Valeant Pharmaceuticals International Inc creditors prepare to slam company with tougher demands in face of possible default: sources

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

Description: NEW YORK – Creditors of Valeant Pharmaceuticals International, which has been in violation of lender agreements since Wednesday, are beginning to demand new terms that could further pressure the drugmaker’s business model, according to three people familiar with the matter. Source: Reuter.com/FinancialPost.com Date: Mar 21, 2016 Link: http://business.financialpost.com/investing/market-moves/valeant-pharmaceuticals-international-inc-creditors-prepare-to-slam-company-with-tougher-demands-in-face-of-default-sources Questions for Discussions: Do you think… Read more »

IMF’s Lagarde Says Negative Rates Have Helped Global Economy

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: The world economy would be worse off without negative interest rates, according to International Monetary Fund Managing Director Christine Lagarde. Source: Bloomberg.com – video report Date: Mar 18, 2016 Link: http://www.bloomberg.com/news/articles/2016-03-18/imf-s-lagarde-says-negative-rates-have-helped-global-economy Questions for Discussions: Summarize the commentaries presented about recent monetary policies? What is your opinion about how monetary policy should deal with global… Read more »

After $600 Million Typo, Valeant CEO Is Back on the Hot Seat

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

Description: Michael Pearson and his company, Valeant Pharmaceuticals International Inc., were supposed to calm Wall Street doubters on Tuesday. Instead: chaos. Source: Bloomberg.com – video report Date: Mar 15, 2016 Link: http://www.bloomberg.com/news/articles/2016-03-15/after-a-600-million-typo-valeant-s-ceo-is-back-on-the-hot-seat Questions for Discussions: Summarize the reasons for Valeant’s share value collapse, according to the report. Do you think it has collapsed completely and… Read more »

Cuban on his crusade against the SEC — and when he’ll be satisfied

Posted by & filed under Governments & Regulators, Growth & Valuation.

Description: When he’s not hounding referees at Dallas Mavericks games or doling out money to would-be entrepreneurs on “Shark Tank,” Mark Cuban has made a hobby of offering often biting criticism of the Securities and Exchange Commission. Source: WashingtonPost.com Date: Mar 17, 2016 Link: https://www.washingtonpost.com/business/economy/cuban-on-his-crusade-against-the-sec–and-when-hell-be-satisfied/2016/03/17/619d9e9a-ebae-11e5-b0fd-073d5930a7b7_story.html Questions for discussion: Summarize Mark Cuban’s position with respect to… Read more »

Did central bankers make a secret deal to drive markets? This rumor says yes

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

Description: Speculation is flourishing about a tacit “Shanghai Accord” Source: MarketWatch.com Date: Mar 18, 2016 Link: http://www.marketwatch.com/story/did-central-bankers-make-a-secret-deal-to-drive-markets-this-rumor-says-yes-2016-03-18 Questions for Discussions: Summarize the theory presented in this report. What is the evidence presented? Do you agree with the analysis?

‘Fickle’ millennials blamed for Chipotle’s downward spiral

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

Description: Chipotle downgrade to rare underperform rating at Jefferies, which cited weak February trends and rising marketing costs Source: MarketWatch.com Date: Mar 18, 2016 Link: http://www.marketwatch.com/story/chipotle-stock-drops-after-rare-bearish-call-at-jefferies-2016-03-17 Questions for Discussions: Why has Chipotle stock been down-graded by this analyst? Do you agree with the assessment and predictions for recovery?

Mystery ‘Dude’ Rattles Markets for Turkish Stock Traders

Posted by & filed under Governments & Regulators, Growth & Valuation.

Description: Stock traders in Istanbul are dealing with the mysterious case of “the dude,” a trader shaking up the Turkish markets with large bets and boosting trading volume on the Borsa Istanbul by nearly eight percent this year. Bloomberg’s Constantine Courcoulas examines the details on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date:… Read more »

The Lone Analyst Who Said Sell Valeant When Hedge Funds Piled In

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

Description: In July 2014, Dimitry Khmelnitsky advised investors to sell Valeant Pharmaceuticals International Inc. and then watched the stock double in a year. “It was very painful,” Khmelnitsky, an analyst at Veritas Investment Research Corp., said in an telephone interview from his office in Toronto. “What I felt was pain.” Source: Bloomberg.com – video report Date:… Read more »

The Not-So-Sweet Fight Over Maple Syrup

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Canadian maple-syrup output is capped by the Federation of Quebec Maple Syrup Producers, a kind of government-sanctioned cartel that accounts for 71 percent of world supply. But Quebec growers are now demanding the shackles be loosened as they watch competitors in Canada and the northern U.S. boost supplies to meet rising demand. Bloomberg’s Pamela… Read more »

Why Silicon Valley is Worried About Backing Apple

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Apple’s business plan is built on encrypted security. Source: Bloomberg.com – video report Date: Feb 17, 2016 Link: http://bloom.bg/1RawBx2 Questions for Discussions: Why is Apple reluctant to help open the phone? How might the conflict between Apple and the government on this issue affect the stock price? What do you think will happen? How… Read more »