These are some of the topics of discussion at last weeks Trefis webinar. The recording is now posted for you to view at:

January 5 Trefis Webinar

The discussion included things like,

• Why does Pepsi command a higher PE than Coke?
  
• How many subscribers does Netflix have to lose to justify the currently low stock price?
  
• How does Charles Schwab really make its money?
  
• Is the business of Bank of New York-Mellon different enough from the business of other banks that it might make an interesting investment if you are looking for a financial?
  
• Will a huge increase in Amazon kindle sales really impact their business value much?
  
• How much of the value of GE comes from selling appliances? How about from GE capital?
• What's the real value of some of the hot new IPO's like Groupon and Linked In?
• What might be the true value to Facebook when it comes to market?

If your club has talked about or invested in any of these stocks, feel free to share your clubs thoughts on any of the discussions in the presentation. I'm sure other clubs would find them interesting.

--
Laurie Frederiksen
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