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 »
Posts Categorized: Financial analysis
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?
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®ion=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?
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®ion=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?
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 »
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 »
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 »
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 »
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: 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?