Description: The brand wants to become a luxury conglomerate. Source: Fortune.com – video report Date: April 06, 2017 Link: http://for.tn/2p5lEEb Questions for Discussions: Do you think this consolidation in the industry will be successful? Do you think the firm should wait to acquire declining brands at lower stock prices?
Posts Categorized: Growth & Valuation
Ralph Lauren Is Closing Stores and Cutting Jobs
Description: Including its flagship store in NYC. Source: Fortune.ca- video report Date: Apr 05 , 2017 Link: http://for.tn/2nYLziQ Questions for Discussions: What does this report say to investors? Do you think the financial adjustments are sufficient to allow the firm to recover and grow again one day? Would a merger make sense?
Just How Much Is a Medical Miracle Worth?
Description: Years of costly treatments could give way to pricier one-shot cures like Spark Therapeutics’ blindness drug. But insurers aren’t ready. Source: Bloomberg.com Date: April 06 , 2017 Link: https://www.bloomberg.com/news/articles/2017-04-06/just-how-much-is-a-medical-miracle-worth Questions for Discussions: Summarize the various pricing models presented in this report. What are the ethical and social considerations involved? How should the players decide… Read more »
Tesla Has Something Hotter Than Cars to Sell: Its Story
Description: As Tesla shares surged past $300 this week and the company’s market value surpassed Ford’s, even its founder, Elon Musk, acknowledged on Twitter that the company was “absurdly overvalued if based on the past.” Source: NYTimes.com Date: Apr 06, 2017 Link: https://www.nytimes.com/2017/04/06/business/tesla-story-stocks.html?_r=0 Questions for discussion: What is the basis of Tesla’s valuation today? Do… Read more »
E-Commerce Is Making Retail Stores Relevant Again
Description: But don’t expect to see a revival as hundreds of store continue to close. Source: Fortune.com – video report Date: Mar 30, 2017 Link: http://for.tn/2njCDlD Questions for Discussions: How did store closings affect e-commerce at Kohls? Do you think this experience can be generalized across the retailing industry? How should investors regards statistics on… Read more »
Apple’s Journey to Becoming the First Trillion Dollar Company
Description: It has some work to do. Source: Fortune.ca- video report Date: March 30 , 2017 Link: http://for.tn/2odQddI Questions for Discussions: What are the two ways Apple can continue to grow, according to the report? Who would you merge Apple with in order to continue the current growth rate? Do you think the firm can… Read more »
Who Needs Nuclear? Toshiba Is Developing A New Zero-Carbon Power
Description: It’s tough to blame Toshiba for letting Westinghouse fail. The subsidiary was an intractable mess, facing $6 billion in cost overruns on four half-built nuclear power plants in South Carolina and Georgia. Source: Forbes.com Date: Mar 27, 2017 Link: https://www.forbes.com/sites/christopherhelman/2017/03/30/who-needs-nuclear-toshiba-already-working-on-new-zero-carbon-power-source/#14b8f77319c4 Questions for Discussions: Explain the risks to investors for Toshiba’s decisions. Do you think… Read more »
ESPN Has Seen the Future of TV and They’re Not Really Into It
Description: As more fans cut the cord and go mobile, the network is busy protecting its cable-TV money machine. Source: Bloomberg.com Date: Mar 30, 2017 Link: https://www.bloomberg.com/news/features/2017-03-30/espn-has-seen-the-future-of-tv-and-they-re-not-really-into-it Questions for discussion: How has the business model changed at ESPN? What can the company do to deal with these changes to operations?
Why Lower Oil Could Drive Gold Higher
Description: With crude back on the move again, the stalled gold-to-crude ratio may be poised to resume the upward trend. Bloomberg Intelligence’s Mike McGlone has more on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 20, 2017 Link: https://www.bloomberg.com/news/videos/2017-03-20/why-lower-oil-could-drive-gold-higher-video Questions for Discussions: Explain the relationship between oil and gold, according to the… Read more »
Loonie is 10% cheaper versus the U.S. dollar: BMO’s Jack Ablin
Description: Jack Ablin, chief investment officer at BMO Private Bank, joins BNN’s Catherine Murray for a look at why he believes Canada’s loonie still has plenty of room to run up and his latest views on the market. Source: BNN.ca- video report Date: March 17 , 2017 Link: http://www.bnn.ca/video/loonie-is-10-cheaper-versus-the-u-s-dollar-bmo-s-jack-ablin~1080904 Questions for Discussions: What is Jack… Read more »
