, Apple Inc. may start to embrace dealmaking after spending less on acquisitions than any of its biggest competitors.

Source:  Businessweek.com

Date: 08/26/2011

Link:  http://www.businessweek.com/news/2011-08-26/apple-without-ceo-jobs-gives-cook-28-billion-to-deal-real-m-a.html

Questions for discussion:

  • Do you think Apple can continue the same level of growth without Steve Jobs as CEO?
  • What sorts of acquisitions do you think Apple will pursue?
  • Where do you think Apple will be in 3-5 years, financially speaking?

Posted by & filed under Economic Analysis, Market Analysis.

Description: Watching debt, gold, banks and other catalysts that move stocks

Source: Marketwatch.com

Date: 08/26/2011

Link:  http://www.marketwatch.com/story/5-triggers-that-will-ignite-the-next-bull-market-2011-08-26

Questions for discussion:

  • Summarize the main points in this report.
  • Do you agree with the analysis?
  • What other indicators do you think investors are waiting for before jumping into the market?