Banks get pummeled

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description:   Shares of Bank of America, JPMorgan Chase and others are hit hard following reports that a federal housing authority plans to sue a dozen or so banks for their shady mortgage dealings. Source: CNNMoney.com – video report Date: 09/02/2011 Link:  http://money.cnn.com/video/markets/2011/09/02/mkts_midday_banks_bac.cnnmoney/ Questions for discussion: Do you believe these potential lawsuits have merit? How should… Read more »

After Bruising August, Brace for September

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

Description:  September is the worst month on the calendar for stocks, with losses averaging up to 1.2%, according to MarketWatch’s Mark Hulbert, who says that after a lousy August there’s evidence September comes in worse. Laura Mandaro reports. Image courtesy of Getty Images. Source: Marketwatch.com – video report Date: 08/30/2011 Link: http://www.marketwatch.com/video/asset/after-bruising-august-brace-for-september/A32A3D02-D506-455C-956E-D9EF382243D6 Questions for discussion:… Read more »

Kodak’s Revival Effort Came Five Years Too Late, Perez Says

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

Description:  When Jim Lucanish was shopping for new inkjet presses for his Los Angeles printing company, he considered buying from Eastman Kodak Co. (EK) After all, Kodak sells widely admired digital imaging technology. On the other hand, Lucanish knew the company’s six-year-old turnaround effort was faltering, and that gave him pause. Source:  Bloomberg.com Date: 09/02/2011… Read more »

The Dell opportunity

Posted by & filed under Company Analysis, Management Issues, Market Analysis.

Description: This is the perfect moment for Dell Inc. to take over the bulk of the PC industry. Source: Marketwatch.com Date: 09/02/2011 Link: http://www.marketwatch.com/story/the-dell-opportunity-2011-09-02 Questions for discussion: Do you think Dell is well positioned to capture market share, as suggested in the report? Do you think Dell is undervalued at present? Which financial factors are… Read more »

Is the FDA killing innovation?

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

Description: Investors say the FDA’s approval process of medical devices is inefficient and opaque. The maker of a non-invasive device that’s proven to identify melanomas risks it all to tell the tale. Source: Fortune.com Date: 09/02/2011 Link:   http://finance.fortune.cnn.com/2011/09/02/melafind-fda-innovation/?iid=SF_F_Lead Questions for discussion: What does this report have to say about the affect the FDA approval process… Read more »

Apple: A decade of market dominance

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

Description:   Since Steve Jobs’ return to Apple, the stock has soared and the tech giant’s market cap has grown to surpass its rivals. Source: CNNMoney.com – video report Date: 08/26/2011 Link:  http://money.cnn.com/video/technology/2011/08/25/t_steve_jobs_apple_market.fortune/ Questions for discussion: Do you think Apple’s financial success is sustainable? Where do you see the company going in the future?

Investors stream toward Pandora

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

Description:  Shares of Pandora jump double-digits after the Internet music company reported a 117% jump in revenue in its first report since going public in June. Source: CNNMoney.com – video report Date: 08/26/2011 Link: http://money.cnn.com/video/markets/2011/08/26/mkts_midday_pandora2.cnnmoney/ Questions for discussion: Do you think the stock price is appropriate? What do you think of the business model as… Read more »

Apple Without CEO Jobs Gives Cook $28 Billion to Deal: Real M&A

Posted by & filed under Company Analysis, Management Issues.

Description:  Without Steve Jobs, Apple Inc. may start to embrace dealmaking after spending less on acquisitions than any of its biggest competitors. Source:  Businessweek.com Date: 08/26/2011 Link:  http://www.businessweek.com/news/2011-08-26/apple-without-ceo-jobs-gives-cook-28-billion-to-deal-real-m-a.html Questions for discussion: Do you think Apple can continue the same level of growth without Steve Jobs as CEO? What sorts of acquisitions do you think Apple… Read more »

5 triggers that will ignite the next bull market

Posted by & filed under Economic Analysis, Market Analysis.

Description: Watching debt, gold, banks and other catalysts that move stocks Source: Marketwatch.com Date: 08/26/2011 Link:  http://www.marketwatch.com/story/5-triggers-that-will-ignite-the-next-bull-market-2011-08-26 Questions for discussion: Summarize the main points in this report. Do you agree with the analysis? What other indicators do you think investors are waiting for before jumping into the market?

Dunkin’s Not-So-Sweet Spot

Posted by & filed under Company Analysis, Financial analysis.

Description: America might run on Dunkin’, but investors aren’t likely to get rich buying Dunkin’ Brands’ pricey shares. There are better bargains elsewhere in the restaurant sector. Source: Barrons.com Date: 08/26/2011 Link: http://online.barrons.com/article/SB50001424052702303545104576524712905829294.html?mod=mktw Questions for discussion: Do you agree with the analysis presented? What value would you set for Dunkin? Would you advise investors to… Read more »