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

Description: Montreal-based David’s Tea will file for an initial public offering of its shares in the United States with an aim to raise US$75 million to fuel its North American expansion plans.

Source: FinancialPost.com

Date: April 06, 2015

Link: http://business.financialpost.com/news/retail-marketing/montreals-davids-tea-brewing-up-u-s-ipo-with-us75-million-expansion-plan

Questions for discussion:

  • What are the positive aspects that make this IPO interesting to investors?
  • How would you evaluate the IPO?

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

Description: Investors and consumers seem to have forgotten about the big data breach. Target’s stock is at an all-time high. Wall Street loves what new CEO Brian Cornell is doing.

Source: CNNMoney.com – video report

Date: March 31, 2015

Link: http://money.cnn.com/video/investing/2015/03/31/target-stock-buzz.cnnmoney/

Questions for Discussions:

  • Why has Target’s stock price performed so well?
  • Do you think it’s a good buy?

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

Description: With the company going public Wednesday, stock price immediately jumped roughly 30 percent. But debt has some investors worried.

Source: Fortune.com – video report

Date: April 01, 2015

Link: http://for.tn/1CO9umm

Questions for Discussions:

  • Why do you suppose the IPO performed so well on its first day?
  • Do you believe the valuation is appropriate going forward?
  • Would you have been a buyer?

Posted by & filed under Financial analysis, Governments & Regulators.

Description: The most dangerous time for the Treasury market this month will be when the U.S. issues employment data on Friday, if February and March are any guide.

Source: FinancialPost/Bloomberg.com

Date: March 02, 2015

Link: http://business.financialpost.com/investing/why-good-friday-could-turn-into-friday-the-13th-for-the-worlds-biggest-bond-market

Questions for Discussions:

  • What are bond investors looking at as a determinant of higher interest rates?
  • What else should they consider?
  • How do you think bonds will perform over the next year?

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

Description: Motorola Solutions Inc. has failed to find a buyer after seeking to drum up interest from private-equity funds and large industrial companies, people with knowledge of the matter said.

Source: Bloomberg.com

Date: April 02, 2015

Link: http://www.bloomberg.com/news/articles/2015-04-02/motorola-is-said-unable-to-find-buyers-after-months-long-effort

Questions for discussion:

  • Why do you think Motorola is having difficulty finding a buyer?
  • What are the options for the firm’s management?
  • What would you do to maximize shareholder value?

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

Description: If McDonald’s franchises follow the parent company – which recently hiked wages — and hike their own wages, some of them could soon be out of business. But before they close the door, they may lay-off many of their employees, who will end up paying for the wage hike.

Source: Forbes.com

Date: April 02, 2015

Link: http://www.forbes.com/sites/panosmourdoukoutas/2015/04/02/who-will-pay-for-mcdonalds-wage-hikes/

Questions for discussion:

  • What are the conflicting financial issues facing McDonald’s corporate and franchise operations?
  • What do you think the result will be of rising wages on franchise operators?
  • Is there a way to mitigate the financial strain on operations?

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

Description: Heinz, owned by Berkshire Hathaway and private equity firm 3G, are scooping up the maker of Velveeta. Will Warren Buffett look to acquire even more food companies?

Source: CNNMoney.com – video report

Date: March 25, 2015

Link: http://money.cnn.com/video/investing/2015/03/25/kraft-heinz-buffett-merger.cnnmoney/

Questions for Discussions:

  • What are the reasons that explain consolidation in the food industry?
  • Which other food company do you think would fit well in the Berkshire Hathaway group?

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

Description: Standard Chartered Plc’s Paul Horsnell forecasts oil will rise to US$90 a barrel in the fourth quarter. Bank of America Merrill Lynch’s Francisco Blanch predicts US$58. Six months ago, they were just US$1 apart.

Source: NationalPost.com/Bloomberg – video report

Date: March 26, 2015

Link: http://business.financialpost.com/2015/03/27/oil-analysts-havent-been-this-divided-in-8-years-as-market-gets-messier-so-whats-an-investor-to-do/?__lsa=62a8-b7e6

Questions for Discussions:

  • What are the reasons for diverse opinion about the future of oil prices?
  • What do you think is likely to happen?

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

Description: Nike’s guidance for its future orders was surprisingly weak. But that’s only because of the dollar’s surge. Investors are excited that demand remains strong, especially in China and Europe.

Source: CNNMoney.com – video report

Date: March 20, 2015

Link: http://money.cnn.com/video/investing/2015/03/20/nike-stock-buzz.cnnmoney/

Questions for Discussions:

  • How does the strong U.S. dollar affect Nike’s financial performance?
  • Explain why Nike managed to perform so well?

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

Description: Don’t expect European inflows to keep up torrid pace: analysts

Source: MarketWatch.com

Date: March 28, 2015

Link: http://www.marketwatch.com/story/investors-flee-us-stock-funds-at-a-rate-last-seen-in-2009-2015-03-27

Questions for discussion:

  • Why are investors moving into European stocks?
  • When do you think it will taper off?