The winners and losers in the oil game

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

Description: The new age of abundant and cheap energy is changing fortunes in the geopolitical landscapes, strengthening some governments while weakening others. Bloomberg’s Ryan Chilcote reports on “Countdown.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 20, 2014 Link: http://www.bloomberg.com/video/oil-prices-the-winners-and-the-losers-hwDmp9QhTW6ZupqOIht39Q.html Questions for Discussions: Who are the winners and losers while oil prices decline? What… Read more »

Best Buy soars. Take that, Amazon!

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Description: Best Buy was having a lousy 2014. But it’s no longer Amazon’s showroom. Price matching and excitement about new Apple products have helped the company rebound. Source: CNNMoney.com – video report Date: Nov 20, 2014 Link: http://money.cnn.com/video/investing/2014/11/20/best-buy-stock-soars.cnnmoney/ Questions for Discussions: Why has Best Buy stock rebounded in value? What does the report suggest was… Read more »

A Dying Mall in Concord, New Hampshire

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Description: On a crisp Friday evening in late October, Shannon Rich, 33, is standing in a dying American mall. Three customers wander the aisles in a Sears the size of two football fields. The RadioShack is empty. A woman selling smartphone cases watches “Homeland” on a laptop. Source: Bloomberg.com Date: Nov 21, 2014 Link: http://www.bloomberg.com/news/2014-11-21/a-dying-mall-in-concord-new-hampshire.html… Read more »

Warren Buffett buying battery maker Duracell

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

Description: Berkshire Hathaway, owned by Warren Buffett, is buying Duracell for $4.7 billion worth of stock from Proctor & Gamble. P&G will also recapitalize Duracell with $1.7B before the transaction is complete. Source: Fortune.com – video report Date: Nov 13, 2014 Link: http://for.tn/1xwAcvo Questions for Discussions: How did this deal cause P&G stock to jump?… Read more »

Hasbro in talks to acquire DreamWorks Animation

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Description: According to Deadline Hollywood, Hasbro is “deeply engaged” in talks to acquire the motion picture company DreamWorks, known for huge blockbuster animation movies like Shrek. Source: Fortune.com – video report Date: Nov 13, 2014 Link: http://for.tn/1xSIpJM Questions for Discussions: Does the acquisition make sense for these firms and for investors? Do you think investor… Read more »

Walmart Q3 Results Beat Street Expectations: Are They Sustainable?  

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

Description: After seven long quarters of declines, for the third quarter of 2014, Walmart posted a modest increase of 0.5 percent in sales at U.S. stores open at least a year. Source: Forbes.com Date: Nov 13, 2014 Link: http://www.forbes.com/sites/paularosenblum/2014/11/13/walmart-q3-results-beat-street-expectations-is-it-sustainable/ Questions for Discussions: What does the report say about Walmart financials today and looking ahead? Given… Read more »

What We Learned From High-Cost Lender OnDeck’s IPO Filing

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

Description: OnDeck, a small business lender that has loaned Main Street companies more than $1.7 billion since 2007, sometimes at annual percentage rates exceeding 100 percent, has filed for an initial public offering. Source: Businessweek.com Date: Nov 11, 2014 Link: http://www.businessweek.com/articles/2014-11-11/ondeck-ipo-alternative-loans-arent-getting-any-cheaper#r=nav-fst Questions for Discussions: Is OnDeck gouging borrowers, in your opinion? Evaluate the level of… Read more »

Alibaba Said to Seek $8 Billion in Bond Deal for Loan Repayment

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Description: Alibaba Group Holding Ltd. (BABA) is planning to raise as much as $8 billion as soon as next week in its first U.S. bond sale, just two months after the Chinese company completed the biggest public stock offering ever, according to people with knowledge of the matter. Source: Bloomberg.com Date: Nov 13, 2014 Link:… Read more »

What’s behind the Saudi Oil Price Cut

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

Description: Nasdaq Advisory Services Lead Energy Analyst Tamar Essner and Oilprice.com Senior Contributor Dan Dicker discuss the price of oil on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 04, 2014 Link: http://www.bloomberg.com/video/what-s-behind-the-saudi-oil-price-cut-UvsjUNlkRR6BSO7_DJlUkw.html Questions for Discussions: According to the panel, what is driving lower prices of oil? Do you think prices can… Read more »

Whole Foods reports 9% growth over last year

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Management Issues.

Description: Whole Food’s fiscal year culminated at the end of September, reporting “Record total sales of $3.3 billion, a 9% increase over the prior year.” Source: Fortune.com – video report Date: Nov 06, 2014 Link: http://for.tn/1GuEyIx Questions for Discussions: How well has the firm performed financially? Do you think the firm still warrants a premium… Read more »