Train stocks go off the rails

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

Description: Shares of railroad giant CSX are down sharply due to lower coal shipments, a sign that the recent tear in transportation stocks may be nearing an end. Source: CNNMoney.com – video report Date: Jan 16, 2014 Link: http://money.cnn.com/video/investing/2014/01/16/investing-the-buzz-csx-railroad-transportation-norfolk-southern-union-pacific.cnnmoney/index.html Questions for Discussions: What does this report say about rail stocks in general and CSX in… Read more »

Yahoo’s Asian Lifeline

Posted by & filed under Company Analysis, Financial analysis, Management Issues.

Description: Yahoo’s core business has been eroding. It’s lost ground in display advertising and in online search, and the Wall Street consensus is that its revenue declined last year. Source: NYTimes.com Date: Jan 18, 2014 Link: http://www.nytimes.com/2014/01/19/technology/yahoos-asian-lifeline.html?ref=technology Questions for Discussions: What does the report say about how investors are approaching investing in Yahoo? Do you… Read more »

Four charts that explain the 2014 market so far

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

Description: As new-year pension money pours in, the stock market is screaming higher today. The true test will be when the very short-term oversold condition is relieved. In spite of today’s rally, the first three days have a major significance that investors should pay attention to. Source: Marketwatch.com Date: Jan 07, 2014 Link: http://www.marketwatch.com/story/four-charts-that-explain-the-2014-market-so-far-2014-01-07 Questions… Read more »

Apple Users Spent $10 Billion on Apps in 2013

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

Description: Apple (AAPL) offered one of its periodic check-ins on activity in the App Store Tuesday, and announced that its users spent $10 billion last year in the App Store, with $1 billion coming in December alone. Source:  Businessweek.com Date: Jan 07, 2014 Link: http://www.businessweek.com/articles/2014-01-07/apple-users-spent-10-billion-on-apps-in-2013 Questions for Discussions: What is the financial significance of the… Read more »

UPDATE 4-JPMorgan to pay over $2 billion to settle Madoff case

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

Description:  JPMorgan Chase & Co will pay more than $2 billion of penalties to settle charges by U.S. federal authorities that it failed to report suspicious activity involving Bernard Madoff’s Ponzi scheme. Source:  Reuters.com Date: Jan 07, 2014 Link: http://in.reuters.com/article/2014/01/07/jpmorgan-madoff-deal-idINL2N0KH0ZP20140107 Questions for Discussions: Summarize the illegal behaviors for which the bank is being fined. Why… Read more »

Exclusive: Does It Make Any Sense for Overstock.com to Accept Bitcoin?

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

Description: Right now, merchants seem to accept Bitcoin for three main reasons: They want press coverage, they’re libertarian fellow travelers, or they’re selling drugs. Assuming that last one doesn’t apply to Overstock.com (OSTK), its announcement that it will begin accepting Bitcoin by mid-2014 seems to be some mix of the first two reasons. The online… Read more »

Volcker Rule Got Tougher on Hedges, Softer on Trader Pay

Posted by & filed under Growth & Valuation, Management Issues.

Description: U.S. regulators made a few identifiable changes to the Volcker rule they approved yesterday after two years of lobbying and negotiation. One is the addition of the word “identifiable.” Source: Bloomberg.com – video report Date: Dec 10, 2013 Link: http://www.bloomberg.com/news/2013-12-11/volcker-rule-got-tougher-on-hedges-softer-on-trader-pay.html Questions for Discussions: Explain the Volker Rule. What impact do you think it will… Read more »

Exclusive: The Inside Story of GM’s Comeback and Mary Barra’s Rise

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

Description: Dan Akerson, the chairman and chief executive officer of General Motors (GM), arrives at the company’s Technical Center on Nov. 13 to address about 1,000 engineers and designers. Source:  Businessweek.com Date: Dec 11, 2013 Link:  http://www.businessweek.com/articles/2013-12-12/exclusive-the-inside-story-of-gms-comeback-and-mary-barras-rise Questions for Discussions: How was GM saved? Is the current financial structure sound? Does the firm have the… Read more »