Description: The cheap-suit seller is getting obliterated, and it’s taking down new owner Men’s Wearhouse with it. Source: Bloomberg.com Date: Dec 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-10/can-jos-a-bank-really-survive-without-excessive-discounts- Questions for Discussions: Explain the financial problems facing the firm. Is there a case to be made for this acquisition?
Posts Categorized: Industry Analysis
Buffett stock-portfolio idea spot on
Description: My partner and Rebalance IRA co-founder Scott Puritz recently gave an interview to USA Today sure to raise the hackles of thousands of retirement advisors: The typical 60/40 stock-and-bond portfolio is fast becoming a problem for millions of American savers. Source: MarketWatch.com Date: Dec 03, 2015 Link: http://www.marketwatch.com/story/buffett-stock-portfolio-idea-spot-on-2015-12-03 Questions for discussion: What is the… Read more »
Vanguard’s Gain Is Wall Street’s Pain as Billions Leave the Financial Industry
Description: Passive investing popularized by Vanguard has removed a chunk of Wall Street’s revenue. Source: Bloomberg.com Date: Dec 01, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-01/vanguard-s-gain-is-wall-street-s-pain-as-billions-leave-the-financial-industry Questions for Discussions: Explain Vanguard’s success. How can Wall Street respond?
Pfizer, Allergan in $155 billion inversion deal
Description: Pfizer Inc. and Allergan PLC said Monday that they would merge in a so-called inversion deal worth about $155 billion that would create the world’s biggest drug maker by sales. Source: MarketWatch.com Date: Nov 23, 2015 Link: http://www.marketwatch.com/story/pfizer-allergan-in-155-billion-inversion-deal-2015-11-23-84852729 Questions for discussion: What is an “inversion deal”? What motivated this merger? Do you think it… Read more »
Allergan CEO Talks Mergers and Acquisitions Past and Future
Description: Brent Saunders sits down with Fortune’s Susie Gharib to discuss buying Actavis and his merger talks with Pfizer. Source: Fortune.com – video report Date: Nov 12, 2015 Link: http://for.tn/1NsY9t5 Questions for discussion: Summarize the reasons given by Brent Saunders for more and more mergers taking place. What do you think about his explanation and… Read more »
Grounded: GoPro crashes below IPO price
Description: Once a highflying stock, GoPro has officially been grounded. Source: CNNMoney.com – video report Date: Nov 13, 2015 Link: http://money.cnn.com/2015/11/13/investing/gopro-breaks-ipo-price/index.html?iid=hp-toplead-dom Questions for discussion: What happened to GoPro and its stock? Do you think its stock price can recover?
Is there a bubble in tech valuations?
Description: There are now more than 140 unicorns with a combined valuation of over $78 billion — are some of them overvalued? Source: CNNMoney.com – video report Date: Nov 11, 2015 Link: http://money.cnn.com/video/technology/2015/11/11/is-there-a-bubble-in-tech-valuations.cnnmoney/ Questions for Discussions: Summarize the arguments presented in this report for and against. Do you think there is a bubble?
Pharma exec Martin Shkreli may be an ass, but he’s only taking advantage of warped U.S. regulatory incentives
Description: Avoiding toxoplasmosis generally comes down to washing your hands after handling soiled kitty litter and cooking meat properly. Source: FinancialPost.com Date: Nov 12, 2015 Link: http://business.financialpost.com/financial-post-magazine/pharma-exec-martin-shkreli-may-be-an-ass-but-hes-only-taking-advantage-of-warped-u-s-regulatory-incentives Questions for discussion: Summarize the issues raised in this article? Is there a regulatory problem?
Is the Keystone XL Pipeline the Right Energy Debate?
Description: Andrew Winston, Winston Eco-Strategies founder and author of “The Big Pivot,” discusses President Barack Obama’s rejection of TransCanada’s bid to build the Keystone XL pipeline. He speaks with Bloomberg’s Scarlet Fu and Alix Steel on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/is-the-keystone-xl-pipeline-the-right-energy-debate- Questions for discussion: Summarize… Read more »
Was Obama Wrong?: Why U.S. Needs Keystone Pipeline
Description: Texas Republican Senator Blake Farenthold discusses President Obama’s decision to reject the Keystone Pipeline with Betty Liu on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 6, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/was-obama-wrong-why-u-s-needs-keystone-pipline Questions for discussion: What are the arguments presented by Senator Blake Farenthold favoring Keystone? Do you agree with his assessment?
