Description: Health insurance company Cigna Corp. CI, +0.06% said Thursday it will purchase Express Scripts Holding Co. ESRX, +17.13% in a cash-and-stock deal worth $67 billion. Source: CNBC.com Date: Mar 08, 2018 Link: https://www.cnbc.com/2018/03/07/health-insurer-cigna-is-close-to-buying-express-scripts.html Questions for discussion: How does the financial structure of this merger/acqusition compare to other deals on this scale? Do you think it is a good deal for… Read more »
Posts Categorized: Company Analysis
Description: The world’s largest money manager is breaking its silence on the nation’s current gun debate. Source: CNBC.com Date: Mar 02, 2018 Link: https://www.cnbc.com/2018/03/02/blackrock-says-its-time-to-take-action-on-guns-may-use-voting-power-to-influence.html Questions for discussion: What is the significance of this decision by BlackRock? How do you think it will impact investor’s decisions?
Description: From buying his first stock at age 11 to having his face on Cherry Coke cans in China, these Warren Buffett facts might surprise you. Source: Entrepreneur.com Date: Mar 05, 2018 Link: https://www.entrepreneur.com/article/290381?utm_source=newsletter&utm_medium=email Questions for discussion: Summarize what the report has to say about Warren Buffett that relates to investment thinking? Are you surprised… Read more »
Description: Bill Ackman had vowed to take his short bet against Herbalife to the ‘end of the Earth’ Source: MarketWatch.com Date: Feb 28, 2018 Link: https://www.marketwatch.com/story/all-the-times-ackmans-1-billion-bet-against-herbalife-should-have-been-unwound-2018-02-28 Questions for discussion: What are the lessons short sellers should take away from this report? What is your opinion of Bill Ackman’s stratregic thinking?
Description: Wells Fargo & Co. Chief Executive Officer Tim Sloan has said it to customers, shareholders, and employees. The bank ran television commercials to make sure nobody missed it. In October he flew to Washington to say it to Congress: He’s sorry for how the bank abused consumers. Source: Bloomberg.com Date: Mar 01, 2018 Link: https://www.bloomberg.com/news/articles/2018-03-01/does-wells-fargo-have-a-plan Questions… Read more »
Description: Walmart on Tuesday reported earnings that missed analysts’ expectations for the holiday period as its e-commerce operations cooled off, overshadowing the fact that same-store sales and revenue surpassed forecasts. Source: CNBC.com – video report Date: Feb 20, 2018 Link: https://www.cnbc.com/2018/02/20/walmart-q4-2017-earnings.html Questions for discussion: What does the report say about the reason for Walmart’s stock drop?… Read more »
Description: Bridgewater’s Ray Dalio says he sees risk of recession by 2020 Source: MarketWatch.com Date: Feb 22, 2018 Link: https://www.marketwatch.com/story/bridgewaters-ray-dalio-says-us-in-a-pre-bubble-phase-with-a-70-change-of-recession-2018-02-22 Questions for discussion: What is the basis for his concerns? Do you agree? How should investors react to his prediction?
Description: HONG KONG — United States officials have torpedoed a Chinese state-backed group’s plan to buy an American electronics company, signaling the Trump administration’s continuing skepticism toward Chinese investment deals, particularly those that involve transferring technological know-how. Source: NYTimes.com Date: Feb 23, 2018 Link: https://www.nytimes.com/2018/02/23/technology/china-microchips-cfius-xcerra.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology®ion=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does this report suggest about the… Read more »
Description: The “Squawk on the Street” crew talks about the jump in shares of Twitter after posting better-than-expected quarterly results. Twitter surges on earnings from CNBC. Source: CNBC.com – video report Date: Feb 07, 2018 Link: https://www.cnbc.com/video/2018/02/08/twitter-surges-on-earnings.html Questions for discussion: From a financial analysis and marketing point of view, why did Twitter surge so much?… Read more »
Description: If it can’t ramp up Model 3 production soon, it’s going to need to raise more cash. Source: Bloomberg.com Date: Feb 07, 2018 Link: https://www.bloomberg.com/gadfly/articles/2018-02-07/tesla-earnings-putting-cars-in-space-but-not-showrooms Questions for discussion: Summarize the financial results and the concerns expressed. Would you be a buyer today?