Adidas’ image problem

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

Description: Fortune’s Dan Roberts takes a shot on goal at the sports retailer’s turnaround. Source: Fortune.com – video report Date: May 22, 2015 Link: http://for.tn/1FE8VwT Questions for Discussions: How has Adidas performed in comparison to competitors? What are the explanations provided in this report? Is the market too crowded for this brand? Would you be… Read more »

Opinion: Here’s another way to spot potential health-care-stock winners

Posted by & filed under Financial analysis, Growth & Valuation.

Description: Investors typically focus on sales growth, but cash flow tells a different story Source: MarketWatch.com Date: May 27, 2015 Link: http://www.marketwatch.com/story/heres-another-way-to-spot-potential-health-care-stock-winners-2015-05-27 Questions for Discussions: What should investors look for to spot potential health-care winners, according to the report? Do you agree with this advice?

CVS to Buy Omnicare in $12.7 Billion Pharmacy Expansion Deal

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Description: CVS Health Corp. agreed to acquire nursing-home pharmacy Omnicare Inc. in a deal valued at $12.7 billion, adding services for the elderly to bolster its position as the biggest U.S. retailer of prescription drugs. Source: Bloomberg.com – video report Date: May 21, 2015 Link: http://www.bloomberg.com/news/articles/2015-05-21/cvs-to-buy-omnicare-in-12-7-billion-deal-for-pharmacy-expansion-i9y39jub Questions for Discussions: Summarize the financial highlights of this… Read more »

NRG CEO: Massive change is coming to the energy world

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Description: David Crane sits down with Fortune’s Susie Gharib to talk about the changing landscape of the energy business. Source: Fortune.com – video report Date: May 21, 2015 Link: http://for.tn/1EhEjMg Questions for Discussions: What are the issues discussed in this report that should concern the energy industry, according to David Crane? How do you think… Read more »

Yahoo and Alibaba: Misery loves company

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Description: Alibaba’s plunging stock price is terrible news for Yahoo CEO Marissa Mayer. Yahoo plans to spin-off the rest of its Alibaba stake later this year. Source: CNNMoney.com Date: May 06, 2015 Link: http://money.cnn.com/video/investing/2015/05/06/yahoo-alibaba-stock-buzz.cnnmoney/ Questions for Discussions: Why are the two stocks out of favor with investors? Do you think they are oversold?

How do mergers and acquisitions help big pharma?

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Description: The CEO of Novartis sits down with Fortune’s Susie Gharib and talks about how M&A’s help companies to develop innovative drugs faster. Source: Fortune.com Date: May 06, 2015 Link: http://for.tn/1QnpHnu Questions for Discussions: Why is there more M&A interest in the pharmaceutical industry? Is this a good thing for the industry? How should investors… Read more »

Investors get stark reality check as global bond market comes unglued

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation.

Description: Bond investors, for years accustomed to rising prices and big returns, are getting a stark reality check. Source: FinancialPost.com Date: May 07, 2015 Link: http://business.financialpost.com/investing/investors-get-stark-reality-check-as-global-bond-market-comes-unglued Questions for Discussions: Explain what the report says is happening to bonds and why? Do you agree with this assessment? What strategy would you suggest to those holding bonds?

Air Ambulances Offer a Lifeline, and Then a Sky-High Bill

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Description: Clarence W. Kendall, a rancher in Pearce, Ariz., was moving bales on top of a haystack when he fell eight feet and struck his head on the corner of a truck below. His health insurance covered most of the cost of treating the head trauma caused by the accident. But there was one bill,… Read more »

$125 or $185? What Apple stock is worth

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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?