Description: Shares of Apple have barely budged since its last earnings report. Could news about iOS 9, updates to Mac software and an Apple Music subscription service get Apple back on track to a $1 trillion market cap? Source: CNNMoney.com – video report Date: June 04, 2015 Link: http://money.cnn.com/video/investing/2015/06/04/apple-wwdc-buzz.cnnmoney/ Questions for Discussions: Why do you… Read more »
Posts Categorized: Growth & Valuation
Boomers get older. Healthcare companies salivate
Description: Expect more mergers in the healthcare sector as insurers and drug stores look to profit from demographic trends. Source: CNNMoney.com – video report Date: June 02, 2015 Link: http://money.cnn.com/video/investing/2015/06/02/healthcare-profits-from-baby-boomers.cnnmoney/ Questions for Discussions: Why would healthcare companies focus on mergers as a way to grow their companies? Do you think this is a good strategy?
A Beehive That Takes the Sting Out of the Harvest
Description: Crowdfunding platforms have become popular ways for entrepreneurs to bypass traditional channels, but the biggest success stories have typically involved tech items, video games and Hollywood movies. Flow Hive, on the other hand, isn’t a particularly high-tech product. Instead, it’s a new way of doing a laborious, age-old task. Source: NYTimes.com Date: May 30,… Read more »
You’re an idiot with money, and there’s nothing you can do about it
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?
Charter lands deal with Time Warner Cable
Description: Charter announced its intent to buy Time Warner Cable in a deal valued at $78.7 billion inclusive of debt. Source: Fortune.com – video report Date: May 27, 2015 Link: http://for.tn/1eqG8lb Questions for Discussions: Summarize the highlights of the merger? Do you think it is a good deal for both firms and their investors?
Michael Kors is no longer in fashion
Description: The handbag wars are hurting Michael Kors. Same-store sales fell and the outlook is not good. Shares are languishing on Wall Street’s discount rack. Source: CNNMoney.com – video report Date: May 27, 2015 Link: http://money.cnn.com/video/investing/2015/05/27/michael-kors-buzz.cnnmoney/ Questions for Discussions: Why has the stock performed poorly? What should management do to increase same-store sales? Do you… Read more »
Adidas’ image problem
Description: Fortune’s Dan Roberts takes a shot on goal at the sports retailer’s turnaround. Source: Fortune.com – video report Date: May 22, 2015 Link: http://for.tn/1FE8VwT Questions for Discussions: How has Adidas performed in comparison to competitors? What are the explanations provided in this report? Is the market too crowded for this brand? Would you be… Read more »
Why Lehman Brothers Lives On
Description: The repercussions of Lehman Brothers’ bankruptcy can still be felt. It has been almost seven years since the firm’s failure started a global financial crisis and deep recession in most developed countries. Yet the real damage is only now becoming clear. Source: NYTimes.com Date: May 27, 2015 Link: http://www.nytimes.com/2015/05/28/business/dealbook/why-lehman-brothers-lives-on.html?ref=dealbook Questions for discussion: What does… Read more »
Opinion: Here’s another way to spot potential health-care-stock winners
Description: Investors typically focus on sales growth, but cash flow tells a different story Source: MarketWatch.com Date: May 27, 2015 Link: http://www.marketwatch.com/story/heres-another-way-to-spot-potential-health-care-stock-winners-2015-05-27 Questions for Discussions: What should investors look for to spot potential health-care winners, according to the report? Do you agree with this advice?
Best Buy stock may actually be a best buy
Description: The electronics retailer’s results beat forecasts. Strong smartphone sales were a big plus for Best Buy. Thanks, Apple and Samsung! Source: CNNMoney.com – video report Date: May 21, 2015 Link: http://money.cnn.com/video/investing/2015/05/21/best-buy-stock-earnings-apple-amazon-samsung.cnnmoney/ Questions for Discussions: What is the explanation for the stock improvement? Do you think the company has turned things around? Would you be… Read more »
