Groupon: Investor Beware!

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

Description:  In his On the Mark segment, Evan Newmark says Friday’s Groupon IPO should be waded through with caution by investors, because it is another example of Wall Street shenanigans. Source: Marketwatch.com – video report Date: 11/04/2011 Link:  http://www.marketwatch.com/video/asset/groupon-investor-beware/5DE4D58B-F543-470C-880B-4F2183A8AE19 Questions for discussion: Summarize the reasons presented why investors should stay away from this stock. Do… Read more »

Could Shale Gas Reignite the U.S. Economy?

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

Description:  Unlocking vast reserves of shale gas could solve the energy crisis, the jobs crisis, and the deficit. Now, about fracking’s safety … Source: Businessweek.com Date: 11/03/2011 Link:  http://www.businessweek.com/magazine/could-shale-gas-reignite-the-us-economy-11032011.html Questions for discussion: Summarize the key points in this report? What are the economic forces at play favoring development of shale gas? What are the forces… Read more »

China’s vanishing factory bosses

Posted by & filed under Market Analysis.

Description:  No one believed more fervently in China’s economic miracle than the residents of this pretty coastal city, which produces shoes, eyeglasses and cigarette lighters sold around the world. The good times of the past decade made many in Wenzhou rich, and residents repeatedly doubled their bets, pouring their earnings and more into stock markets… Read more »

Fred Hickey: Betting on Nokia

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

Description:     Fred Hickey, editor of The High-Tech Strategist, says (at Barron’s 2011 Art of Successful Investing conference) that Nokia’s smartphones based on the Windows operating system could be a big hit with consumers and help revive Nokia shares. Source: Marketwatch.com – video report Date: 10/29/2011 Link:  http://www.marketwatch.com/video/asset/fred-hickey-betting-on-nokia/456219F3-BA45-4C50-8554-60670E7F0EF7 Questions for discussion: Summarize the industry analysis presented… Read more »

Good Luck, Groupon: Tough IPO Market

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

Description:  The world’s IPO market is officially on the skids right now, according to a new report from Thomson Reuters. What does it mean for companies like Groupon and Zynga? Scott Austin discusses on Digits. Source: Marketwatch.com – video report Date: 10/28/2011 Link:  http://www.marketwatch.com/video/asset/good-luck-groupon-tough-ipo-market/E65A3FF6-881A-48D5-95EB-3C6F0E82835A Questions for discussion: Why has the IPO market been so weak… Read more »

Cross-border pipeline may change oil’s landscape

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

Description: A proposed pipeline stretching from Canada to the United States may contribute to a rise in the nation’s prices for oil, and has the potential to significantly change the landscape of the market. Source:  Marketwatch.com Date: 10/28/2011 Link:   http://www.marketwatch.com/story/cross-border-pipeline-may-change-oils-landscape-2011-10-28 Questions for discussion: Summarize the main points presented in this report. Do you agree with… Read more »

Alaska’s Billion Dollar Mountain

Posted by & filed under Economic Analysis, Industry Analysis, Management Issues, Market Analysis.

Description:  The story of one man who used a little persuasion—and a lot of luck—to win the rights to millions of tons of rare earths Source: Businessweek.com Date: 10/27/2011 Link:  http://www.businessweek.com/magazine/alaskas-billion-dollar-mountain-10272011.html Questions for discussion: Summarize the key points in this report? What did you learn about the industry from an “on the ground” point of… Read more »

Avon’s Jung Under Scrutiny as SEC Starts Second Investigation

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

Description:  With the U.S. Securities and Exchange Commission probing Avon Products Inc. (AVP)’s dealings with analysts, Andrea Jung may be facing the toughest challenge of her 12-year tenure as chief executive officer. Source:  Bloomberg.com Date: 10/28/2011 Link:   http://www.bloomberg.com/news/2011-10-28/avon-s-jung-under-scrutiny-as-sec-starts-second-investigation.html Questions for discussion: Summarize the problems facing the firm? How have investors reacted to the investigations? How… Read more »

Apple’s Unique Problem: High Profits Disappoint

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

Description:  Maker of iPhones and iPads posts earnings growth of more than 50% for the quarter, but even though consumers were seen likely holding off to wait for the new iPhone, expectations were very high, tech editor Dan Gallagher tells Stacey Delo. Source: Marketwatch.com – video report Date: 10/18/2011 Link:  http://www.marketwatch.com/video/asset/apple-unique-problem-high-profits-disappoint/A0D61159-0A23-4548-8697-DF3B2477C301 Questions for discussion: Summarize… Read more »