Jim Rogers: ‘I’m staying liquid’

Posted by & filed under Economic Analysis.

Description: The legendary investor sees more troubling times for the global economy and says he is staying away from stocks for the foreseeable future. Source: CNNMoney.com – video report Date: 06/16/2011 Link: http://money.cnn.com/video/news/2011/06/16/n_rogers_debt.cnnmoney/ Questions for discussion: Summarize the analysis presented by Jim Rogers. Do you agree with his assessments and solutions? How would you approach… Read more »

Pandora Falls Below IPO Price, Reversing Yesterday’s Gain

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Description:  Pandora Media Inc. fell, erasing yesterday’s gain, amid concern that competition may stymie efforts by the online-radio company to reach profitability. Source: Businessweek.com Date: 06/16/2011 Link: http://www.businessweek.com/news/2011-06-16/pandora-falls-below-ipo-price-reversing-yesterday-s-gain.html Questions for discussion: Explain the volatility of the stock value. How would you estimate a value for the firm? Would you be an investor today?

Penney Nabbing Johnson From Apple Sets ‘Huge Expectation’

Posted by & filed under Financial Planning, Management Issues.

Description: Ron Johnson, who helped turn Apple Inc. (AAPL) into a retail star with flashy big-city stores, now faces the challenge of conjuring up similar buzz around 109-year-old retailer J.C. Penney Co. Source: Bloomberg.com Date: 06/15/2011 Link: http://www.bloomberg.com/news/2011-06-15/j-c-penney-nabbing-johnson-from-apple-sets-huge-expectation-.html Questions for discussion: Why did the stock rise in value so dramatically? Do you think it was… Read more »

UPDATE 3-Perkins restaurant chain files for bankruptcy

Posted by & filed under Company Analysis, Economic Analysis, Industry Analysis.

Description: The owner of the Perkins and Marie Callender’s restaurant chains filed for bankruptcy on Monday with plans to close 65 of its 600 locations and cut 2,500 jobs, according to court documents. Perkins & Marie Callender Inc became the latest food company to fall victim to a sluggish recovery and soaring food prices. Last… Read more »

Aflac’s comeback

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

Description:  Shares of Aflac have taken a beating lately but name recognition is helping the insurer turn things around. Source: CNNMoney.com – video report Date: 06/10/2011 Link:  http://money.cnn.com/video/markets/2011/06/10/mkts_mids_aflac.cnnmoney/ Questions for discussion: Do you consider Aflac a good investment today? How about insurance companies in general? Why might recent natural and man-made disasters be interpreted as… Read more »

Is ING Direct up for grabs?

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Description: Ally, CIT, and GE could be in the running to takeover the online banking company, ING Direct. Source: CNNMoney.com – video report Date: 06/07/2011 Link:   http://money.cnn.com/video/markets/2011/06/07/mkts_mid_ing.cnnmoney/ Questions for discussion: Do you think this is a good fit for GE? Why would ING be selling this division?

The Supercycle: A Longer Range View of Emerging Markets

Posted by & filed under Economic Analysis, Market Analysis.

Description:  Some investment pros see the emergence of Asian and Latin American economies as a third industrial revolution—a decades-long “supercycle” Source: Businessweek.com Date: 06/09/2011 Link: http://www.businessweek.com/investor/content/jun2011/pi2011069_910102.htm Questions for discussion: Summarize the arguments in this report. Do you agree with the fundamental points that are made?

50,000 BitTorrent users sued for alleged illegal downloads

Posted by & filed under Economic Analysis, Financial Planning, Growth & Valuation.

Description: The turn of the 21st century was rife with bitter anti-piracy lawsuits pitting studios against their potential customers, with music labels banding together to blast Napster — and its massive user base — to smithereens. Source: CNNMoney.com Date: 06/10/2011 Link: http://money.cnn.com/2011/06/10/technology/bittorrent_lawsuits/index.htm Questions for discussion: How can this legal intervention affect BitTorrent? Is the business… Read more »

Man vs. Machine

Posted by & filed under Economic Analysis.

Description: In the epic battle of man versus machine, machines have a growing price advantage. Source: NYTimes.com – video report Date: 06/10/2011 Link:  http://economix.blogs.nytimes.com/2011/06/10/man-vs-machine/?ref=economy Questions for discussion: Summarized the essence of the report. What does this report suggest to investors about a return to fuller employment and recovery? What other factors affect managerial decision making?

Toyota Expects 31% Profit Slump

Posted by & filed under Company Analysis, Economic Analysis, Industry Analysis.

Description: Toyota Motor said Friday that it expected its annual net profit to fall almost a third from the previous year, hurt by production disruptions after the earthquake and tsunami that struck Japan in March. Source: NYTimes.com Date: 06/10/2011 Link: http://www.nytimes.com/2011/06/11/business/global/11toyota.html?ref=business Questions for discussion: Explain the reasons for Toyota’s drop in profits. Do you think… Read more »