Can bank stocks bail out your portfolio?

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Year’s tumble lures value seekers, but they could be a trap Source:  Marketwatch.com Date: 10/21/2011 Link:   http://www.marketwatch.com/story/can-bank-stocks-bail-out-your-portfolio-2011-10-21 Questions for discussion: Summarize the main points presented in this report. Do you agree with the analysis and conclusions?

What Really Has Wall Street Worried

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

Description:  It isn’t Occupy Wall Street. It’s the prospect of a shifting market and pay cuts and layoffs Source: Businessweek.com Date: 10/20/2011 Link:  http://www.businessweek.com/magazine/what-really-has-wall-street-worried-10202011.html Questions for discussion: Summarize the key points in this report? Do you agree with the views presented? Do you think banks misbehaved – causing the crisis? Do you expect players to… Read more »

Groupon Initial Offer May Value Founder Lefkofsky’s Stake at $2.3 Billion

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

Description:  Groupon Inc. founder and Chairman Eric Lefkofsky may parlay a $1 million check to co-founder Andrew Mason four years ago into a stake worth $2.3 billion when the daily-deal site sells shares to the public next month. Source:  Bloomberg.com Date: 10/22/2011 Link:   http://www.bloomberg.com/news/2011-10-21/groupon-ipo-may-value-stake-held-by-chairman-lefkofsky-s-at-2-3-billion.html Questions for discussion: Given the information in this report, how should… Read more »

Google’s domination paying off

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

Description:  Shares of the search giant are soaring after Google reports a big jump in earnings, ad revenue and number of users. Source:  CNNMoney.com – video report Date: 10/14/2011 Link:  http://money.cnn.com/video/markets/2011/10/14/mkts_am_goog_earnings.cnnmoney/ Questions for discussion: Summarize the financial highlights presented in the report. Do you believe that Google’s revenues will continue to grow at this rate?… Read more »

U.S. Stocks Slump as Germany Damps Optimism on Crisis Solution

Posted by & filed under Company Analysis, Economic Analysis, Market Analysis.

Description:  U.S. stocks advanced, giving the Standard & Poor’s 500 Index its biggest weekly gain since July 2009, as retail sales beat economists’ estimates and the Group of 20 nations began discussions on Europe’s debt crisis. Source: Bloomberg.com Date: 10/14/2011 Link:  http://www.bloomberg.com/news/2011-10-14/u-s-stock-futures-gain-before-economic-data-google-climbs.html Questions for discussion: Summarize the key points in this report? What do you… Read more »

Firing Steve Jobs was “a terrible mistake”

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

Description:   Former Apple CEO John Sculley reflects on how Steve Jobs recruited him to run the tech company and why its board ultimately fired Jobs in 1985. Source: CNNMoney.com – video report Date: 10/06/2011 Link:  http://money.cnn.com/video/news/2011/10/06/t_gc_sculley_jobs.cnnmoney/ Questions for discussion: According to John Sculley, what sort of businessman and entrepreneur was Steve Jobs? Do you think… Read more »

Apple stock under the Jobs’ reign

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

Description:  You’d be rich if you bought 100 shares of Apple back in 1997, when they were going for $4 apiece.  CNN’s Carter Evans discusses how Steve Jobs transformed Apple. Source:  CNNMoney.com – video report Date: 10/06/2011 Link:  http://money.cnn.com/video/markets/2011/10/06/mkts_am_apple_jobs.cnnmoney/ Questions for discussion: Summarize the financial highlights presented in the report. Do you believe that Apple… Read more »

Toyota Said to Tell Partsmakers to Cut Prices

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Description:  Toyota Motor Corp. (7203), Asia’s biggest carmaker, is telling parts suppliers in Japan to slash prices or face being replaced by overseas rivals as the yen’s value appreciates, four people involved with the discussions said.. Source: Bloomberg.com Date: 10/07/2011 Link:  http://www.bloomberg.com/news/2011-10-07/toyota-said-to-tell-partsmakers-in-japan-to-slash-prices-as-yen-advances.html Questions for discussion: Explain the connection between the value of the Japanese currency… Read more »

BullHorn: Battle of the tech heavyweights

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Description:   Apple or Amazon? IBM or HP? Three out of the four are knock-out stocks. Can you guess who has the glass chin? Source: CNNMoney.com – video report Date: 09/27/2011 Link:  http://money.cnn.com/video/markets/2011/09/27/mkts_bh_tech_heavyweights.cnnmoney/ Questions for discussion: Summarize the highlights reported for each firm. Do you agree with the conclusions reported? What advice would you suggest to… Read more »

Market undergoing huge change

Posted by & filed under Economic Analysis.

Description:  Believe it or not, the stock and bond markets are behaving in a way that, with only one exception at the depths of the 2008-2009 credit crisis, they have not since 1958—53 years ago: The stock market’s dividend yield is now above the interest rate on the 10-year Treasury note Source:  Marketwatch.com Date: 09/30/2011… Read more »