Posted by & filed under Company Analysis, Financial analysis.

Description: America might run on Dunkin’, but investors aren’t likely to get rich buying Dunkin’ Brands’ pricey shares. There are better bargains elsewhere in the restaurant sector.

Source: Barrons.com

Date: 08/26/2011

Link: http://online.barrons.com/article/SB50001424052702303545104576524712905829294.html?mod=mktw

Questions for discussion:

  • Do you agree with the analysis presented?
  • What value would you set for Dunkin?
  • Would you advise investors to buy any of these companies?

Posted by & filed under Company Analysis, Management Issues.

Description:   Shares of Hewlett-Packard nosedive on news that the company might spin off its struggling PC business and is also dumping the TouchPad tablet.

Source: CNNMoney.com – video report

Date: 08/19/2011

Link:  http://money.cnn.com/video/markets/2011/08/19/mkts_am_hp.cnnmoney/

Questions for discussion:

  • Explain the performance of HP’s share price on the markets this year.
  • Do you think the recent drop in value is justified?
  • Do you think the firm’s management has made good decisions, from a financial point of view?
  • What should investors do today?

Posted by & filed under Company Analysis, Management Issues.

Description:  Hewlett-Packard Co., the world’s largest computer maker, is in talks to buy Autonomy Corp. for about $10 billion and plans to spin off its personal-computer business, people with direct knowledge of the matter said. Autonomy confirmed it is in talks with Hewlett-Packard in a statement. Cory Johnson reports on Bloomberg Television’s “Fast Forward.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: 08/18/2011

Link: http://bloom.bg/phatLP#ooid=p1anNxMjqzp3Bi0Hs9NvAZ2uVAXR5Cdh

Questions for discussion:

  • Summarize the opinions presented in this report.
  • Do you agree with the analysis?
  • How much blame rests with management over the past 12 years?
  • How do you think HP should proceed in the future?
  • What would you advise investors to do at this time?

Posted by & filed under Economic Analysis, Market Analysis.

Description: Marc Faber readies for hyperinflation, dollar’s demise and civil unrest

Source: Marketwatch.com

Date: 08/19/2011

Link:  http://www.marketwatch.com/story/5-money-moves-dr-doom-is-making-now-2011-08-18?Link=obinsite

Questions for discussion:

  • Summarize the main point in this report.
  • Do you agree with the analysis and projections?
  • What would you advise investors to do?

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

Description:  The biggest wave of deals for mobile-phone assets in more than a decade may help Research In Motion Ltd.’s shareholders almost double their money in a sale.

Source:  Businessweek.com

Date: 08/19/2011

Link:  http://www.businessweek.com/news/2011-08-19/rim-gains-100-in-sale-value-on-google-motorola-tie-real-m-a.html

Questions for discussion:

  • What are the reasons given for the higher valuation of RIM?
  • Do you agree with the assessment?
  • What would you advise investors who hold RIM and those that don’t?

Posted by & filed under Company Analysis, Financial analysis.

Description: There’s a good chance that Google Inc. overpaid for Motorola Mobility Holdings Inc., given that the premium was 63% in an overall stock market looking for direction. Also, the acquired company’s competitive position was far from certain, especially given the fickle nature of the market for smartphones.

Source: Marketwatch.com

Date: 08/18/2011

Link: http://www.marketwatch.com/story/google-rescues-a-potential-falling-star-2011-08-18?siteid=nwtwk

Questions for discussion:

  • Do you believe that Google made a smart move and paid a fair price for Motorola?
  • Which criteria should be used to value this sort of acquisition?

Posted by & filed under Economic Analysis, Governments & Regulators, Market Analysis.

Description:   NNi’s Felicia Taylor spends the day with gold traders in the NYMEX, during the markets’ roller-coaster week.

Source: CNNMoney.com – video report

Date: 08/12/2011

Link:  http://money.cnn.com/video/news/2011/08/12/n_nymex_taylor.cnnmoney/

Questions for discussion:

  • Describe the mechanics of gold trading.
  • What is the reason for the sudden increase in demand?
  • When will this trend stop?
  • How can investors play this trend?

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

Description:  John Chambers, chief executive officer of Cisco Systems Inc., discusses the company’s fiscal fourth-quarter profit, strategy and outlook. Profit, excluding some costs, was 40 cents a share, the San Jose, California-based company said yesterday. Analysts on average had predicted 38 cents, according to Bloomberg data. Chambers speaks with Betty Liu and Jon Erlichman on Bloomberg Television’s “In the Loop.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: 08/11/2011

Link: http://bloom.bg/qSKblK#ooid=V3ZmFxMjqEEwvth_SUb7RoNJVqs3C5nK

Questions for discussion:

  • Summarize the opinions presented in this report.
  • Do you agree with Jon Erlichman?
  • Is the stock performance justified?
  • Why is government spending so significant to Cisco?
  • Given current deficit, how is government spending likely to change?
  • What would you advise investors to do at this time?

Posted by & filed under Economic Analysis, Market Analysis.

Description: Commentary: Technicians see stocks heading into bear country

Source: Marketwatch.com

Date: 08/12/2011

Link:  http://www.marketwatch.com/story/how-low-will-stocks-go-2011-08-12?siteid=nwtwk

Questions for discussion:

Summarize the arguments presented.

  • Do you agree with the analysis and projections?
  • How might finance managers of companies react to the low interest rate environment?
  • How will this affect bond and stock markets?
  • How will it affect profitability?

Posted by & filed under Economic Analysis, Market Analysis.

Description: ONE of the most harrowing stretches in Wall Street history began with the loss of the AAA credit rating of the United States and ended with fears of a new recession. In between, the wild swings in the financial markets captivated the nation, and the world.

Source: NYTimes.com

Date: 08/13/2011

Link: http://www.nytimes.com/2011/08/14/business/market-frenzy-from-trading-rooms-to-living-rooms.html?ref=business

Questions for discussion:

  • Summarize the descriptions and explanations of market behavior this past week.
  • What would you advise investors to do at this time?