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 »
Posts Categorized: Financial analysis
Greek Bonds Jump Most in 9 Months on Steps to Bailout Compromise
Description: Greece’s government bonds rallied, with three-year yields dropping the most since the securities were sold in July, on optimism the nation may be moving toward a strategy that would help unlock funding and avert a default. Source: Bloomberg.com Date: April 27, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-27/germany-s-bonds-climb-as-greek-funding-impasse-spurs-haven-bid Questions for Discussions: How are Greek bonds performing? What are… Read more »
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 »
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?
A possible Netflix horror story in 4 charts
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?
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 »
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 »
