Description: Cost-cutting measures have already begun. Source: Fortune.com – video report Date: May 06, 2016 Link: http://for.tn/1SUgToR Questions for discussion: Why is the company share-value falling so dramatically? Do you think the current valuation represents a buy-opportunity as the firm attempts to rebuild momentum?
Monthly Archives: May 2016
Krispy Kreme Just Agreed to a $1.35 Billion Takeover
Description: By a company that already owns stakes in coffee companies Source: Fortune.com – video report Date: May 09, 2016 Link: http://for.tn/1WVsRmS Questions for Discussions: Do you think the valuation makes sense? What are the synergies between the companies involved?
LendingClub saga may yield increased scrutiny of peer-to-peer lending
Description: Regulators expected to take fresh interest after LendingClub’s CEO ouster Source: MarketWatch.com Date: May 09, 2016 Link: http://www.marketwatch.com/story/lendingclub-saga-may-yield-increased-scrutiny-of-the-peer-to-peer-lending-2016-05-09 Questions for Discussions: What are the managerial issues at the center of this story? What lessons should be taken by all managers, regardless of the nature of their industry?
Here’s the email Bill Ackman sent to Charlie Munger to complain about his Valeant comments
Description: The Senate has published a bunch of documents pertaining to Valeant, and it is a goldmine of info. Source: BusinessInsider.com Date: May 09, 2016 Link: http://www.businessinsider.com/bill-ackman-email-to-charlie-munger-2016-5 Questions for Discussions: What can you learn by reading this email about the thinking of these top financial people? Are you surprised in any way?
Opinion: 6 favorite dividend stocks from a conservative money manager
Description: Michael Binger of Gradient Investments sells two winners and buys a rival Source: Marketwatch.com Date: May 06, 2016 Link: http://www.marketwatch.com/story/story?guid=249c1a3e-1148-11e6-bea8-a5fa7e861ac1&storyguid=249c1a3e-1148-11e6-bea8-a5fa7e861ac1&siteid=nwtwk Questions for Discussions: What is the basis of the argument that “Performance comparisons bear out the belief of many investors that sustained growth of dividends leads to superior long-term results”? Do you agree with… Read more »
This Is Why Under Armour’s Shares Are Falling Today
Description: The company’s stock dipped nearly 6% Source: Fortune.com – video report Date: May 04, 2016 Link: http://for.tn/1Nk24Px Questions for discussion: What is the connection between the exit of these executives and the stock value? Do you think the brand is loosing momentum or that the company is just looking for new ideas for growth?
Opinion: Apple should buy Tesla — and make Elon Musk CEO
Description: A combination of an operations executive such as Tim Cook and a visionary such as Elon Musk would be formidable Source: MarketWatch.com Date: May 04, 2016 Link: http://www.marketwatch.com/story/apple-should-buy-tesla-and-make-elon-musk-ceo-2016-05-02 Questions for Discussions: What do you think of this idea? How do you think investors would react to the new firm?
Sewer or Not? Valeant Pits Ackman Against Buffett in Clash
Description: Billionaires Warren Buffett and Bill Ackman couldn’t be further apart on Valeant Pharmaceuticals International Inc. Source: Bloomberg.com – video report Date: May 02, 2016 Link: http://www.bloomberg.com/news/articles/2016-05-02/sewer-or-not-valeant-pits-ackman-against-buffett-in-clash Questions for Discussions: What do you think about the business model? As an investor, how would you treat the stock today?
This is why Apple iPhone sales are tanking in China
Description: Apple’s growth dips 26% in China, while Huawei and lesser known brands like OPPO and vivo grow Source: MarketWatch.com Date: Apr 28, 2016 Link: http://www.marketwatch.com/story/story?guid=99750788-0ca9-11e6-a7b3-3908c28bf41f&storyguid=99750788-0ca9-11e6-a7b3-3908c28bf41f&siteid=nwtwk Questions for Discussions: What does the report say about the reason for Apple’s stock price decline? Do you think it represents a buy on the way down?
These Six Charts Show Investors Don’t Have Faith in U.S. Stocks
Description: While $3 trillion has been added to equities in 11 weeks and the S&P 500 has recently been points from a record, you couldn’t tell from the behavior of investors. Source: Bloomberg.com Date: May 03, 2016 Link: http://www.bloomberg.com/news/articles/2016-05-03/these-six-charts-show-investors-don-t-have-faith-in-u-s-stocks Questions for Discussions: What do you think about the analysis presented in the report? What is… Read more »
