Description: The Department of Justice reportedly has concerns the merger would be too large in the cable and broadband market. Source: Fortune.com – video report Date: April 21, 2015 Link: http://for.tn/1cV6c7m Questions for Discussions: What are the concerns over this deal? Do you believe they are justified? How should investors deal with the possible outcomes?
Monthly Archives: April 2015
Description: Bloomberg’s Brian Womack and Paul Sweeney discuss the mounting challenges that Marissa Mayer will face in Yahoo’s turnaround plan with Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: April 21, 2015 Link: http://bloom.bg/1yPAWjZ Questions for Discussions: What are the financial problems at Yahoo!? What do investors want to see?… Read more »
Description: The company divested in their Korean subsidiary Ticket Monster. Fortune’s Andrew Nusca and Erin Griffith examine whether this decision will please stockholders. Source: Fortune.com Date: April 20, 2015 Link: http://for.tn/1cRYv1x Questions for Discussions: Do you think the strategy is a good one for the company or for existing stockholders? How should investors consider the… Read more »
Description: In July 2013, executives from the three companies that co-owned Hulu — Comcast, 21st Century Fox and Walt Disney — had a conversation about their joint venture. Hulu, the video streaming service, had been on the auction block, and lucrative bids had come in from two Comcast rivals, AT&T and the satellite operator DirecTV,… Read more »
Description: McDonald’s Corp. Chief Executive Officer Steve Easterbrook promised to give details of his turnaround plan for the struggling chain next month, following another quarter of declining sales and profit. Source: FinancialPost.com/Bloomberg.com Date: April 22, 2015 Link: http://business.financialpost.com/investing/mcdonalds-ceo-promises-turnaround-plan-after-six-straight-quarters-of-slumping-sales Questions for Discussions: Why did the stock jump on the news of a plan? Do you think… Read more »
Description: No, it’s not the Christmas season. The company’s CEO tells CNNMoney what holidays Party City makes the most money from. Source: CNNMoney.com – video report Date: April 16, 2015 Link: http://money.cnn.com/video/investing/2015/04/16/party-city-ipo.cnnmoney/ Questions for Discussions: Do you consider this company a good buy? How does the company generate revenues? Evaluate the risk for investors in… Read more »
Description: Eric Shoenstein of the Jensen Quality Growth Fund favors “all weather” companies that excel in good times and bad Source: WSJ.com – video report Date: April 16, 2015 Link: http://www.wsj.com/video/the-bullish-case-for-nike-and-medtronic/876DCCC5-7769-4672-B7ED-638A89EFB131.html Questions for Discussions: What does Eric Shoenstein look for in a company? Do you like his picks in this report?
Description: If investors ever stop betting on opportunity and promise, things could get pretty scary for Netflix investors. Source: MarketWatch.com Date: April 16, 2015 Link: http://www.marketwatch.com/story/a-possible-netflix-horror-story-in-4-charts-2015-04-16?dist=afterbell Questions for Discussions: What does each of the charts say about Netflix? Do you agree with the warnings and concerns?
Description: Stanley Druckenmiller, the man who broke the Bank of England and made $1 billion in 1992 by selling the British pound with his colleague George Soros, is worried about today’s economy. Source: Bloomberg.com Date: April 13, 2015 Link: http://www.bloombergview.com/articles/2015-04-13/yes-worry-about-the-stock-market Questions for discussion: What is the basis for his concern? Do you agree with his… Read more »
Description: This week, I thought I would provide an update on a company I’ve written about a few times over the years: CarMax. The company is the United States’ largest retailer of used vehicles. Headquartered in Richmond, Va., CarMax operates 146 used car stores in 74 markets. The CarMax consumer offer features low, no-haggle prices, a… Read more »