Description: Paamco Portfolio Manager Sam Diedrich discusses hedge fund woes. He speaks on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 15, 2015 Link: http://www.bloomberg.com/news/videos/2015-10-15/why-hedge-funds-are-facing-headwinds Questions for Discussions: Summarize the opinions presented in this report of interest to investors in hedge funds. Do you agree with these assessments?
Posts Categorized: Management Issues
Yum Brands just got one step closer to breaking itself up
Description: Fast-food restaurant operator Yum Brands added an activist hedge fund manager to its board and cut its full year outlook in China on Thursday. Source: BusinessInsider.com Date: Oct 15, 2015 Link: http://www.businessinsider.com/yum-brands-adds-keith-meister-to-board-2015-10 Questions for discussion: Do you think a break-up is probable? How should investors play this situation?
Valeant Pharmaceuticals International Inc faces fresh scrutiny with U.S. subpoenas on drug prices
Description: MONTREAL — Just when it seemed Valeant Pharmaceuticals Inc. was in the clear after being called out by U.S. politicians during a recent drug-pricing controversy, the Laval, Que.-based company is once again in the hot seat as it faces subpoenas from two federal prosecutors. Source: FinancialPost.com Date: Oct 16, 2015 Link: http://business.financialpost.com/investing/global-investor/valeant-pharmaceuticals-international-inc-face-fresh-scrutiny-with-u-s-subpoenas-on-drug-prices Questions for Discussions: What is… Read more »
Sex, Betrayal and Bond Traders: The Fall of American Apparel
Description: Sex, money, betrayal: The bizarre brawl between American Apparel Inc. and its founder, Dov Charney, has all that and more. But now this tabloid tale is coming down to a seemingly staid bit of finance: the bonds. Source: Bloomberg.com – video report Date: Oct 05, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-05/sex-betrayal-and-bond-traders-the-fall-of-american-apparel Questions for Discussions: What caused the… Read more »
DuPont CEO Ellen Kullman steps down
Description: DuPont has been under activist pressure in the recent months but Kullen reportedly wasn’t forced out of her position. Source: Fortune.com – video report Date: Oct 06, 2015 Link: http://for.tn/1PgzgFO Questions for discussion: Can a CEO avoid responsibility for “disappointing “ financial performance? What is the role of the board of directors in situations… Read more »
Why America’s Oil Output Refuses to Collapse
Description: Somewhere amid the maze of wells that Murphy Oil Corp. has scattered across Texas’s sprawling Eagle Ford shale formation, Brett Pennington is carrying out a little experiment. Source: Bloomberg.com – video report Date: Oct 01, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-30/america-s-oil-output-refuses-to-collapse-here-s-one-reason-why-#r=read Questions for Discussions: How have oil companies reacted to collapsing oil and sand prices? How does… Read more »
3 things you need to know about the Volkswagen scandal
Description: You might have heard that VW has admitted to cheating on emissions tests. But how did they do it? And what does it mean if you’re driving a diesel-powered Volkswagen? CNNMoney auto expert Peter Valdes-Dapena explains everything you need to know. Source: CNNMoney.com – video report Date: Sep 23, 2015 Link: http://money.cnn.com/video/news/2015/09/22/volkswagen-emissions-cheating-scandal-explained.cnnmoney/ Questions for… Read more »
The hedge funder at the center of the drug-increase controversy has a long history of alleged bad behavior
Description: The story of a young former hedge fund manager buying a lifesaving drug and then jacking up the price by more than 5,000% has ignited a firestorm. Source: BusinessInsider.com Date: Sep 24, 2015 Link: http://www.businessinsider.com/martin-shkrelis-history-of-lawsuits-2015-9 Questions for discussion: Summarize the arguments presented in this report. Where do you stand with respect to the behavior… Read more »
Opinion: Stock-market recovery won’t be far off, so hold tight
Description: After three years, the U.S. markets inevitably caught up to crash statistics. Ending a long period of relatively tranquil equity advances, the market is currently seeing its first major drop in years. Though declines are normal, this instance stands out because of just how long it’s been compared with the normal crash frequencies. Source:… Read more »
Robots Will Help Iron-Ore Miners Survive Price Rout
Description: When the rout in prices ends for the world’s iron-ore producers, those left standing probably will have more robots on their side. Source: Bloomberg.com Date: Sep 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-10/surviving-iron-ore-blood-bath-requires-a-lot-more-mining-robots Questions for discussion: How is robotics changing the mining industry? What are the financial planning implications related to this trend?
