Mylan’s EpiPen caught the full force of drug price outrage because it was the perfect target, not because it was the only one

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

Description: After the hit taken by Mylan Inc. last week for its sixfold increase in the price of the lifesaving EpiPen, Umer Raffat, an analyst at Evercore ISI, has been receiving a certain request: Investors want to know which companies are making similar moves. Source: MarketWatch.com Date: Sep 02, 2016 Link: https://www.marketwatch.com/story/mylans-epipen-caught-the-full-force-of-drug-price-outrage-because-it-was-the-perfect-target-not-because-it-was-the-only-one-2016-08-31?siteid=nwtwk Questions for Discussions: What… Read more »

Ireland to join Apple in fight against EU tax ruling

Posted by & filed under Governments & Regulators, Management Issues.

Description: Ireland’s cabinet agreed on Friday to join Apple (AAPL.O) in appealing against a multi-billion-euro back tax demand that the European Commission has imposed on the iPhone maker, despite misgivings among independents who back the fragile coalition. Source: BNN.ca Date: Sep 05, 2016 Link: https://www.bnn.ca/ireland-to-join-apple-in-fight-against-eu-tax-ruling-1.559951 Questions for discussion: What is the basis of the action… Read more »

This Is the Easiest Way to Invest in Change the World Companies

Posted by & filed under Growth & Valuation, Management Issues.

Description: New funds and ETFs are doing the work for you. Source: Fortune.com – video report Date: Aug 19, 2016 Link: https://fortune.com/2016/08/19/social-impact-investment-funds/?iid=leftrail Questions for discussion: Summarize the qualities considered worthy of recognition? Why are investors being directed to ETFs and other instruments focusing on ethical firms?

A Breakup Fairy Tale for Disney

Posted by & filed under Company Analysis, Financial analysis, Management Issues.

Description: If the Magic Kingdom wants to find its next ruler, it might help if it weren’t quite so sprawling. Source: Bloomberg.com Date: May 11, 2016 Link: https://www.bloomberg.com/gadfly/articles/2016-05-11/why-disney-should-split-off-espn-abc Questions for Discussions: What are the concerns facing Disney, according to the report? What are some possible scenarios?

Tim Cook’s TV Appearances Don’t Bode Well for Apple Stock

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues.

Description: Causing investors to question his credibility Source: Fortune.com – video report Date: May 09, 2016 Link: https://for.tn/1rLV2sy Questions for discussion: What does the report say about the relationship between Tim Cook’s public appearances and Apple’s stock valuation? What are the managerial issues related to his public appearances?

Restaurants Invest in Technology to Improve Overall Efficiency

Posted by & filed under Company Analysis, Management Issues.

Description: 7% of respondents are investing in the technology to keep up with competitors Source: eMarketer.com Date: May 09, 2016 Link: https://www.emarketer.com/Article/Restaurants-Invest-Technology-Improve-Overall-Efficiency/1013933#sthash.fHBRKspS.dpuf Questions for Discussions: Why are restaurants investing in these new technologies? How cost-effective are these spent dollars, in your opinion?

This Is Why J.C. Penney’s Shares Are Tanking Today

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

Description: Cost-cutting measures have already begun. Source: Fortune.com – video report Date: May 06, 2016 Link: https://for.tn/1SUgToR Questions for discussion: Why is the company share-value falling so dramatically? Do you think the current valuation represents a buy-opportunity as the firm attempts to rebuild momentum?