Cody Willard: Why Apple is going to $2,000

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

Description: Cody Willard makes his case for Apple at $2,000 and explains why it could be the first $2 trillion company in market cap. Source: Moneywatch.com – video report Date: 05/11/2011 Link: http://www.marketwatch.com/video/asset/cody-willard-why-apple-is-going-to-2000/4C6F5D5C-B4BC-4737-871C-E5DA3D667949 Questions for discussion: Summarize the reasons given by the analyst that support his belief in Apple stock rising to such extraordinary levels…. Read more »

OpenTable, broken stock? A lesson in the dangers of tech IPOs

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

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 »

Housing crash is getting worse: report

Posted by & filed under Economic Analysis, Financial Planning, Growth & Valuation.

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

Posted by & filed under Governments & Regulators.

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 »

Oil price collapse pays off for one speculator

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

Description: For the last several weeks, oil trader Stephen Schork has been betting that prices would fall. Instead, they kept rising. And every day they ticked higher, he lost money. Source: CNNMoney.com Date: 05/06/2011 Link: http://money.cnn.com/2011/05/06/markets/oil_prices_speculators/index.htm Questions for discussion: How did Stephen Schork decide that the time was ripe for shorting oil? What contributed to… Read more »

Shouting into the unfunded abyss

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

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:  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 »

Japan’s 4.5 trillion yen jump start

Posted by & filed under Economic Analysis.

Description: Japan is preparing a supplemental budget of 4.5 trillion yen to help the country recover from lost production due to the tsunami. Source: CNNMoney.com – video report Date: 04/28/2011 Link: http://money.cnn.com/video/news/2011/04/28/n_japan_economy.cnnmoney/ Questions for discussion: Summarize the economic and business situation in Japan. Do you believe the projections are likely to be true? Which businesses… Read more »

Sokol: Berkshire shareholders react

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

Description: At Berkshire Hathaway’s annual meeting in Omaha, shareholders have very different opinions about David Sokol. Source: CNNMoney.com – video report Date: 04/30/2011 Link:  http://money.cnn.com/video/news/2011/04/30/n_buffett_sokol_shareholders.cnnmoney/ Questions for discussion: Judging from the interviews with stockholders, do you think the firm’s management is being questioned? Do you think the stock value is being affected? How might this… Read more »

Cisco Grows Smarter

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

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?