BBBY goes beyond analysts’ forecasts

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

Description: Bed Bath & Beyond is raising expectations for the year after same-store sales jumped 7.6% in the first three quarters. Source: CNNMoney.com – video report   Date: 12/23/2010 Link: http://money.cnn.com/video/markets/2010/12/23/mkts_bed_bath_beyond.cnnmoney/ Questions for discussion:  Summarize the important financial metrics presented in this report. How do you explain the performance if BBBY in 2010? What do… Read more »

Ernst & Young Is Nuts to Say Lehman Was Clean: Jonathan Weil

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

Description: Two weeks before New York Attorney General Andrew Cuomo’s office sued Ernst & Young LLP, a prominent U.S. consulting firm issued a press release touting its ability to help others manage the risk of fraud. Source: Businessweek.com Date: 12/23/2010 Link: http://www.businessweek.com/news/2010-12-23/ernst-young-is-nuts-to-say-lehman-was-clean-jonathan-weil.html Questions for discussion: What are the commentary leveled at the industry in this… Read more »

Why Investor Optimism May Be a Red Flag

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

Description:  NOW that the market has risen, investors are becoming optimistic again about stocks. There are many signs of this. The American Association of Individual Investors, for example, reports that most investors now describe themselves as bullish, versus just 20 percent in July. Source:  NYTimes.com   Date: 12/25/2010 Link: http://www.nytimes.com/2010/12/26/your-money/26fund.html?ref=business Questions for discussion:  Summarize the… Read more »

Madoff victims could soon get billions

Posted by & filed under Industry Analysis, Management Issues.

Description:  Madoff victims might finally get their hands on their stolen billions. The court-appointed trustee trying to recover Madoff’s loot has brought dozens of lawsuits but so far hasn’t been able to compensate victims. That might soon change. A court hearing is set for Jan. 13 that could unlock more than one-third of the $20… Read more »

Legendary investor Jim Rogers on China

Posted by & filed under Market Analysis.

Description: The financier remains bullish on China saying despite a real estate bubble, there are ‘better thing to come’ for the country. Source:  CNNMoney.com – video report Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/21/n_taylor_jim_rogers_chat.cnnmoney/ Questions for discussion: Summarize the opinions expressed by Jim Rogers in this report? Do you agree with his views? Would you be an investor… Read more »

WIll the bull keep running?

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

Description: Historically, the third year for a president produces a good return for investors. Investment strategists Liz Ann Sonders and Sam Stovall say why 2011 will be no different. Source: CNNMoney.com – video report   Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/20/n_ss_panel_4_stocks.cnnmoney/ Questions for discussion:  Summarize the opinions expressed in this report. How do you expect the markets… Read more »

Cerberus’s Feinberg Said to Recoup 90% of 2007 Bet on Chrysler After Sale

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

Description: Cerberus Capital Management LP’s bet on Chrysler survived bankruptcy and the 2008 financial crisis to recoup about 90 percent of the original investment, said two people with knowledge of the matter. Source: Bloomberg.com   Date: 12/22/2010 Link: http://www.bloomberg.com/news/2010-12-22/cerberus-is-said-to-recoup-90-of-chrysler-investment-after-loan-unit-sale.html Questions for discussion: Evaluate the net value of the deal to Cerberus today. Who are the… Read more »

TD Bank May Make More U.S. Purchases After Chrysler Financial

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

Description:  Toronto-Dominion Bank may continue to make acquisitions in the U.S. after increasing its bet there with the $6.3 billion purchase of Chrysler Financial Corp., capping a record quarter for U.S. takeovers by Canadian lenders. Source:  Businessweek.com   Date: 12/22/2010 Link: http://www.businessweek.com/news/2010-12-22/td-bank-may-make-more-u-s-purchases-after-chrysler-financial.html Questions for discussion:  Summarize the possible strategic thinking behind the TD bank’s acquisitions…. Read more »

World bankers brace for 7 percent drop in bonuses: Reuters poll

Posted by & filed under Industry Analysis, Management Issues.

Description:  From Wall Street to the City of London to Hong Kong’s Central District, bankers are bracing for bonuses to be down 7 percent on average from a year ago, and higher salaries will only partially cushion the hit, a Reuters/IFR global poll shows. Source:  Reuters.com Date: 12/21/2010 Link:  http://www.reuters.com/article/idUSTRE6BK66Z20101221 Questions for discussion: Summarize the… Read more »

Money market manager’s picks for 2011

Posted by & filed under Market Analysis.

Description: Credit card companies, commodities, IT sector and more – check out what top fund managers will be buying in 2011. Source:  CNNMoney.com – video report Date: 12/15/2010 Link: http://money.cnn.com/video/news/2010/12/09/f_investor_guide_picks.fortune/ Questions for discussion: Summarize the different investing strategies presented in this report? What is the basic thinking that is guiding each analyst? Do you agree… Read more »