Sprint Says It Is in Negotiations With Softbank of Japan

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

Description:  Sprint Nextel confirmed on Thursday that it was in talks with Softbank of Japan over a “potential substantial investment.” A deal would give the struggling American cellphone service provider a deep-pocketed backer to help finance its turnaround effort. Source: NYTimes.com Date: Oct 11, 2012 Link:  http://dealbook.nytimes.com/2012/10/11/softbank-of-japan-said-to-near-a-deal-for-control-of-sprint/ Questions for Discussions: Explain the reasons for the… Read more »

5 charts every investor needs this quarter

Posted by & filed under Financial analysis, Market Analysis.

Description:  Neither previous quarterly performance nor the election year cycle have proved to be good predictors of the Dow Jones Industrial Average’s. Source: Moneywatch.com Date: Oct 05, 2012 Link:  http://www.marketwatch.com/story/5-charts-every-investor-needs-this-quarter-2012-10-05?dist=lcountdown Questions for Discussions: What do each of these charts tell you about investing? Which do you think is most relevant today? Which other charts would… Read more »

Where’s the Shareholder Outrage at Hewlett-Packard?

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

Description:  Here’s a vastly boiled-down refresher on corporate governance: A public company’s management is accountable to its board of directors, which in turn answers to shareholders, who are, after all, the “owners” of said public company. These holders keep executives and directors honest by casting votes based on tens of millions of shares dispersed across… Read more »

Bank of America to Pay $2.43 Billion to Settle Suit Over Merrill Deal

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description:  Bank of America announced on Friday that it would pay $2.43 billion to settle a class action lawsuit related to its acquisition of Merrill Lynch, as the legal woes continue for the financial institution. Source: NYTimes.com Date: Sep 28, 2012 Link:  http://dealbook.nytimes.com/2012/09/28/bank-of-america-to-pay-2-43-billion-to-settle-class-action-over-merrill-deal/?ref=business Questions for Discussions: What lessons are there to be learned here for investors and… Read more »

RIM Defies Critics by Finding BlackBerry Sales Overseas

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

Description:  Research In Motion Ltd. (RIMM)’s sales of the BlackBerry smartphone trounced estimates last quarter as it gained ground in emerging markets, signaling that the company may still have a future in the age of the iPhone. Source: Bloomberg.com Date: Sep 28, 2012 Link:  http://www.bloomberg.com/news/2012-09-28/rim-defies-critics-by-finding-blackberry-sales-overseas.html Questions for Discussions: Summarize the financial situation at RIM. Why… Read more »

Do shaken transport stocks signal a sell?

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

Description:  Commentary: Rough week for FedEx, railroads rattles Dow Theorists Source: Marketwatch.com Date: Sep 21, 2012 Link:  http://www.marketwatch.com/story/do-shaken-transport-stocks-signal-a-sell-2012-09-21 Questions for Discussions: Summarize the theory that concerns some investors at this time. Do you think there is reason to be concerned? What else might explain a decline in the transportation sector that is disconnected to the… Read more »

The economy 4 years after Lehman

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis.

Description: CNNMoney takes a look at Wall Street jobs and where the country’s money is concentrated four years after Lehman Brothers went bankrupt. Source: CNNMoney.com – video report Date: Sep 14, 2012 Link: http://money.cnn.com/video/news/2012/09/14/n-economy-four-years-after-lehman-collapse.cnnmoney/ Questions for Discussions: Summarize the changes that have taken place during the past four years. What change can be considered “for… Read more »

Why It May Be Too Late for QE3

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

Description: Paul Vigna and Spencer Jakab discuss why another round of bond buying may be wishful thinking, and Miriam Gottfried looks at what a hologram of Tupac means for investors. Photo: Reuters. Source: Moneywatch.com – video report Date: Sep 13, 2012 Link: http://on.wsj.com/ROw9CJ Questions for Discussions: Summarize the analysis presented in this report. Do you… Read more »

Ex-UBS Trader Is Accused of Gambling in a Big Loss

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Description:  Fictitious trading and brazen gambling by a single individual could have brought down the Swiss financial giant UBS, a British prosecutor said on Friday at the trial of a former bank employee accused of causing a multibillion-dollar trading loss. Source: NYTimes.com Date: Sep 14, 2012 Link:  http://dealbook.nytimes.com/2012/09/14/as-his-fraud-trial-opens-ex-ubs-trader-is-accused-of-brazen-gambling/?ref=business Questions for Discussions: Summarize the highlights of… Read more »

The Mystery Man Behind Weight Watchers And The Private Equity Deal Of The Century

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Description:  The private equity industry has produced legendary investors like Steve Schwarzman, David Rubenstein and Mitt Romney. But none of these guys have done a deal quite like Raymond Debbane, an unknown and secretive private equity investor who is based in New York. Debbane is the man behind Weight Watchers International, which is the private… Read more »