Opinion: No investor is paying attention to this important anniversary

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: Lehman Brothers’ bankruptcy, eight years ago, reminds us that we can rarely predict a calamity Source: MarketWatch.com Date: Sep 09, 2016 Link: https://www.marketwatch.com/story/no-investor-is-paying-attention-to-this-important-anniversary-2016-09-09?siteid=nwtwk Questions for Discussions: Summarize what the report says about this event and the legacy. Do you agree with the assessments presented?

Here’s the No. 1 lie the bulls tell about the U.S. market

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis.

Description: Bearish P/E ratio calculation carries the most weight Source: MarketWatch.com Date: Sep 09, 2016 Link: https://www.marketwatch.com/story/heres-the-no-1-lie-the-bulls-tell-about-the-us-market-2016-09-06?siteid=nwtwk Questions for discussion: What does the report say about the weaknesses in some financial analysis? How should investors look at data? Do you agree?

Dyson Commits $1.4 Billion for Battery Development

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis.

Description: A long bet on tech that could threaten Tesla. Source: Fortune.com Date: Aug 27, 2016 Link: https://for.tn/2bpB02i?xid=for_em_sh Questions for discussion: Do you think this investment is a good use of funds? What might be motivating Dyson to take to this field? Do you think this business is open to multiple players or only a… Read more »

Rally in Super Commodity Strained by Race to Fuel Tesla

Posted by & filed under Company Analysis, Industry Analysis.

Description: Even the mining industry’s super commodity of the future may be unable to avoid the Achilles’ heel of all mineral producers — a recurring habit of busting a boom with too much supply. Source: Bloomberg.com Date: Aug 18, 2016 Link: https://www.bloomberg.com/news/articles/2016-08-18/rally-in-mining-s-super-commodity-strained-by-race-to-fuel-tesla Questions for Discussions: On what are lithium price predictions based? What do you… Read more »

SEC cracks down on made-up numbers in company earnings

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators.

Description: Companies that did not comply with new guidelines are getting letters, updating filings Source: MarketWatch.com Date: Aug 18, 2016 Link: https://www.marketwatch.com/story/sec-cracks-down-on-made-up-numbers-in-company-earnings-2016-08-18?siteid=nwtwk Questions for discussion: What does this article say about financial reporting by some companies? How should investors deal with this information?

Teen-Jewelry Retailer Claire’s Seeks Debt Swap to Cut Borrowings

Posted by & filed under Company Analysis, Financial analysis, Financial Planning.

Description: Claire’s Stores Inc., the struggling tween-jewelry retail chain, is asking bondholders to exchange almost $800 million of notes for new loans that would cut the company’s debt load and buy it more time to turn around its business. Source: Bloomberg.com Date: Aug 13, 2016 Link: https://www.bloomberg.com/news/articles/2016-08-13/teen-jewelry-retailer-claire-s-seeks-debt-swap-to-cut-borrowings Questions for Discussions: What are the risks for… Read more »

Walmart Inks $3.3 Billion Deal For Jet.com In Biggest U.S. E-commerce Acquisition Ever

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis.

Description: Walmart agreed to purchase Jet.com for $3.3 billion, papering what would be the most expensive U.S. e-commerce acquisition of all time. Source: Forbes.com Date: Aug 08, 2016 Link: https://www.forbes.com/sites/ryanmac/2016/08/08/walmart-inks-3-billion-deal-for-jet-com-in-biggest-u-s-e-commerce-deal-ever/#1d29af9b94eb Questions for discussion: Do you think the acquisition makes sense from a financial point of view? How would Walmart’s results be expected to change going… Read more »

Adidas selling part of its golf business

Posted by & filed under Company Analysis, Industry Analysis.

Description: Herbert Hainer, Adidas CEO, says the company plans to sell off its TaylorMade and Adams brands and will focus on its footwear and apparel business. Source: CNNMoney.com – video report Date: May 05, 2016 Link: https://money.cnn.com/video/news/2016/05/05/adidas-ceo-golf.cnnmoney/ Questions for Discussions: From a financial standpoint, why would Adidas divest from these firms? Why would it continue… Read more »