Boomers get older. Healthcare companies salivate

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

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?

Michael Kors is no longer in fashion

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

Description: The handbag wars are hurting Michael Kors. Same-store sales fell and the outlook is not good. Shares are languishing on Wall Street’s discount rack. Source: CNNMoney.com – video report Date: May 27, 2015 Link: http://money.cnn.com/video/investing/2015/05/27/michael-kors-buzz.cnnmoney/ Questions for Discussions: Why has the stock performed poorly? What should management do to increase same-store sales? Do you… Read more »

Adidas’ image problem

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

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 »

Why Lehman Brothers Lives On

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues, Market Analysis.

Description: The repercussions of Lehman Brothers’ bankruptcy can still be felt. It has been almost seven years since the firm’s failure started a global financial crisis and deep recession in most developed countries. Yet the real damage is only now becoming clear. Source: NYTimes.com Date: May 27, 2015 Link: http://www.nytimes.com/2015/05/28/business/dealbook/why-lehman-brothers-lives-on.html?ref=dealbook Questions for discussion: What does… Read more »

CVS to Buy Omnicare in $12.7 Billion Pharmacy Expansion Deal

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

Description: CVS Health Corp. agreed to acquire nursing-home pharmacy Omnicare Inc. in a deal valued at $12.7 billion, adding services for the elderly to bolster its position as the biggest U.S. retailer of prescription drugs. Source: Bloomberg.com – video report Date: May 21, 2015 Link: http://www.bloomberg.com/news/articles/2015-05-21/cvs-to-buy-omnicare-in-12-7-billion-deal-for-pharmacy-expansion-i9y39jub Questions for Discussions: Summarize the financial highlights of this… Read more »

NRG CEO: Massive change is coming to the energy world

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

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 »

Yahoo and Alibaba: Misery loves company

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

Description: Alibaba’s plunging stock price is terrible news for Yahoo CEO Marissa Mayer. Yahoo plans to spin-off the rest of its Alibaba stake later this year. Source: CNNMoney.com Date: May 06, 2015 Link: http://money.cnn.com/video/investing/2015/05/06/yahoo-alibaba-stock-buzz.cnnmoney/ Questions for Discussions: Why are the two stocks out of favor with investors? Do you think they are oversold?

How do mergers and acquisitions help big pharma?

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

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

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

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 »