How Uber plays the tax shell game

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

Description: The car-hailing phenom is viewed by many as the model for the 21st century corporation. You should see how state-of-the-art it is when it comes to minimizing its tax bill. Source: Fortune.com – video report Date: Oct 22, 2015 Link: http://fortune.com/2015/10/22/uber-tax-shell/ Questions for discussion: Summarize the issues raised in this article? Is there a… Read more »

How snacking is helping this company thrive in today’s global economy

Posted by & filed under Company Analysis, Economic Analysis, Financial Planning.

Description: Irene Rosenfeld, CEO of Mondelez International, sits down with Fortune’s Susie Gharib and discusses how the global trend to snack is helping the food conglomerate. Source: Fortune.com – video report Date: Oct 29, 2015 Link: http://for.tn/1NaLPBU Questions for discussion: How has management at Mondelez responded to global challenges, in terms of “controls”? Why would… Read more »

Bill Ackman’s Defense Of Valeant Pharmaceuticals Takes Long View On Drugmaker’s Woes

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Description: Pershing Square’s Bill Ackman wasn’t able to convince Wall Street once and for all whether embattled drugmaker Valeant Pharmaceuticals can recover from its woes or will continue heading south. Source: Forbes.com Date: Oct 30, 2015 Link: http://www.forbes.com/sites/antoinegara/2015/10/30/bill-ackmans-defense-of-valeant-pharmaceuticals-takes-long-view-on-drugmakers-woes/ Questions for discussion: What does the article say about Bill Ackman’s strategic thinking? Do you agree?

You’re an idiot with money, and there’s nothing you can do about it

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Description: I am an imbecile when it comes to money, but at least I’m not alone. Source: MarketWatch.com Date: June 05, 2015 Link: http://www.marketwatch.com/story/youre-an-idiot-with-money-and-theres-nothing-you-can-do-about-it-2015-06-05 Questions for Discussions: What doe the article say about investor behavior and the reasons for it? What do you think of the commentary?

Expense Of Going Global Means Walgreens To Close 200 U.S. Stores

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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 »

Lululemon Athletica Inc rebounds after yoga-wear maker reassures investors that problems are temporary

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Description: Canadian yogawear retailer Lululemon Athletica Inc forecast earnings and revenue below expectations on Thursday, but its shares rose after executives said the weak outlook was largely due to temporary West Coast port delays and currency factors. The stock was up 6.2% at US$64.73 in morning trading, with investors reassured that the outlook did not… Read more »

Valeant Inc lands Salix Ltd with knockout bid, but forced to pay more than expected

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Description: Valeant Pharmaceuticals scored a knockout punch Monday in the bidding war for Salix Pharmaceuticals Ltd., even though a frenetic M&A race in the pharmaceutical industry forced it to pay more than it originally hoped. Source: FinancialPost.com Date: March 16, 2015 Link: http://business.financialpost.com/2015/03/16/valeant-inc-lands-salix-ltd-with-knockout-bid-but-forced-to-pay-more-than-expected/ Questions for discussion: Why are pharma mergers and acquisitions like this one… Read more »

GM announces $5 billion stock buyback

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues.

Description: CEO Mary Barra outlined the stock buyback, as well as a new comprehensive capital allocation framework meant to put more money in shareholders’ pockets. Source: Fortune.com – video report Date: March 09, 2015 Link: http://for.tn/1A9zcfr Questions for Discussions: Why did GM go ahead with the buyback? Do you think it was a good decision… Read more »

Investors Bet $100,000 Cancer Drug Prices Are Here to Stay

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Description: (Bloomberg) — President Barack Obama, prominent cancer doctors and health insurers are all warning about the need to control the surging prices of new drugs. Source: Bloomberg.com Date: March 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-03-09/investors-warm-to-100-000-cancer-drugs-after-21-billion-deal Questions for discussion: Why are investors confident that insurers will pay high prices for certain drugs? Is there a way to… Read more »