Description: Food security is behind ChemChina’s $43 billion takeover of Syngenta. Source: Fortune.com – video report Date: April 21, 2017 Link: http://for.tn/2pWStmR Questions for discussion: How is this acquisition different from other M&A deals that have taken place in this industry? How do you think Chinese government ownership will influence the firm and the industry… Read more »
Posts Categorized: Company Analysis
Description: Rarely do you get the chance to buy one of Berkshire Hathaway CEO Warren Buffett’s favorite stocks on sale. But that’s the case now with Wells Fargo. Source: MarketWatch.com Date: April 21, 2017 Link: http://www.marketwatch.com/story/one-of-warren-buffetts-favorite-stocks-is-now-selling-at-a-big-discount-2017-04-20?siteid=nwtwk Questions for discussion: Summarize the analysis and advice. Do you agree?
Description: SAN FRANCISCO (AP) — Netflix is on the verge of surpassing 100 million global subscribers, a testament to how much the video streaming service has changed the entertainment landscape since its debut a decade ago. Source: AssociatedPress.com Date: April 17, 2017 Link: http://hosted.ap.org/dynamic/stories/U/US_NETFLIX_MAJOR_MILESTONE?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT Questions for discussion: Summarize the key financial information provided in this… Read more »
Description: Investors should buy Costco shares because it is one of the few retailers that can succeed versus e-commerce competition, according to Barclays, which upgraded the wholesale club chain to overweight from equal weight. Source: CNBC.com Date: April 21, 2017 Link: http://www.cnbc.com/2017/04/21/heres-why-costco-may-be-the-one-company-amazon-cant-destroy.html Questions for discussion: Which financial factor do you believe is most important in… Read more »
Description: United has lost $570 million in market cap this week, while Warren Buffett may have lost over $50 million on his investment Source: MarketWatch.com – video report Date: April 14, 2017 Link: http://www.marketwatch.com/story/united-airlines-bad-week-cost-buffett-and-other-investors-millions-2017-04-13?mod=MW_story_top_stories Questions for discussion: Explain the sudden drop in stock value. Do you think this situation presents an opportunity for investors to… Read more »
Description: John O’Connell, chairman and CEO at Davis Rea, discusses BlackBerry. Source: BNN.ca – video report Date: April 11, 2017 Link: http://www.bnn.ca/video/john-o-connell-discusses-blackberry~1099714 Questions for discussion: Summarize the the analysis and advice. Do you agree?
Description: The ride-hailing giant opens up about its financials for the first time in an interview with Bloomberg. Source: Bloomberg.com Date: April 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-04-14/embattled-uber-reports-strong-sales-growth-as-losses-continue Questions for discussion: What does the report say abount Uber’s financials? On the whole, should the firm’s investors be satisfied? How will this disclosure affect any future IPO?
Description: The brand wants to become a luxury conglomerate. Source: Fortune.com – video report Date: April 06, 2017 Link: http://for.tn/2p5lEEb Questions for Discussions: Do you think this consolidation in the industry will be successful? Do you think the firm should wait to acquire declining brands at lower stock prices?
Description: Including its flagship store in NYC. Source: Fortune.ca- video report Date: Apr 05 , 2017 Link: http://for.tn/2nYLziQ Questions for Discussions: What does this report say to investors? Do you think the financial adjustments are sufficient to allow the firm to recover and grow again one day? Would a merger make sense?
Description: As Tesla shares surged past $300 this week and the company’s market value surpassed Ford’s, even its founder, Elon Musk, acknowledged on Twitter that the company was “absurdly overvalued if based on the past.” Source: NYTimes.com Date: Apr 06, 2017 Link: https://www.nytimes.com/2017/04/06/business/tesla-story-stocks.html?_r=0 Questions for discussion: What is the basis of Tesla’s valuation today? Do… Read more »