Description: The streaming service is paying $180 million for all nine seasons of the classic NBC comedy ‘Seinfeld.’ Source: Fortune.com – video report Date: April 29, 2015 Link: http://for.tn/1EpC4Kb Questions for Discussions: How would you go about evaluating a dollar value offer for these series? Do you think the deal for Seinfeld is fair for… Read more »
Posts Categorized: Company Analysis
$125 or $185? What Apple stock is worth
Description: Apple just delivered nothing short of a profit party last night – topping just about every financial metric possible. But the stock isn’t doing anything. How can that be? Source: USAToday.com Date: April 28, 2015 Link: http://americasmarkets.usatoday.com/2015/04/28/what-is-apple-really-worth/ Questions for Discussions: Summarize the different valuations of Apple. Which do you subscribe to?
Apple’s Earnings Surge, as iPhone Sales Jump and China Business Rises
Description: China is becoming an increasingly vital part of Apple’s business. Over the fiscal second quarter, Apple’s revenue in greater China grew 71 percent, to $16.8 billion, compared with the same period last year, the company said in its financial earnings report on Monday. Source: NYTimes.com Date: April 27, 2015 Link: http://www.nytimes.com/2015/04/28/technology/apple-quarterly-earnings.html?_r=0 Questions for discussion:… Read more »
Potential Comcast-Time Warner Cable merger has many concerned
Description: The Department of Justice reportedly has concerns the merger would be too large in the cable and broadband market. Source: Fortune.com – video report Date: April 21, 2015 Link: http://for.tn/1cV6c7m Questions for Discussions: What are the concerns over this deal? Do you believe they are justified? How should investors deal with the possible outcomes?
How Will Marissa Mayer Turn Around Yahoo?
Description: Bloomberg’s Brian Womack and Paul Sweeney discuss the mounting challenges that Marissa Mayer will face in Yahoo’s turnaround plan with Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: April 21, 2015 Link: http://bloom.bg/1yPAWjZ Questions for Discussions: What are the financial problems at Yahoo!? What do investors want to see?… Read more »
Will Groupon’s financial engineering tactics pay off?
Description: The company divested in their Korean subsidiary Ticket Monster. Fortune’s Andrew Nusca and Erin Griffith examine whether this decision will please stockholders. Source: Fortune.com Date: April 20, 2015 Link: http://for.tn/1cRYv1x Questions for Discussions: Do you think the strategy is a good one for the company or for existing stockholders? How should investors consider the… Read more »
Comcast’s Track Record in Past Deals May Be Hitch for Merger With Time Warner Cable
Description: In July 2013, executives from the three companies that co-owned Hulu — Comcast, 21st Century Fox and Walt Disney — had a conversation about their joint venture. Hulu, the video streaming service, had been on the auction block, and lucrative bids had come in from two Comcast rivals, AT&T and the satellite operator DirecTV,… Read more »
McDonald’s Corp CEO promises turnaround plan after six straight quarters of slumping sales
Description: McDonald’s Corp. Chief Executive Officer Steve Easterbrook promised to give details of his turnaround plan for the struggling chain next month, following another quarter of declining sales and profit. Source: FinancialPost.com/Bloomberg.com Date: April 22, 2015 Link: http://business.financialpost.com/investing/mcdonalds-ceo-promises-turnaround-plan-after-six-straight-quarters-of-slumping-sales Questions for Discussions: Why did the stock jump on the news of a plan? Do you think… Read more »
Party City’s biggest holiday is…
Description: No, it’s not the Christmas season. The company’s CEO tells CNNMoney what holidays Party City makes the most money from. Source: CNNMoney.com – video report Date: April 16, 2015 Link: http://money.cnn.com/video/investing/2015/04/16/party-city-ipo.cnnmoney/ Questions for Discussions: Do you consider this company a good buy? How does the company generate revenues? Evaluate the risk for investors in… Read more »
The Bullish Case for Nike and Medtronics
Description: Eric Shoenstein of the Jensen Quality Growth Fund favors “all weather” companies that excel in good times and bad Source: WSJ.com – video report Date: April 16, 2015 Link: http://www.wsj.com/video/the-bullish-case-for-nike-and-medtronic/876DCCC5-7769-4672-B7ED-638A89EFB131.html Questions for Discussions: What does Eric Shoenstein look for in a company? Do you like his picks in this report?
