Allergan’s attempts to elude Ackman’s bid fuel bearish bets

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

Description: Should Bill Ackman and Valeant Pharmaceuticals International Inc. fail in their bid to take over Allergan Inc., options traders will be hedged. Source: Bloomberg.com Date: Aug 28, 2014 Link: http://www.bloomberg.com/news/2014-08-28/allergan-attempts-to-elude-ackman-bid-fuel-bearish-bets.html Questions for Discussions: What does this report say about the various strategies in play? What would you advise investors to do at this time?

Why Samsung Is Hoarding Its Cash

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

Description: Now that it’s selling Nooks to consumers, Samsung Electronics has a new way to compete with Apple and Amazon.com. The Korean company on Wednesday unveiled its new Samsung Galaxy Tab Nook, a 7-inch tablet that uses software for the Barnes & Noble electronic reader. Source: Businessweek.com Date: August 22, 2014 Link: http://www.businessweek.com/articles/2014-08-22/why-samsung-is-hoarding-its-cash#r=hp-ls Questions for… Read more »

Why Target will pull out all the stops to save face in Canada

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

Description: It only took 15 months after Target Corp. made a wildly hyped venture into Canada before someone sounded a death knell for the mass merchant. Source: FinancialPost.com Date: Aug 22, 2014 Link: http://business.financialpost.com/2014/08/22/why-target-will-pull-out-all-the-stops-to-save-face-in-canada/ Questions for discussion: What is the financial damage to Target due to its poor performance? How would you deal with the… Read more »

Zillow CEO: Why Trulia is worth it

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

Description: Zillow CEO Spencer Rascoff explains why he wants to buy Trulia and talks about future growth for the combined company. Source: CNNMoney.com – video report Date: July 28, 2014 Link: http://money.cnn.com/video/news/2014/07/28/zillow-ceo-trulia-deal.cnnmoney/ Questions for Discussions: Summarize the reasons given for the deal. Do you think they deal is a good one? How will this deal… Read more »

Investors like Amazon 3D phone chatter

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Description: The only thing cooler than a 3D phone? A drone delivering it to you. Amazon stock enjoyed a nice pop after announcing (via YouTube) that it will unveil a new product — likely a 3D phone — on June 18. Source: CNNMoney.com – video report Date: June 06, 2014 Link: http://money.cnn.com/video/investing/2014/06/06/investing-the-buzz-amazon-3d-smartphone-drone-delivery.cnnmoney/index.html Questions for Discussions:… Read more »

The ticking time bomb in Europe’s latest economic stimulus

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Description: Europe needs to get real about its so-called “zombie bank” problem and take the hits needed to unclog its lending machine. Source: Fortune.com Date: June 06, 2014 Link: http://fortune.com/2014/06/06/europe-economy-banks-lending/ Questions for Discussions: What are the problems facing European banks, according to the report? What are the suggested solutions?

Tesla debt: An electric lemon?

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

Description: Tesla debt may have gotten a junk bond rating from Standard and Poor due to concerns about its ‘niche’ market status. But investors in Tesla stock still have faith in Elon Musk. Source: CNNMoney.com – video report Date: May 28, 2014 Link: http://money.cnn.com/video/investing/2014/05/28/n-tesla-electric-cars-elon-musk-bonds.cnnmoney/index.html Questions for Discussions: Explain the differences in thinking by Tesla bond… Read more »

Ballmer’s $2 Billion Offer Wins Clippers Bidding

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Description: Former Microsoft Corp. (MSFT) Chief Executive Officer Steve Ballmer bought the Los Angeles Clippers for a record $2 billion as the wife of Donald Sterling pushed through the sale without gaining the approval of the embattled owner. Source: Bloomberg.com Date: May 30, 2014 Link: http://www.bloomberg.com/news/2014-05-30/ballmer-s-2-billion-offer-said-to-win-clippers-bidding.html Questions for Discussions: Do you think the price was… Read more »

Golf Market Stuck in Bunker as Thousands Leave the Sport

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

Description: The golf industry is in the rough. Once the go-to activity for corporate bonding, the sport is suffering from an exodus of players, a lack of interest among millennials and the mass closure of courses. Source: Bloomberg.com Date: May 23, 2014 Link: http://www.bloomberg.com/news/2014-05-23/golf-market-stuck-in-bunker-as-thousands-leave-the-sport.html Questions for Discussions: What does this report say about the reasons… Read more »

Companies Choose Profits Over Productivity

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

Description: When the U.S. economy emerged from the recession in June 2009, productivity was rising at a fast clip. Companies had spent the downturn cutting jobs and were lean and efficient. Productivity—output per hour worked—jumped 5.5 percent in the fourth quarter from a year earlier as workers did more with less. But as the recovery has chugged… Read more »