Posted by & filed under Company Analysis, Industry Analysis.

Description: Herbert Hainer, Adidas CEO, says the company plans to sell off its TaylorMade and Adams brands and will focus on its footwear and apparel business.

Source: CNNMoney.com – video report

Date: May 05, 2016

Link: http://money.cnn.com/video/news/2016/05/05/adidas-ceo-golf.cnnmoney/

Questions for Discussions:

  • From a financial standpoint, why would Adidas divest from these firms?
  • Why would it continue to focus on footwear?
  • What do these decisions say about the industry?

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

Description: If the Magic Kingdom wants to find its next ruler, it might help if it weren’t quite so sprawling.

Source: Bloomberg.com

Date: May 11, 2016

Link: http://www.bloomberg.com/gadfly/articles/2016-05-11/why-disney-should-split-off-espn-abc

Questions for Discussions:

  • What are the concerns facing Disney, according to the report?
  • What are some possible scenarios?

Posted by & filed under Market Analysis.

Description: Contrarians detect a robust ‘wall of worry’ that the market can climb

Source: MarketWatch.com

Date: May 11, 2016

Link: http://www.marketwatch.com/story/big-drop-in-bullishness-for-us-stocks-could-actually-be-a-good-sign-2016-05-06

Questions for Discussions:

  • What are the arguments presented in this article?
  • Do you agree with the assessments?

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

Description: It’s a tale that could be dubbed “From Russia to Love.”

Source: Bloomberg.com

Date: May 11, 2016

Link: http://www.bloomberg.com/news/articles/2016-05-11/the-world-s-richest-airlines-can-t-get-enough-hand-me-down-jets

Questions for discussion:

  • What is motivating the purchases of older planes?
  • How does this affect the operating finances of these airlines?

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

Description: Causing investors to question his credibility

Source: Fortune.com – video report

Date: May 09, 2016

Link: http://for.tn/1rLV2sy

Questions for discussion:

  • What does the report say about the relationship between Tim Cook’s public appearances and Apple’s stock valuation?
  • What are the managerial issues related to his public appearances?

Posted by & filed under Governments & Regulators, Industry Analysis.

Description: After plunking down more than $2.5 billion for drilling rights in U.S. Arctic waters, Royal Dutch Shell, ConocoPhillips and other companies have quietly relinquished claims they once hoped would net the next big oil discovery.

Source: Bloomberg.com – video report

Date: May 10, 2016

Link: http://www.bloomberg.com/news/articles/2016-05-10/big-oil-abandons-2-5-billion-in-u-s-arctic-drilling-rights

Questions for Discussions:

  • What does the report say about Arctic exploration and resources?
  • What do you think will happen over the next decade?

Posted by & filed under Company Analysis, Financial analysis.

Description: Adjusted financial results can confuse investors, but you can use them to your advantage

Source: MarketWatch.com

Date: May 10, 2016

Link: http://www.marketwatch.com/story/how-to-keep-from-being-tricked-by-companies-funny-numbers-2016-05-10

Questions for Discussions:

  • What are the concerns expressed in this report?
  • Do you agree with the assessments?

Posted by & filed under Company Analysis, Management Issues.

Description: 7% of respondents are investing in the technology to keep up with competitors

Source: eMarketer.com

Date: May 09, 2016

Link: http://www.emarketer.com/Article/Restaurants-Invest-Technology-Improve-Overall-Efficiency/1013933#sthash.fHBRKspS.dpuf

Questions for Discussions:

  • Why are restaurants investing in these new technologies?
  • How cost-effective are these spent dollars, in your opinion?