Description: Bloomberg’s Joe Weisenthal talks about what he’s following ahead of today’s ‘What’d You Miss?’ Watch the show with Joe, Alix Steel and Scarlet Fu every weekday at 4 p.m. ET on Bloomberg. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Jan 05, 2016 Link: http://www.bloomberg.com/news/videos/2016-01-05/why-oil-still-matters-to-the-markets Questions for Discussions: What does the analysis suggest about… Read more »
Posts Categorized: Growth & Valuation
Fitbit Plummets as Competition in Fitness Devices Heats Up
Description: Fitbit Inc., the maker of wearable health-tracking devices, fell to its lowest price since its initial public offering after introducing a new smartwatch — similar in design to Apple Inc.’s product — while companies such as Fossil Group and Under Armour Inc. debuted fitness devices at the International Consumer Electronics Show. Source: Bloomberg.com Date:… Read more »
Lululemon Athletica Inc shares rise as analyst predicts rebound in profit margins
Description: Lululemon Athletica Inc. shares gained as much as 7 per cent after Wells Fargo & Co. upgraded the stock, predicting that improvements the company has made to its supply chain should lower costs, reduce discounts and boost profit margins. Source: FinancialPost.com Date: Jan 05, 2016 Link: http://business.financialpost.com/investing/market-moves/lululemon-athletica-inc-shares-rise-as-analyst-predicts-rebound-in-profit-margins?__lsa=8e6e-c44b Questions for Discussions: Explain the dramatic change… Read more »
Acquisition ideas for Alphabet, Amazon and other tech giants in 2016
Description: Microsoft, Cisco and other enterprise-focused firms are looking for growth Source: MarketWatch.com Date: Jan 03, 2016 Link: http://www.marketwatch.com/story/acquisition-ideas-for-alphabet-amazon-and-other-tech-giants-in-2016-2015-12-31?dist=lcountdown Questions for discussion: What do you think about these acquisition ideas? Which do you think is most and least probable?
G.M., Expecting Rapid Change, Invests $500 Million in Lyft
Description: The founders of Lyft, the ride-hailing service, have long imagined that the future of transportation would involve fewer cars on the road. Now General Motors is helping the start-up reach that goal. Source: NYTimes.com Date: Jan 04, 2016 Link: http://www.nytimes.com/2016/01/05/technology/gm-invests-in-lyft.html?ref=business Questions for Discussions: Summarize the strategic thinking of GM management. How might investors react… Read more »
Spotify Could Face a $150 Million Lawsuit
Description: Spotify could face a $150 million lawsuit over claims of unpaid royalties Source: Fortune.com – video report Date: Dec 30, 2015 Link: http://for.tn/1mpBmbc Questions for Discussions: What are the issues in this case? Do you think that management has adequately prepared for this problem? Do you think this case will impact the company or… Read more »
Online Surge Means Many Not-So-Happy Returns for Retailers
Description: A surge in online sales this holiday season is boosting expenses for some retailers as more shoppers return merchandise purchased with the click of a mouse. Source: Bloomberg.com Date: Dec 28, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-29/online-surge-leads-to-many-not-so-happy-returns-for-retailers Questions for discussion: Summarize the financial issues related to online sales. How can merchants mitigate the financial costs?
Opinion: 5 black swans that could rock markets in 2016
Description: What if Apple failed the next iPhone launch, or peace broke out in Syria? Source: MarketWatch.com Date: Dec 28, 2015 Link: http://www.marketwatch.com/story/5-black-swans-that-could-rock-markets-in-2016-2015-12-29 Questions for discussion: What do you think of the risks associated with the scenarios presented? Do you agree with the analysis?
The $500 Million Battle Over Disney’s Princesses
Description: How Hasbro grabbed the lucrative Disney doll business from Mattel. Source: Bloomberg.com Date: Dec 10, 2015 Link: http://www.bloomberg.com/features/2015-disney-princess-hasbro/ Questions for Discussions: Summarize the strategies followed by management and the financial risks taken. How should investors treat each firm?
Here’s Where You Should Put Your Money in 2016
Description: But be sure to stay away from healthcare. Source: Fortune.com – video report Date: Dec 08, 2015 Link: http://for.tn/1NVNUnj Questions for discussion: Summarize the investment advice given in this report. Do you agree with the assessments?
