Charter lands deal with Time Warner Cable

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Description: Charter announced its intent to buy Time Warner Cable in a deal valued at $78.7 billion inclusive of debt. Source: Fortune.com – video report Date: May 27, 2015 Link: http://for.tn/1eqG8lb Questions for Discussions: Summarize the highlights of the merger? Do you think it is a good deal for both firms and their investors?

Michael Kors is no longer in fashion

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Description: The handbag wars are hurting Michael Kors. Same-store sales fell and the outlook is not good. Shares are languishing on Wall Street’s discount rack. Source: CNNMoney.com – video report Date: May 27, 2015 Link: http://money.cnn.com/video/investing/2015/05/27/michael-kors-buzz.cnnmoney/ Questions for Discussions: Why has the stock performed poorly? What should management do to increase same-store sales? Do you… Read more »

Adidas’ image problem

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Description: Fortune’s Dan Roberts takes a shot on goal at the sports retailer’s turnaround. Source: Fortune.com – video report Date: May 22, 2015 Link: http://for.tn/1FE8VwT Questions for Discussions: How has Adidas performed in comparison to competitors? What are the explanations provided in this report? Is the market too crowded for this brand? Would you be… Read more »

Why Lehman Brothers Lives On

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Description: The repercussions of Lehman Brothers’ bankruptcy can still be felt. It has been almost seven years since the firm’s failure started a global financial crisis and deep recession in most developed countries. Yet the real damage is only now becoming clear. Source: NYTimes.com Date: May 27, 2015 Link: http://www.nytimes.com/2015/05/28/business/dealbook/why-lehman-brothers-lives-on.html?ref=dealbook Questions for discussion: What does… Read more »

Opinion: Here’s another way to spot potential health-care-stock winners

Posted by & filed under Financial analysis, Growth & Valuation.

Description: Investors typically focus on sales growth, but cash flow tells a different story Source: MarketWatch.com Date: May 27, 2015 Link: http://www.marketwatch.com/story/heres-another-way-to-spot-potential-health-care-stock-winners-2015-05-27 Questions for Discussions: What should investors look for to spot potential health-care winners, according to the report? Do you agree with this advice?