Description: According to January 2016 research, cost is one of the top reasons. Source: eMarketer.com Date: Apr 29, 2016 Link: http://www.emarketer.com/Article/Why-Internet-Users-Cutting-Cord/1013893?ecid=NL1003#sthash.8mWOZoJ3.dpuf Questions for discussion: Do you think this research is, or is going to be, a financial problem for the industry? How can the industry mitigate customers’ perceived high costs for the services?
Posts Categorized: Industry Analysis
Netflix Stock Is Still Falling
Description: And many are questioning its long-term growth Source: Fortune.com – video report Date: Apr 21, 2016 Link: http://for.tn/1SvOqrb Questions for discussion: What does the report say about Netflix and the expectations for growth? Do you think the CVS strategy will be cost effective?
McDonald’s All-Day Breakfast, Value Deals Help Fuel Turnaround
Description: McDonald’s Corp.’s comeback is gaining steam, fueled by all-day breakfast, value deals and lower commodity prices. Source: Bloomberg.com – video report Date: April 22, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-22/mcdonald-s-profit-tops-estimates-on-all-day-breakfast-discounts Questions for Discussions: Explain McDonald’s financial turnaround. Do you think this is a longer-term trend?
Opinion: Why Under Armour is a better investment than Nike
Description: Much faster sales growth has driven outsized stock performance at Under Armour Source: MarketWatch.com Date: Apr 22, 2016 Link: http://www.marketwatch.com/story/why-under-armour-is-a-better-investment-than-nike-2016-04-21 Questions for Discussions: What is the basis for suggesting UA is a better investment than Nike? Do you agree with the assessments and recommendation?
Banks Are Still Feeling the Effects of the Oil Plunge
Description: Even though oil prices are rebounding Source: Fortune.com – video report Date: Apr 14, 2016 Link: http://for.tn/1qUEf6L Questions for Discussions: What does the report say about the impact oil prices have had on banking profits? Why is there reason to be optimistic about the economy going forward this year?
Oil Drillers Feel the Pain as Banks Slash Their Credit Lines
Description: Chesapeake Energy Corp., the deeply indebted shale producer, said this week that it can hang on to its $4 billion bank line as long as it posts just about everything it owns as collateral. Source: Bloomberg.com – video report Date: Apr 13, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-12/oil-drillers-feel-the-pain-as-banks-slash-their-credit-lines Questions for discussion: What does the report say about this… Read more »
These 12 U.S. companies have increased sales for at least 60 straight quarters
Description: And their stock prices reflect that remarkable track record Source: MarketWatch.com Date: April 13, 2016 Link: http://www.marketwatch.com/story/these-12-us-companies-have-increased-sales-for-at-least-60-straight-quarters-2016-04-13 Questions for discussion: What, if anything do these companies have in common? Do you think conditions that promoted growth will likely continue for the next year?
Uber says it’s profitable in the US — here’s how much it makes per ride
Description: Uber has been pushing to reach profitability in the US and Canada by the second quarter of 2016, and the company now says it’s made that goal, according to a new report by Bloomberg’s Eric Newcomer. Source: Yahoo.com/BusinessInsider.com Date: Apr 14, 2016 Link: https://finance.yahoo.com/news/uber-says-profitable-us-much-151211910.html Questions for Discussions: What do you think of the financials… Read more »
New York City’s Public Advocate Just Told Hedge Funds To Shove It
Description: “Let them sell their summer homes and jets, and return those fees to their investors.” Source: HuffingtonPost.com Date: Apr 14, 2016 Link: http://www.huffingtonpost.com/entry/nyc-divest-hedge-funds_us_570fd993e4b08a2d32b95bfa?utm_hp_ref=business Questions for discussion: What is the basis for dissatisfaction with the hedge fund industry? Do you think the public criticism of the industry is justified?
This bottoms-up forecast says stocks will pop 10% higher
Description: Critical information ahead of the U.S. market’s open Source: MarketWatch.com Date: April 08, 2016 Link: http://www.marketwatch.com/story/bottoms-up-estimates-say-stocks-now-will-pop-10-2016-04-08 Questions for discussion: Explain what the article says about the market today and forecasts for the near future? Do you agree with this analysis?
