Exclusive: Campbell Soup steps up CEO search, COO a contender – sources

Posted by & filed under Company Analysis, Financial analysis, Management Issues, Personal Finance.

Description: (Reuters) – Campbell Soup Co’s board is drawing up a list of CEO candidates, with Chief Operating Officer Luca Mignini emerging as the top internal contender, as the company seeks to fend off a proxy challenge from Daniel Loeb’s hedge fund, Third Point LLC, people familiar with the matter said. Source: Yahoo.com – Reuters… Read more »

Opinion: Sell Tesla and buy GM — seriously

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Tesla often fails to deliver on its promises, and there’s no momentum in the stock Source: MarketWatch.com Date: Sep 13, 2018 Link: https://www.marketwatch.com/story/sell-tesla-and-buy-gm-seriously-2018-09-12 Questions for discussion: What is the analysis and basis for this recommendation? Do you agree with this assessment?

Amazon’s Antitrust Antagonist Has a Breakthrough Idea

Posted by & filed under Company Analysis, Financial analysis, Management Issues, Personal Finance.

Description: With a single scholarly article, Lina Khan, 29, has reframed decades of monopoly law. Source: NYTimes.com Date: Sep 07, 2018 Link: https://www.nytimes.com/2018/09/07/technology/monopoly-antitrust-lina-khan-amazon.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the key ideas presented that concern Amazon and should be of interest to investors. Do you agree with the arguments presented?

You’ll Never Guess Which Company Is ReinventingHealth Benefits

Posted by & filed under Company Analysis, Financial analysis, Management Issues, Personal Finance.

Description: Frustrated with insurers, some large companies — including a certain cable behemoth — are shedding long-held practices and adopting a do-it-yourself approach. Source: NYTimes.com Date: Aug 31, 2018 Link: https://www.nytimes.com/2018/08/31/health/comcast-health-insurance-employees.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Do you believe these changes will reduce costs for companies? What is motivating companies to try different insurance models?

Tesla’s shares drop as Musk gives bizarre earnings call

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Management Issues, Personal Finance.

Description: CNBC’s Arjun Kharpal speaks about Tesla Chief Executive Elon Musk’s recent lashing out at analysts. Tesla’s shares drop as Musk gives bizarre earnings call from CNBC. Source: CNBC.com – video report Date: May 03, 2018 Link: https://www.cnbc.com/video/2018/05/03/teslas-shares-drop-as-musk-gives-bizarre-earnings-call.html Questions for discussion: Summarize the issues faced by CEOs at public meetings with analysts? Do you think… Read more »

Ignore Trump’s Amazon bashing and buy the stock on any weakness: Deutsche Bank

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: President Donald Trump may be “obsessed” with Amazon, but that doesn’t mean the company will face any meaningful action from the president, Deutsche Bank says. Source: CNBC.com – video report Date: Mar 29, 2018 Link: https://www.cnbc.com/2018/03/29/as-trump-takes-down-amazon-with-tweet-deutsche-bank-calls-presidents-bluff.html Questions for discussion: Summarize the analysis presented in this report and the reasons for buying the stock. Do… Read more »

Dropbox prices IPO at $21 per share

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

Description: Dropbox priced its IPO above expectations at $21 per share on Thursday night, setting the stage for the software company’s stock to hit the public market on Friday. Source: CNBC.com – video report Date: Mar 23, 2018 Link: https://www.cnbc.com/2018/03/22/dropbox-will-price-ipo-at-21-per-share-source-says.html Questions for discussion: Summarize the financial details in this IPO. Do you think it is a good… Read more »

Cigna to buy Express Scripts for $67 billion

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

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 »

Walmart’s e-commerce growth wanes, sending shares tumbling

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

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 »

Goldman says options-market activity suggests pain ahead in these sectors

Posted by & filed under Financial analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: The cost of hedging against downside risk is up substantially for Amazon, Citigroup, and health-care stocks Source: MarketWatch.com Date: Feb 22, 2018 Link: https://www.marketwatch.com/story/goldman-says-options-market-activity-suggests-pain-ahead-in-these-sectors-2018-02-22 Questions for discussion: How are options used as indicators? What is the technical basis for the predictions? Do you agree with the predictions?