LinkedIn CEO: Why we’re so valuable

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Description: CEO Jeff Weiner says LinkedIn’s “exclusive focus on professionals” is what makes his company’s social platform so valuable to investors. Source: CNNMoney.com – video report Date: 05/20/2011 Link: http://money.cnn.com/video/news/2011/05/20/n_linkedin_ceo.cnnmoney/ Questions for discussion: Do you think LinkedIn is worth the IPO price? What revenue streams are available to the firm? What types of acquisitions would… Read more »

Didn’t Get Into LinkedIn IPO? Good For You

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Description: Without inside connections, IPOs for social-networking firms like LinkedIn are a crapshoot for retail investors, according to MarketWatch columnist Chuck Jaffe. who says Google stood out as a recognized market leader. Laura Mandaro reports. Source: Moneywatch.com – video report Date: 05/20/2011 Link:  http://www.marketwatch.com/video/asset/didnt-get-into-linkedin-ipo-good-for-you/B6F4AA8F-5EEA-4D58-86F6-09B60B2B9220 Questions for discussion: Summarize the opinions expressed about the Linked-In IPO?… Read more »

Analysts Punished as Fewer Than 1% of ‘Sells’ Work Since 2009

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Description: Motorola Mobility Holdings Inc. had rallied 40 percent from its spinoff when Adnaan Ahmad started covering the stock with a “sell” rating. The mobile-phone maker has lost nearly all its gain since his Jan. 21 report. Source: Businessweek.com Date: 05/20/2011 Link: http://www.businessweek.com/news/2011-05-20/analysts-punished-as-fewer-than-1-of-sells-work-since-2009.html Questions for discussion: Summarized the essence of the report with respect to… Read more »

It Teetered, It Tottered, It Was Bound to Fall Down

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

Description: This article was adapted from “Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon,” by Gretchen Morgenson, a business reporter and columnist for The New York Times, and Joshua Rosner, a managing director at the independent research consultant Graham Fisher. The book is to be published on Tuesday by Times Books…. Read more »

Gap, Aeropostale unraveled

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

Description: While they might not portend the End Times, signs of Friday’s route of the low-end retailers could certainly be discerned months ago in the commodities markets. Source: Marketwatch.com Date: 05/20/2011 Link: http://www.marketwatch.com/story/gap-aeropostale-unraveled-2011-05-20 Questions for discussion: Summarize the issues raised in the report about commodities and the performance of these companies. What do you think… Read more »

Microsoft’s Skype call

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Description: Microsoft agrees to buy Skype for $8.5 billion to gain a bigger presence on the Internet, where Bing and MSN have been losing money. Source: CNNMoney.com – video report Date: 05/11/2011 Link: http://money.cnn.com/video/markets/2011/05/10/mkts_skype0510.cnnmoney/ Questions for discussion: Do you think this is a good fit for both companies? How can Microsoft leverage the value of… Read more »

Cody Willard: Why Apple is going to $2,000

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Description: Cody Willard makes his case for Apple at $2,000 and explains why it could be the first $2 trillion company in market cap. Source: Moneywatch.com – video report Date: 05/11/2011 Link: http://www.marketwatch.com/video/asset/cody-willard-why-apple-is-going-to-2000/4C6F5D5C-B4BC-4737-871C-E5DA3D667949 Questions for discussion: Summarize the reasons given by the analyst that support his belief in Apple stock rising to such extraordinary levels…. Read more »

OpenTable, broken stock? A lesson in the dangers of tech IPOs

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Description: The company has done nearly everything right, but it’s dangerously overvalued, even for a tech company. Should Facebook, LinkedIn, and Groupon take heed? Source: Fortune.com Date: 05/13/2011 Link: http://tech.fortune.cnn.com/2011/05/13/opentable-broken-stock-a-lesson-in-the-dangers-of-tech-ipos/ Questions for discussion: Summarized the essence of the report with respect to the lessons that might be learned for other technology IPOs. Do you agree… Read more »

Health Insurers Making Record Profits as Many Postpone Care

Posted by & filed under Economic Analysis, Financial Planning, Industry Analysis.

Description: The nation’s major health insurers are barreling into a third year of record profits, enriched in recent months by a lingering recessionary mind-set among Americans who are postponing or forgoing medical care. Source: NYTimes.com Date: 05/13/2011 Link: http://www.nytimes.com/2011/05/14/business/14health.html?ref=business Questions for discussion: Summarize the financial relationships between health insurers, providers, and clients? What is the… Read more »

Housing crash is getting worse: report

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

Description: If you thought the housing crisis was bad, think again. Source: Marketwatch.com Date: 05/09/2011 Link: http://www.marketwatch.com/story/housing-crash-is-getting-worse-2011-05-09?siteid=nwtwk Questions for discussion: Summarize the issues raised in the report. What is your view about residential real estate prices and their influence on the economy? How would you approach this market, as an investor in builders?