No Buyers for Barnes & Noble at 60 Cents on Dollar: Real M&A

Posted by & filed under Company Analysis.

Description:  Even with Barnes & Noble Inc. selling for 60 cents on the dollar, the cheapest retailer in America still isn’t cheap enough to entice private-equity buyers looking for cash. Source: Businessweek.com Date: 03/25/2011 Link: http://www.businessweek.com/news/2011-03-25/no-buyers-for-barnes-noble-at-60-cents-on-dollar-real-m-a.html Questions for discussion:  What does this report have to say about the financial viability of this business model? What… Read more »

JPMorgan Leads $22 Billion Increase in Payouts, Buybacks After Fed Review

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

Description: U.S. bank investors may be rewarded with an extra $22 billion annually after government tests showed the industry has regained enough strength to boost dividends and share buybacks. Source:  Bloomberg.com Date: 03/19/2011 Link:  http://www.bloomberg.com/news/2011-03-18/jpmorgan-leads-22-billion-increase-in-payouts-buybacks-after-fed-review.html Questions for discussion:  What does this report suggest about the state of affairs at JPMorgan and possibly other institutions? Does… Read more »

Bernanke Recovery Flawed as Companies Get Credit Denied to U.S. Consumers

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

Description: Thirteen hundred miles from Wall Street, Alex Fairchild is still waiting for a little of the U.S. government’s multitrillion-dollar bailouts and Federal Reserve largesse to trickle his way. Source:  Bloomberg.com Date: 03/11/2011 Link:  http://www.bloomberg.com/news/2011-03-11/bernanke-recovery-flawed-as-companies-get-credit-denied-to-u-s-consumers.html Questions for discussion:  What does this report suggest about the credit crunch and recovery process? How should investors and businesses… Read more »

Cheap, Ultrafast Broadband? At Least Hong Kong Has It

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

Description: HONG KONG residents can enjoy astoundingly fast broadband at an astoundingly low price. It became available last year, when a scrappy company called Hong Kong Broadband Network introduced a new option for its fiber-to-the-home service: a speed of 1,000 megabits a second — known as a “gig” — for less than $26 a month…. Read more »

$100 oil: Here to stay or soon to go?

Posted by & filed under Economic Analysis, Financial analysis.

Description: Market veterans were expecting oil prices to reach $100 a barrel even before the political turmoil in the Middle East and North Africa hit the fan this year, and now that oil’s reached triple digits, predicting prices is more daunting than ever. Source: Marletwatch.com Date: 03/04/2011 Link: http://www.marketwatch.com/story/100-oil-here-to-stay-or-soon-to-go-2011-03-03?siteid=nwtwk Questions for discussion:  Summarize the reasons… Read more »

Buying Boeing

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

Description: Shares of Boeing are flying higher after the aerospace company landed a multi-billion dollar contract to make 180 aerial tankers for the Air Force.  Source:  CNNMoney.com – video report Date: 02/25/2011 Link:  http://money.cnn.com/video/markets/2011/02/25/mkts_boeing_0225.cnnmoney/ Questions for discussion: Is there a fundamental concern investors should have when a company is highly dependent on government related spending?… Read more »

Eyeing Inflation with Liz Ann Sonders

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

Description: Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., gives her view on inflation in the U.S. now and inflationary signs to look for in the year ahead. Dow Jones’ Veronica Dagher has the interview. Source: Marketwatch.com – video report Date: 02/23/2011 Link:  http://www.marketwatch.com/video/asset/eyeing-inflation-with-liz-ann-sonders/5658E1E7-2BD4-498B-A73C-A7CC24C49E96 Questions for discussion:  Do you agree with the… Read more »

Charlie Sheen is out, but money keeps pouring in

Posted by & filed under Company Analysis, Financial analysis.

Description: The good news for the producers of “Two and a Half Men” is that Charlie Sheen’s meltdown happened during the show’s eighth season, and not the first. Source: CNNMoney.com Date: 02/25/2011 Link: http://money.cnn.com/2011/02/25/news/companies/charlie_sheen_two_and_a_half_men/index.htm Questions for discussion:  Summarize the financial fortunes related to the show? How does syndication impact financial planning for television production? Do… Read more »

China’s hold on rare earths

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

Description: As China stockpiles rare earth minerals used to manufacture consumer items like iPhones and cameras, the U.S. is facing a growing shortage. Source:  CNNMoney.com – video report Date: 02/18/2011 Link:  http://money.cnn.com/video/markets/2011/02/18/mkts_rare_earths_china.cnnmoney/ Questions for discussion: Do you think domestic development of rare earth mines should proceed? How would you expect prices to move over the… Read more »

American dream still home ownership

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

Description: KB Home CEO Jeffrey Mezger says recovery is taking place in California and Texas and foreclosed homes are finding buyers. Source: CNNMoney.com – video report Date: 02/18/2011 Link:  http://money.cnn.com/video/news/2011/02/17/n_kb_home_lookahead.cnnmoney/ Questions for discussion:  Do you agree with the analysis presented in this report? How would investors be expected to react to the forecasts presented for… Read more »