Dividend not in CGI Group’s plans: CEO

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

Description: Paying a dividend to shareholders is not the right use of its money, CGI Group (CGI-T 16.44 -0.05 -0.3%) chief executive Michael Roach tells BNN, as the company, which was recently crowned Canada’s biggest technology firm, builds up funds for potential acquisitions.   CGI shareholders, along with the stockholders of most publicly-traded companies, have… Read more »

Investors Should Be Wary of Bonds

Posted by & filed under Market Analysis.

Description:  USB Chief U.S. Equity Strategist Harvey Golub discusses bonds and his investment strategy. He speaks on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 08, 2013 Link: http://bloom.bg/X3GBju Questions for Discussions: What does this report say about risk and investing in bonds today? What should investors seeking to avoid… Read more »

Imagining a Swap Meet for E-Books and Music

Posted by & filed under Financial analysis, Financial Planning, Management Issues.

Description:   The paperback of “Fifty Shades of Grey” is exactly like the digital version except for this: If you hate the paperback, you can give it away or resell it. If you hate the e-book, you’re stuck with it. Source:  NYTimes.com Date: Mar 07, 2013 Link: http://www.nytimes.com/2013/03/08/technology/revolution-in-the-resale-of-digital-books-and-music.html?hpw&_r=0 Questions for Discussions: How will the new sharing… Read more »

JCPenney: It’s a fire sale!

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis.

Description:  The retail giant is bleeding money and CEO Ron Johnson is having trouble turning the company around. Source: CNNMoney.com – video report Date: Feb 28, 2013 Link: http://money.cnn.com/video/investing/2013/02/28/investing-buzz-jcpenney-ron-johnson.cnnmoney/ Questions for Discussions: What does this report suggest is happening to JCPenney stock value and why? Do you think the firm can succeed in the current… Read more »

A Revolutionary Marketing Strategy: Answer Customers’ Questions

Posted by & filed under Financial analysis, Financial Planning, Management Issues.

Description:   It is an indelible image of the financial crisis: a bird’s-eye view of the backyards of foreclosed houses, their in-ground pools festering with algae and mosquitoes. In Northern Virginia, Marcus Sheridan was in the financial storm. Source:  NYTimes.com Date: Feb 27, 2013 Link: http://www.nytimes.com/2013/02/28/business/smallbusiness/increasing-sales-by-answering-customers-questions.html?ref=smallbusiness Questions for Discussions: How should financial managers structure budgeting for… Read more »

Focus on Funds: Gold Tanks

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

Description:  Jack Otter and Brendan Conway on why the price of gold has been falling, and what triggered the most recent selloff. Source: WSJ.com – video report Date: Feb 21, 2013 Link: http://on.wsj.com/15yzEYz Questions for Discussions: What does this report suggest is happening to gold markets? Do you agree with the analysis presented? What does… Read more »

In Dell’s Waning Cash Flows, Signs of Concern

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

Description:   The proposed Dell buyout may be motivated more by fear than greed. Source:  NYTimes.com Date: Feb 22, 2013 Link: http://dealbook.nytimes.com/2013/02/22/in-dells-waning-cash-flows-signs-of-concern/?ref=business Questions for Discussions: What are the possible scenarios for Dell investors? Do you believe Dell management is facing a financial crisis? What do you think management will try to do with Dell as a… Read more »

Bridgewater Bets World Stocks Get Lift on Cash

Posted by & filed under Management Issues, Market Analysis.

Description:  Bridgewater Associates the $140 billion hedge fund founded by Ray Dalio, is betting on global stocks and oil as it expects money to move into equities and other assets amid increased economic confidence. Kelly Bit reports on Bloomberg Television’s “Money Moves.”(Source: Bloomberg) Source: Bloomberg.com – video report Date: Feb 12, 2013 Link: http://bloom.bg/14QzkTG#ooid=ZyaDRiOTrQkZ2F0tIDdotR2k3Xkn6-DW Questions… Read more »

U.S. Homeowners Are Repeating Their Mistakes

Posted by & filed under Governments & Regulators.

Description:  If there’s one thing Americans should have learned from the recession, it’s the importance of diversifying risk. Middle-class households had too much of their net worth tied up in their homes and were too exposed to stocks through 401(k)s and other investments. Source:  Businessweek.com Date: Feb 14, 2013 Link: http://www.businessweek.com/articles/2013-02-14/u-dot-s-dot-homeowners-are-repeating-their-mistakes#r=hp-lst Questions for Discussions: What… Read more »

Berkshire and 3G Capital in a $23 Billion Deal for Heinz

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

Description:  Just days ago, the fate of a 144-year-old American icon was being hashed out in a Pittsburgh conference room as executives spoke by phone to representatives of two global billionaires who went by the code names “Owl” and “Goose.” Source:  NYTimes.com Date: Feb 15, 2013 Link: http://dealbook.nytimes.com/2013/02/14/berkshire-and-3g-capital-to-buy-heinz-for-23-billion/ Questions for Discussions: Describe the finiancial structure… Read more »