Tupperware Brands Corp. (TUP) Analysis Finished & Working on Kimberly-Clark (KMB)

Done with the analysis for TUP (Tupperware Brands Corp.). Working on the valuation for Kimberly-Clark (KMB). The team and I are done with our first analysis, but the finals week pushed us back a little. We will have both of the analysis up on the website this coming week. 

Tupperware Brands Corp: My projection

Current Price	$55.17
Target Price	$71.50

Yahoo! Finance Price Target Summary

Mean Target:            $73.13
Median Target:         $73.00
High Target:              $80.00
Low Target:              $66.00
No. of Brokers:        8

- Saliq Khan -

Discussion Topic for 10/17/2011 & 10/18/2011 (Thu & Friday)

Morgan Stanley swings to profit

http://www.reuters.com/article/2011/10/19/us-morganstanley-idUSTRE79I2I120111019

1 What’s the impact of accounting adjustments on the 3^rd quarter report of Morgan Stanley?

2. Compared with Goldman Sacks which reports a rare loss yesterday, how did Morgan Stanley manage to survive with a profit? 

3. Which business contributed the most excluding accounting adjustment? While Morgan Stanley is suffering from a conflicting shared leadership between Colm Kelleher and Paul Taubman, how do you predict the future strategy of the company?

4. What’s Morgan Stanley’s exposure to European counties at the end of the 3^rd quarter? What are the exposures of other big bank to the distressed countries (list at least 4 banks which just reported their 3^rd quarter performance)?






--
Lorena Li

Richard Bernstein - Turn America Into a Giant 'Enterprise Zone'

I started liking Richard Bernstein ever since I started reading his reports while I was working at Merrill Lynch.  Of all the economists that are out there, he appeared to be the only one who was right more often than he was wrong.

Bernstein wrote in the Financial Times about "Turn(ing) America into a Giant Enterprise Zone."  He mentions that the U.S. needs to move away concentrating on an economy that is driven by consumption and move towards building an economy which is more focused on production and exports.  I have been saying this (clearly not loud enough and without much credibility....just yet!) for a while now and believe that exports and production is going to have a sizable impact on the U.S. economy.

Bernstein mentions that we need to focus on creating an economy that is attracting international firms to build facilities in the United States and to hire domestically.  Giving these firms tax incentives will benefit the U.S. and will allow the government to realize tax revenue from the jobs which are created.  These new jobs will spur growth in their respective states, and allow the states, and the federal government to shrink the budget deficit.  The element which is very attractive is that it will cost nothing to try this technique and will only benefit the economy.


Read below:
http://rba-llc.com/pdf/TurnAmericainToAGiantEnterpriseZone.pdf

- Saliq Khan -

The Sages by Charles R. Morris

Just started reading The Sages by Charles Morris and am looking forward to reading what Morris has to say about the investment styles of Warren Buffett, George Soros and Paul Volcker.

 

- Saliq Khan