Description: If investors ever stop betting on opportunity and promise, things could get pretty scary for Netflix investors. Source: MarketWatch.com Date: April 16, 2015 Link: http://www.marketwatch.com/story/a-possible-netflix-horror-story-in-4-charts-2015-04-16?dist=afterbell Questions for Discussions: What does each of the charts say about Netflix? Do you agree with the warnings and concerns?
Posts Categorized: Company Analysis
François Rochon: The experience of investing in CarMax
Description: This week, I thought I would provide an update on a company I’ve written about a few times over the years: CarMax. The company is the United States’ largest retailer of used vehicles. Headquartered in Richmond, Va., CarMax operates 146 used car stores in 74 markets. The CarMax consumer offer features low, no-haggle prices, a… Read more »
LinkedIn picks up Lynda.com for $1.5 billion
Description: The business-oriented social networking service is betting on online education in a move it says will help further the site’s global mission statement. Source: Fortune.com – video report Date: April 09, 2015 Link: http://for.tn/1CA0Nav Questions for Discussions: How is this a good merger for both companies? How will the merger contribute to growth for… Read more »
Expense Of Going Global Means Walgreens To Close 200 U.S. Stores
Description: Amid its international growth plan to cut $1.5 billion in costs, Walgreen Boots Alliance (WBA)new management team led by Italian billionaire Stefano Pessina said 200 U.S. stores would close amid the restructuring and integration of two iconic brands. Source: Forbes.com Date: April 09, 2015 Link: http://www.forbes.com/sites/brucejapsen/2015/04/09/expense-of-going-global-means-walgreens-to-close-200-u-s-stores/ Questions for Discussions: Why is Walgreens closing stores?… Read more »
Montreal’s David’s Tea brewing up U.S. IPO with US$75-million expansion plan
Description: Montreal-based David’s Tea will file for an initial public offering of its shares in the United States with an aim to raise US$75 million to fuel its North American expansion plans. Source: FinancialPost.com Date: April 06, 2015 Link: http://business.financialpost.com/news/retail-marketing/montreals-davids-tea-brewing-up-u-s-ipo-with-us75-million-expansion-plan Questions for discussion: What are the positive aspects that make this IPO interesting to investors?… Read more »
Target has its groove back
Description: Investors and consumers seem to have forgotten about the big data breach. Target’s stock is at an all-time high. Wall Street loves what new CEO Brian Cornell is doing. Source: CNNMoney.com – video report Date: March 31, 2015 Link: http://money.cnn.com/video/investing/2015/03/31/target-stock-buzz.cnnmoney/ Questions for Discussions: Why has Target’s stock price performed so well? Do you think it’s… Read more »
GoDaddy’s surprising IPO pop
Description: With the company going public Wednesday, stock price immediately jumped roughly 30 percent. But debt has some investors worried. Source: Fortune.com – video report Date: April 01, 2015 Link: http://for.tn/1CO9umm Questions for Discussions: Why do you suppose the IPO performed so well on its first day? Do you believe the valuation is appropriate going… Read more »
Motorola Is Unable to Find Buyers After Months-Long Effort
Description: Motorola Solutions Inc. has failed to find a buyer after seeking to drum up interest from private-equity funds and large industrial companies, people with knowledge of the matter said. Source: Bloomberg.com Date: April 02, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-02/motorola-is-said-unable-to-find-buyers-after-months-long-effort Questions for discussion: Why do you think Motorola is having difficulty finding a buyer? What are the… Read more »
Who Will Pay For McDonald’s Wage Hikes?
Description: If McDonald’s franchises follow the parent company – which recently hiked wages — and hike their own wages, some of them could soon be out of business. But before they close the door, they may lay-off many of their employees, who will end up paying for the wage hike. Source: Forbes.com Date: April 02,… Read more »
Macaroni & cheers! Buffett’s Heinz buys Kraft
Description: Heinz, owned by Berkshire Hathaway and private equity firm 3G, are scooping up the maker of Velveeta. Will Warren Buffett look to acquire even more food companies? Source: CNNMoney.com – video report Date: March 25, 2015 Link: http://money.cnn.com/video/investing/2015/03/25/kraft-heinz-buffett-merger.cnnmoney/ Questions for Discussions: What are the reasons that explain consolidation in the food industry? Which other… Read more »
