Description: Motorola Mobility Holdings Inc. had rallied 40 percent from its spinoff when Adnaan Ahmad started covering the stock with a “sell†rating. The mobile-phone maker has lost nearly all its gain since his Jan. 21 report. Source: Businessweek.com Date: 05/20/2011 Link: http://www.businessweek.com/news/2011-05-20/analysts-punished-as-fewer-than-1-of-sells-work-since-2009.html Questions for discussion: Summarized the essence of the report with respect to… Read more »
Posts Tagged: Risk Management
It Teetered, It Tottered, It Was Bound to Fall Down
Description: This article was adapted from “Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon,†by Gretchen Morgenson, a business reporter and columnist for The New York Times, and Joshua Rosner, a managing director at the independent research consultant Graham Fisher. The book is to be published on Tuesday by Times Books…. Read more »
Gap, Aeropostale unraveled
Description: While they might not portend the End Times, signs of Friday’s route of the low-end retailers could certainly be discerned months ago in the commodities markets. Source: Marketwatch.com Date: 05/20/2011 Link: http://www.marketwatch.com/story/gap-aeropostale-unraveled-2011-05-20 Questions for discussion: Summarize the issues raised in the report about commodities and the performance of these companies. What do you think… Read more »
OpenTable, broken stock? A lesson in the dangers of tech IPOs
Description: The company has done nearly everything right, but it’s dangerously overvalued, even for a tech company. Should Facebook, LinkedIn, and Groupon take heed? Source: Fortune.com Date: 05/13/2011 Link: http://tech.fortune.cnn.com/2011/05/13/opentable-broken-stock-a-lesson-in-the-dangers-of-tech-ipos/ Questions for discussion: Summarized the essence of the report with respect to the lessons that might be learned for other technology IPOs. Do you agree… Read more »
Health Insurers Making Record Profits as Many Postpone Care
Description: The nation’s major health insurers are barreling into a third year of record profits, enriched in recent months by a lingering recessionary mind-set among Americans who are postponing or forgoing medical care. Source: NYTimes.com Date: 05/13/2011 Link: http://www.nytimes.com/2011/05/14/business/14health.html?ref=business Questions for discussion: Summarize the financial relationships between health insurers, providers, and clients? What is the… Read more »
Housing crash is getting worse: report
Description: If you thought the housing crisis was bad, think again. Source: Marketwatch.com Date: 05/09/2011 Link: http://www.marketwatch.com/story/housing-crash-is-getting-worse-2011-05-09?siteid=nwtwk Questions for discussion: Summarize the issues raised in the report. What is your view about residential real estate prices and their influence on the economy? How would you approach this market, as an investor in builders?
Preventing Future Flash Crashes all but Impossible
Description: MarketWatch columnist Mark Hulbert says research suggests massive stock slumps such as the “flash crash” can’t be prevented and remain a rare, but consistent feature of all stock markets. Source: Moneywatch.com – video report Date: 05/05/2011 Link: http://www.marketwatch.com/video/asset/preventing-future-flash-crashes-all-but-impossible/0E8C8C79-1A17-45AE-AA67-68B6722D0696 Questions for discussion: What does the research suggest about stock market behavior? How should investors respond… Read more »
Shouting into the unfunded abyss
Description: When the founder of an unheralded startup offered a cri de coeur about the inanities of the funding process, he heard hundreds of voices crying back. Source: Fortune.com Date: 05/06/2011 Link:Â http://tech.fortune.cnn.com/2011/05/06/adam-neary-profitably-shouting-into-the-unfunded-abyss/ Questions for discussion: Summarized the essence of the report with respect to the difficulty of finding funding. Why do you think some… Read more »
Cisco Grows Smarter
Description: As Starbucks and now Cisco have discovered, the wrong kind of expansion reaps painful contractions Source: Businessweek.com Date: 04/26/2011 Link: http://www.businessweek.com/managing/content/apr2011/ca20110421_393278.htm Questions for discussion: Summarize the issues raised in the report. What is your view about Cisco’s past and future prospects? What advice would you give management at this time?
Silicon Valley Cashes Out Selling Private Shares
Description: SecondMarket and its ilk allow investors and employees—including Facebook’s—to convert pre-IPO shares into millions. But is it healthy for startups? Source: Businessweek.com Date: 04/21/2011 Link: http://www.businessweek.com/magazine/content/11_18/b4226070179043.htm Questions for discussion: Summarize the issues raised in the report. What is your view about this behavior? Should it be prohibited?
