Description: Now that its nemesis, Dell (DELL), is going private and bowing out of the quarterly earnings spotlight, Hewlett-Packard (HPQ) finds itself at the intersection of two clichés: Misery loves company (but) breaking up is hard to do. Source: Businessweek.com Date: Feb 08, 2013 Link: http://www.businessweek.com/articles/2013-02-08/hp-investors-face-a-lonelier-road-ahead#r=hp-ls Questions for Discussions: How has HP boosted stock value… Read more »
Posts Tagged: Risk Management
Will Michael Dell become the Marlboro man of the PC age?
Description: Comment The mooted Dell takeover, the one to take it private again, is now happening. The big question is why? Why come off the public markets to operate as a private company again? The obvious and logical answer here being that the people buying the company think they can make more money this way… Read more »
What’s behind the bull market
Description: U.S. stocks are flirting with all-time highs, climbing to levels not seen since before the financial crisis. Source: CNNMoney.com Date: Jan 31, 2013 Link: http://money.cnn.com/2013/01/31/investing/stocks-bull-market/index.html?iid=Lead Questions for Discussions: What are the explanations for the bull market and return to 2007 market levels? What are the concerns going forward? What is your view of the… Read more »
Outsourcing to surge in 2013: study
Description: Love it or hate it, outsourcing is here to stay as a standard business practice. Source: SmartPlanet.com Date: Jan 28, 2013 Link: http://www.smartplanet.com/blog/bulletin/outsourcing-to-surge-in-2013-study/11466?tag=nl.e660&s_cid=e660 Questions for Discussions: Why is outsourcing popular? How does outsourcing relate to productivity, costs, and cash flow? What are the financial risks and limits to outsourcing?
Making the case for negative interest rates
Description: Former Fed official Alan Blinder talks about how to fix the economy, where the next crisis will come from, and how scared investors should be. Source: Fortune.com Date: Jan 25, 2013 Link: http://finance.fortune.cnn.com/2013/01/25/alan-blinder-interest-rates/?iid=SF_F_River Questions for Discussions: What are the major concerns and recommendations made by Alan Binder? Do you agree with his positions? What… Read more »
Why We’ll Still Never See a 100% Reserve Economy
Description: “I’m going to start with a model of a perfectly safe 100 percent reserve economy,” said Robert Lucas, “…which looks better and better to me.” Lucas, a Nobel Prize-winning economist at the University of Chicago, was speaking two weeks ago at a panel in San Diego to mark the 100th anniversary of the Federal… Read more »
Forget a broker, invest based on the Super Bowl results
Description: In fewer than two weeks, the two best teams in the National Football League will face off in New Orleans for Super Bowl XLVII. The winning team will receive the Lombardi Trophy, along with rings, hats, T-shirts and perhaps even a victory parade in its home city.But could the outcome also tell investors what’s… Read more »
Dell buyout talks advance, Silver Lake lines up banks-sources
Description: Talks to take Dell Inc private are at an advanced stage with at least four major banks lined up to provide financing, two sources with knowledge of the matter told Reuters, propelling shares of the No. 3 computer maker 7 percent higher. Source: Reuters.com Date: Jan 16, 2013 Link: http://www.reuters.com/article/2013/01/16/us-dell-deal-idUSBRE90E0XK20130116 Questions for Discussions: Explain… Read more »
No showtime at Apollo’s U. of Phoenix
Description: Shares of for profit education owners sank after University of Phoenix owner Apollo reported a decline in enrollment. Source: CNNMoney.com.com – video report Date: Jan 09, 2013 Link: http://money.cnn.com/video/investing/2013/01/09/investing-education-phoenix-apollo.cnnmoney/ Questions for Discussions: Why has Apollo’s stock fallen recently? Explain their business model and whether you think it is sustainable? Would you be an investor… Read more »
What’s at the Center of the Debate Over Herbalife
Description: In the wake of the bombshell announcement that Daniel S. Loeb’s Third Point has taken an 8.9 percent stake in Herbalife after the company’s shares were shorted by William A. Ackman of Pershing Square, the question is: Which very rich hedge fund manager is right? Source: NYTimes.com Date: Jan 10, 2013 Link: http://dealbook.nytimes.com/2013/01/10/whats-at-the-center-of-the-debate-over-herbalife/?ref=business Questions… Read more »
