Description: In July 2013, executives from the three companies that co-owned Hulu — Comcast, 21st Century Fox and Walt Disney — had a conversation about their joint venture. Hulu, the video streaming service, had been on the auction block, and lucrative bids had come in from two Comcast rivals, AT&T and the satellite operator DirecTV,… Read more »
Posts Categorized: Growth & Valuation
McDonald’s Corp CEO promises turnaround plan after six straight quarters of slumping sales
Description: McDonald’s Corp. Chief Executive Officer Steve Easterbrook promised to give details of his turnaround plan for the struggling chain next month, following another quarter of declining sales and profit. Source: FinancialPost.com/Bloomberg.com Date: April 22, 2015 Link: http://business.financialpost.com/investing/mcdonalds-ceo-promises-turnaround-plan-after-six-straight-quarters-of-slumping-sales Questions for Discussions: Why did the stock jump on the news of a plan? Do you think… Read more »
Party City’s biggest holiday is…
Description: No, it’s not the Christmas season. The company’s CEO tells CNNMoney what holidays Party City makes the most money from. Source: CNNMoney.com – video report Date: April 16, 2015 Link: http://money.cnn.com/video/investing/2015/04/16/party-city-ipo.cnnmoney/ Questions for Discussions: Do you consider this company a good buy? How does the company generate revenues? Evaluate the risk for investors in… Read more »
The Bullish Case for Nike and Medtronics
Description: Eric Shoenstein of the Jensen Quality Growth Fund favors “all weather” companies that excel in good times and bad Source: WSJ.com – video report Date: April 16, 2015 Link: http://www.wsj.com/video/the-bullish-case-for-nike-and-medtronic/876DCCC5-7769-4672-B7ED-638A89EFB131.html Questions for Discussions: What does Eric Shoenstein look for in a company? Do you like his picks in this report?
Yes, Worry About the Stock Market
Description: Stanley Druckenmiller, the man who broke the Bank of England and made $1 billion in 1992 by selling the British pound with his colleague George Soros, is worried about today’s economy. Source: Bloomberg.com Date: April 13, 2015 Link: http://www.bloombergview.com/articles/2015-04-13/yes-worry-about-the-stock-market Questions for discussion: What is the basis for his concern? Do you agree with his… Read more »
François Rochon: The experience of investing in CarMax
Description: This week, I thought I would provide an update on a company I’ve written about a few times over the years: CarMax. The company is the United States’ largest retailer of used vehicles. Headquartered in Richmond, Va., CarMax operates 146 used car stores in 74 markets. The CarMax consumer offer features low, no-haggle prices, a… Read more »
What’s better for stocks: bad economic data or good?
Description: Until now, bad data has driven the market higher. Could that change this year? Source: CNNMoney.com – video report Date: April 06, 2015 Link: http://money.cnn.com/video/investing/2015/04/06/can-bad-economic-data-be-good-for-stocks.cnnmoney/ Questions for Discussions: What does this report suggest is the reason stocks have been rising on bad economic news? Do you agree with the overall analysis presented in this… Read more »
LinkedIn picks up Lynda.com for $1.5 billion
Description: The business-oriented social networking service is betting on online education in a move it says will help further the site’s global mission statement. Source: Fortune.com – video report Date: April 09, 2015 Link: http://for.tn/1CA0Nav Questions for Discussions: How is this a good merger for both companies? How will the merger contribute to growth for… Read more »
When it comes to stocks vs. cash, follow Buffett’s lead
Description: Here’s a trick question, see if you can figure it out. Of the following two investments, which one carries the lowest risk — cash or stocks? Source: MarketWatch.com Date: April 08, 2015 Link: http://www.marketwatch.com/story/when-it-comes-to-stock-vs-cash-follow-buffetts-lead-2015-04-08 Questions for discussion: What is the answer to the question in the title and the reasoning for the choice? Do… Read more »
Montreal’s David’s Tea brewing up U.S. IPO with US$75-million expansion plan
Description: Montreal-based David’s Tea will file for an initial public offering of its shares in the United States with an aim to raise US$75 million to fuel its North American expansion plans. Source: FinancialPost.com Date: April 06, 2015 Link: http://business.financialpost.com/news/retail-marketing/montreals-davids-tea-brewing-up-u-s-ipo-with-us75-million-expansion-plan Questions for discussion: What are the positive aspects that make this IPO interesting to investors?… Read more »
