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?
Posts Categorized: Industry Analysis
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 »
NRG CEO: Massive change is coming to the energy world
Description: David Crane sits down with Fortune’s Susie Gharib to talk about the changing landscape of the energy business. Source: Fortune.com – video report Date: May 21, 2015 Link: http://for.tn/1EhEjMg Questions for Discussions: What are the issues discussed in this report that should concern the energy industry, according to David Crane? How do you think… Read more »
How do mergers and acquisitions help big pharma?
Description: The CEO of Novartis sits down with Fortune’s Susie Gharib and talks about how M&A’s help companies to develop innovative drugs faster. Source: Fortune.com Date: May 06, 2015 Link: http://for.tn/1QnpHnu Questions for Discussions: Why is there more M&A interest in the pharmaceutical industry? Is this a good thing for the industry? How should investors… Read more »
Air Ambulances Offer a Lifeline, and Then a Sky-High Bill
Description: Clarence W. Kendall, a rancher in Pearce, Ariz., was moving bales on top of a haystack when he fell eight feet and struck his head on the corner of a truck below. His health insurance covered most of the cost of treating the head trauma caused by the accident. But there was one bill,… Read more »
Hulu doesn’t need ‘Friends’ after ‘Seinfeld’ deal
Description: The streaming service is paying $180 million for all nine seasons of the classic NBC comedy ‘Seinfeld.’ Source: Fortune.com – video report Date: April 29, 2015 Link: http://for.tn/1EpC4Kb Questions for Discussions: How would you go about evaluating a dollar value offer for these series? Do you think the deal for Seinfeld is fair for… Read more »
Comcast’s Track Record in Past Deals May Be Hitch for Merger With Time Warner Cable
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 »
Goldman Sachs CEO on the benefits of low oil
Description: Goldman Sachs CEO Lloyd Blankfein says low oil prices are a net positive for the U.S. economy. Source: CNNMoney.com – video report Date: Feb 24, 2015 Link: http://money.cnn.com/video/investing/2015/02/24/lloyd-blankfein-goldman-sachs-oil.cnnmoney/ Questions for Discussions: Why does Lloyd Blankfein believe lower oil prices are good for the economy? How should investors be expected to respond if his understanding… Read more »
Is FOMO in tech startups driving valuation?
Description: Investor Bill Gurley says that investing too much money in new technologies may be cause for concern. Fortune’s Andrew Nusca and Erin Griffith discuss. Source: Fortune.com – video report Date: Feb 24, 2015 Link: http://for.tn/1BlY8qR Questions for Discussions: Summarize the concerns and the reasons for valuations. How do you think investors should approach this… Read more »
HSBC bank raided by Swiss authorities
Description: The public prosecutor’s office in Geneva has opened a criminal inquiry into allegations of money laundering at HSBC. Source: CNNMoney.com – video report Date: Feb 17, 2015 Link: http://money.cnn.com/video/news/2015/02/18/hsbc-bank-raid.cnnmoney/ Questions for Discussions: What are the concerns for investors if the investigations show illegal activities have been going on at the bank? How is this… Read more »
