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

Description: McDonald’s Corp. Chief Executive Officer Steve Easterbrook promised to give details of his turnaround plan for the struggling chain next month, following another quarter of declining sales and profit.

Source: FinancialPost.com/Bloomberg.com

Date: April 22, 2015

Link: http://business.financialpost.com/investing/mcdonalds-ceo-promises-turnaround-plan-after-six-straight-quarters-of-slumping-sales

Questions for Discussions:

Why did the stock jump on the news of a plan?

  • Do you think the stock price will be maintained?
  • What do investors want to see and hear from management?

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

Description: No, it’s not the Christmas season. The company’s CEO tells CNNMoney what holidays Party City makes the most money from.

Source: CNNMoney.com – video report

Date: April 16, 2015

Link: http://money.cnn.com/video/investing/2015/04/16/party-city-ipo.cnnmoney/

Questions for Discussions:

  • Do you consider this company a good buy?
  • How does the company generate revenues?
  • Evaluate the risk for investors in this company.

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

Description: Eric Shoenstein of the Jensen Quality Growth Fund favors “all weather” companies that excel in good times and bad

Source: WSJ.com – video report

Date: April 16, 2015

Link: http://www.wsj.com/video/the-bullish-case-for-nike-and-medtronic/876DCCC5-7769-4672-B7ED-638A89EFB131.html

Questions for Discussions:

  • What does Eric Shoenstein look for in a company?
  • Do you like his picks in this report?

Posted by & filed under Company Analysis, Financial analysis.

Description: If investors ever stop betting on opportunity and promise, things could get pretty scary for Netflix investors.

Source: MarketWatch.com

Date: April 16, 2015

Link: http://www.marketwatch.com/story/a-possible-netflix-horror-story-in-4-charts-2015-04-16?dist=afterbell

Questions for Discussions:

  • What does each of the charts say about Netflix?
  • Do you agree with the warnings and concerns?

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description: Stanley Druckenmiller, the man who broke the Bank of England and made $1 billion in 1992 by selling the British pound with his colleague George Soros, is worried about today’s economy.

Source: Bloomberg.com

Date: April 13, 2015

Link: http://www.bloombergview.com/articles/2015-04-13/yes-worry-about-the-stock-market

Questions for discussion:

  • What is the basis for his concern?
  • Do you agree with his assessment and conclusion?

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

Description: This week, I thought I would provide an update on a company I’ve written about a few times over the years: CarMax. The company is the United States’ largest retailer of used vehicles. Headquartered in Richmond, Va., CarMax operates 146 used car stores in 74 markets. The CarMax consumer offer features low, no-haggle prices, a broad selection of CarMax Quality Certified used vehicles and superior customer service.

Source: MontrealGazette.com

Date: April 13, 2015

Link: http://montrealgazette.com/business/francois-rochon-the-experience-of-investing-in-carmax?__lsa=9ddf-1fe6

Questions for Discussions:

  • Why does this investor speak highly about CarMax?
  • Do you agree with his long-term assessment?

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

Description: Until now, bad data has driven the market higher. Could that change this year?

Source: CNNMoney.com – video report

Date: April 06, 2015

Link: http://money.cnn.com/video/investing/2015/04/06/can-bad-economic-data-be-good-for-stocks.cnnmoney/

Questions for Discussions:

  • What does this report suggest is the reason stocks have been rising on bad economic news?
  • Do you agree with the overall analysis presented in this report?
  • Where do you see stock prices going over the next year?

Posted by & filed under Company Analysis, Growth & Valuation, Market Analysis.

Description: The business-oriented social networking service is betting on online education in a move it says will help further the site’s global mission statement.

Source: Fortune.com – video report

Date: April 09, 2015

Link: http://for.tn/1CA0Nav

Questions for Discussions:

  • How is this a good merger for both companies?
  • How will the merger contribute to growth for both companies?

Posted by & filed under Company Analysis, Financial Planning.

Description: Amid its international growth plan to cut $1.5 billion in costs, Walgreen Boots Alliance (WBA)new management team led by Italian billionaire Stefano Pessina said 200 U.S. stores would close amid the restructuring and integration of two iconic brands.

Source: Forbes.com

Date: April 09, 2015

Link: http://www.forbes.com/sites/brucejapsen/2015/04/09/expense-of-going-global-means-walgreens-to-close-200-u-s-stores/

Questions for Discussions:

  • Why is Walgreens closing stores?
  • How will this decision affect its finances?
  • Do the reported financials look good to you?

Posted by & filed under Growth & Valuation, Market Analysis.

Description: Here’s a trick question, see if you can figure it out. Of the following two investments, which one carries the lowest risk — cash or stocks?

Source: MarketWatch.com

Date: April 08, 2015

Link: http://www.marketwatch.com/story/when-it-comes-to-stock-vs-cash-follow-buffetts-lead-2015-04-08

Questions for discussion:

  • What is the answer to the question in the title and the reasoning for the choice?
  • Do you agree with the reasoning?