Dodd-Frank: What It Means for Comp and Governance

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

Description: Most companies will feel the impact of the law’s “say on pay” provisions first. After that, they’ll have to wait for SEC clarification. Source: Businessweek.com   Date: 07/16/2010 Link: http://www.businessweek.com/managing/content/jul2010/ca20100716_567635.htm Questions for discussion: Summarize the impact this legislation is expected to have? Do you think it will prove to be a positive influence on… Read more »

Why GM May Be Worth More Than Ford

Posted by & filed under Company Analysis, Industry Analysis.

Description: It has a stronger balance sheet and sells more cars in emerging markets Source: Businessweek.com   Date: 07/08/2010 Link: http://www.businessweek.com/magazine/content/10_29/b4187044957997.htm Questions for discussion: Summarize the reasons given for the assessment? Do you agree with this view? Would you be a buyer of either of these firms today? What are the financial metrics that you would… Read more »

Hit to BP’s market cap gushes past $100 billion

Posted by & filed under Company Analysis.

Description: BP shares dropped as much as 9% in London on Friday, putting the drop the oil major’s market capitalization at more than $100 billion since the Gulf of Mexico oil spill began, as an analyst suggested the company needs to sell stock to assure counterparties of its financial health. Source:  Marketwatch.com Date: 06/25/2010 Link:… Read more »

Reliance Communications Said to Cut $3 Billion Debt Selling Towers to GTL

Posted by & filed under Company Analysis, Financial Planning.

Description: Billionaire Anil Ambani’s Reliance Communications Ltd. will cut its debt by at least $3 billion by selling its mobile-phone transmission towers, people familiar with the deal said. Source: Bloomberg.com   Date: 06/27/2010 Link: http://www.bloomberg.com/news/2010-06-27/gtl-to-buy-reliance-communications-towers-to-expand-mobile-phone-network.html Questions for discussion: Summarize the transaction described in the report? What were the benefits derived for each side? How will… Read more »

BP Halts Dividend, Earmarks $20 Billion

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

Description:  BP said it was suspending dividend payments for much of this year and created a $20 billion fund to pay injured parties. Alan Murray and Joe White discuss. Also, Steven Gillon, a presidential historian discusses Barack Obama’s leadership style in the context of other presidents who have faced serious crises. Source:  Marketwatch.com – video… Read more »

RIM may be feeling the heat from Android, iPhone

Posted by & filed under Company Analysis.

Description: Though analysts still expected Research In Motion Ltd. to post strong double-digit gains in both sales and earnings for its recently-ended first fiscal quarter, there is a growing sense that the company is facing more pressure from the fast-growing lineup of new smart phones on the market. Source:  Marketwatch.com Date: 06/18/2010 Link: http://www.marketwatch.com/story/research-in-motion-may-see-effects-of-competition-2010-06-18  … Read more »

BP Considers Cut to Dividend

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

Description: BP is considering reducing its dividends to help quell political uproar against the company. Meanwhile, the U.S. raised estimates of the oil gushing from the crippled Gulf of Mexico well. Monica Langley, Dennis Berman, Evan Newmark and Bruce Orwall discuss. Also, a discussion of Saturday’s World Cup soccer match between England and the U.S…. Read more »

The Balance-Sheet Recession

Posted by & filed under Financial analysis.

Description: With gold having run up to record prices of late, some have wondered whether the yellow metal is likely to be the next bubble? Brett Arends discusses. And Peter Lattman profiles C. Dean Metropoulos, an low-profile investor with a knack for rebuilding old brands like Chef Boyardee, Bumble Bee and Schlitz. His most recent… Read more »

Toys ‘R’ Us files $800 million IPO

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Description: Toys “R” Us is seeking to raise $800 million in stock through an initial public offering, hoping to clear some debt from its balance sheet, the company said in a securities filing Friday. Source:  CNNMoney.com Date: 05/28/2010 Link: http://money.cnn.com/2010/05/28/news/companies/toys_r_us_IPO/index.htm   Questions for discussion: How does this IPO help the firm? What are the advantages… Read more »

Dell profit jumps on strong sales to businesses

Posted by & filed under Company Analysis, Economic Analysis.

Description: Dell Inc. said Thursday that strong demand from business customers helped drive the PC maker’s profit up 52% in its most recent quarter. Source:  CNNMoney.com Date: 05/20/2010 Link: http://money.cnn.com/2010/05/20/technology/Dell/index.htm   Questions for discussion: What does this report suggest about Dell’s future stock value? How can Dell improve growth prospects? Explain why margins are so… Read more »