The euro dream that became a nightmare

Posted by & filed under Economic Analysis.

Description: When countries post a 40% youth unemployment rate, you know something is terribly wrong. The last time developed countries experienced such an employment disaster was during the Great Depression, and it is a moot question as to whether the current period will prove to be worse for the southern European countries than the Great… Read more »

The Business Of Lin

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

Description:  From Knicks jersey sales to tickets on the road, many firms are profiting from Linsanity. But can it last? Source: CNNMoney.com – video report Date: 02/17/2012 Link:  http://money.cnn.com/video/news/2012/02/16/n_jeremy_lin_business.cnnmoney/ Questions for discussion: Explain the sudden financial changes to the various businesses mentioned in the report. Do you think this phenomenon can last? What strategic plans… Read more »

Apple’s Stock May Not Be as Cheap as It Looks: Weil

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

Description:  Throughout the extraordinary surge in Apple Inc. (AAPL)’s share price, a persistent question has lingered: Why is the stock still so cheap? One overlooked answer may be that Apple’s accounting isn’t as conservative as it used to be. Source: Bloomberg.com Date: 02/16/2012 Link:  http://www.bloomberg.com/news/2012-02-17/apple-s-stock-may-not-be-as-cheap-as-it-looks-jonathan-weil.html Questions for discussion: Summarize the highlights of the report. Do you… Read more »

Jay Bryan: Investing risk hides where you least expect

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

Description:  Bonds riskier than stocks? Surely that’s crazy talk. It turns upside-down what seems to be a fundamental rule of investing. Source: MontrealGazette.com Date: 02/11/2012 Link:  http://www.montrealgazette.com/business/Bryan+Investing+risk+hides+where+least+expect/6147612/story.html#ixzz1meczIACn Questions for discussion: What are the key points made in this report? Do you agree with the assessments presented?

Diamond Foods Debacle May Crack Open a MAC

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

Description:  A rare event occurred late on Wednesday in the deal world. Diamond Foods, the seller of Emerald snack nuts, announced it would restate its financial results for two years. It also placed its chief executive, Michael J. Mendes, and its chief financial officer, Steven M. Neil, on administrative leave. Source: NYTimes.com Date: 02/09/2012 Link: … Read more »

McDonald’s shows healthy sales growth in U.S. and abroad

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

Description:  McDonald’s (MCD) said Wednesday that a key revenue figure climbed 6.7% in January as U.S. customers spent more on breakfast, beverages and its new Chicken McBites. Source: USAToday.com Date: 02/08/2012 Link:  http://www.usatoday.com/money/industries/food/story/2012-02-08/mcdonalds-january-sales/53007014/1 Questions for discussion: Summarize the highlights of the report. Do you think McDonald’s strategy for growth will be attractive to investors?

Apple shares near $500-mark

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

Description:  It’s hard to take your eyes off Apple Inc. (AAPL-Q495.041.870.38%)these days: The shares hit a new record high of $495 (U.S.) on Thursday, bringing the total gains to about 18 per since the technology company announced stunning quarterly results in January. Source: GlobeandMail.com Date: 02/09/2012 Link:  http://www.theglobeandmail.com/globe-investor/markets/markets-blog/apple-shares-near-500-mark/article2332387/ Questions for discussion: Do you agree with… Read more »

At Credit Suisse, Toxic Bonuses Turn into Gold

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

Description:  At the depths of the financial crisis, senior bankers at Credit Suisse Group (CS) received $5.05 billion of junk-grade loans and commercial-mortgage-backed bonds as part of their annual bonuses. Those assets, considered long-shot investments when they were transferred to an internal employee fund in late 2008, offered the Swiss investment bank a way to… Read more »

Why you shouldn’t blame ETFs for wild markets

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

Description:  Critics say the popular funds are causing stocks to swing wildly together. Finding proof is another matter. Source: Fortune.com Date: 01/27/2012 Link:  http://finance.fortune.cnn.com/2012/01/27/etfs-market-swings/?iid=SF_F_Lead Questions for discussion: Summarize the reasons ETFs are blamed. Do you agree with these views?