BullHorn: Metal meltdown

Posted by & filed under Economic Analysis.

Description: Silver has plunged, gold has taken a hit and the commodity bubble may be finally bursting. Source: CNNMoney.com – video report Date: 05/06/2011 Link: http://money.cnn.com/video/markets/2011/05/06/mkts_bullhorn0506.cnnmoney/ Questions for discussion: Summarize the analysis presented in this report. Do you agree that the commodities bubble is bursting? What do you believe is the reason for the recent… Read more »

Preventing Future Flash Crashes all but Impossible

Posted by & filed under Governments & Regulators.

Description: MarketWatch columnist Mark Hulbert says research suggests massive stock slumps such as the “flash crash” can’t be prevented and remain a rare, but consistent feature of all stock markets. Source: Moneywatch.com – video report Date: 05/05/2011 Link: http://www.marketwatch.com/video/asset/preventing-future-flash-crashes-all-but-impossible/0E8C8C79-1A17-45AE-AA67-68B6722D0696 Questions for discussion: What does the research suggest about stock market behavior? How should investors respond… Read more »

Oil price collapse pays off for one speculator

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

Description: For the last several weeks, oil trader Stephen Schork has been betting that prices would fall. Instead, they kept rising. And every day they ticked higher, he lost money. Source: CNNMoney.com Date: 05/06/2011 Link: http://money.cnn.com/2011/05/06/markets/oil_prices_speculators/index.htm Questions for discussion: How did Stephen Schork decide that the time was ripe for shorting oil? What contributed to… Read more »

Shouting into the unfunded abyss

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

Description: When the founder of an unheralded startup offered a cri de coeur about the inanities of the funding process, he heard hundreds of voices crying back. Source: Fortune.com Date: 05/06/2011 Link:  http://tech.fortune.cnn.com/2011/05/06/adam-neary-profitably-shouting-into-the-unfunded-abyss/ Questions for discussion: Summarized the essence of the report with respect to the difficulty of finding funding. Why do you think some… Read more »

Japan’s 4.5 trillion yen jump start

Posted by & filed under Economic Analysis.

Description: Japan is preparing a supplemental budget of 4.5 trillion yen to help the country recover from lost production due to the tsunami. Source: CNNMoney.com – video report Date: 04/28/2011 Link: http://money.cnn.com/video/news/2011/04/28/n_japan_economy.cnnmoney/ Questions for discussion: Summarize the economic and business situation in Japan. Do you believe the projections are likely to be true? Which businesses… Read more »

Sokol: Berkshire shareholders react

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

Description: At Berkshire Hathaway’s annual meeting in Omaha, shareholders have very different opinions about David Sokol. Source: CNNMoney.com – video report Date: 04/30/2011 Link:  http://money.cnn.com/video/news/2011/04/30/n_buffett_sokol_shareholders.cnnmoney/ Questions for discussion: Judging from the interviews with stockholders, do you think the firm’s management is being questioned? Do you think the stock value is being affected? How might this… Read more »

Cisco Grows Smarter

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

Description: As Starbucks and now Cisco have discovered, the wrong kind of expansion reaps painful contractions Source: Businessweek.com Date: 04/26/2011 Link: http://www.businessweek.com/managing/content/apr2011/ca20110421_393278.htm Questions for discussion: Summarize the issues raised in the report. What is your view about Cisco’s past and future prospects? What advice would you give management at this time?

Can RIM win back investors after missteps?

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

Description:   Research In Motion Ltd. lost much of its remaining support on Wall Street Friday after the company took down its estimates for the May quarter, leaving some to wonder whether the wireless-device maker can win back support from investors who have been burned by the stock this year. Source: Marketwatch.com Date: 04/29/2011 Link: http://www.marketwatch.com/story/can-rim-win-back-investors-after-missteps-2011-04-29… Read more »

Exxon Mobil profit nears $11 billion

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

Description: Exxon Mobil Corp. said Thursday that its first-quarter profit climbed 69% to almost $11 billon, beating Wall Street estimates, as $100-a-barrel crude prices boosted the oil company’s bottom line to levels not seen since 2008. Source: Marketwatch.com Date: 04/28/2011 Link:  http://www.marketwatch.com/story/exxon-mobil-profit-nears-11-billion-2011-04-28 Questions for discussion: What do you think Exxon’s next quarter will look like?… Read more »