Description: John O’Connell, chairman and CEO at Davis Rea, discusses BlackBerry. Source: BNN.ca – video report Date: April 11, 2017 Link: http://www.bnn.ca/video/john-o-connell-discusses-blackberry~1099714 Questions for discussion: Summarize the the analysis and advice. Do you agree?
Posts Tagged: Debt
Description: As more fans cut the cord and go mobile, the network is busy protecting its cable-TV money machine. Source: Bloomberg.com Date: Mar 30, 2017 Link: https://www.bloomberg.com/news/features/2017-03-30/espn-has-seen-the-future-of-tv-and-they-re-not-really-into-it Questions for discussion: How has the business model changed at ESPN? What can the company do to deal with these changes to operations?
Description: Vadim Perelman was a young hedge fund hot shot not so long ago, overseeing a portfolio in the hundreds of millions at the age of 31, hopping on corporate boards, and issuing lengthy slide presentations about his favorite stock picks. Source: Forbes.com Date: Mar 16, 2017 Link: https://www.forbes.com/sites/nathanvardi/2017/03/16/the-34-year-old-hedge-fund-manager-who-bet-everything-on-a-stock-that-tanked/#5585be5c16fb Questions for discussion: Summarize the strategic… Read more »
Description: Valeant Pharmaceuticals International Inc. stock slumped after Bill Ackman, once its biggest champion, exited the struggling drugmaker at a loss. Source: Bloomberg.com – video report Date: Mar 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-03-14/valeant-slumps-after-long-time-backer-ackman-exits-with-a-loss Questions for Discussions: Explain the reasons for the sudden stock plunge? What is the financial situation at the firm today? How should invesdtors… Read more »
Description: Valeant Pharmaceuticals International Inc. continues to be haunted by its ties to the Philidor speciality pharmacy as former executives from both companies face charges in a multimillion-dollar kickback scheme. Source: FinancialPost.com Date: Nov 17, 2016 Link: http://business.financialpost.com/investing/market-moves/former-valeant-executive-and-former-philidor-ceo-charged-with-fraud-in-pharmacy-probe Questions for discussion: What is the legal case against the firm based on? What are the financial… Read more »
Description: Claire’s Stores Inc., the struggling tween-jewelry retail chain, is asking bondholders to exchange almost $800 million of notes for new loans that would cut the company’s debt load and buy it more time to turn around its business. Source: Bloomberg.com Date: Aug 13, 2016 Link: http://www.bloomberg.com/news/articles/2016-08-13/teen-jewelry-retailer-claire-s-seeks-debt-swap-to-cut-borrowings Questions for Discussions: What are the risks for… Read more »
Description: The company is facing more direct competition. Source: Fortune.com – video report Date: Mar 31, 2016 Link: http://for.tn/1UuRp6q Questions for Discussions: What is the significance of the debt load? Why do you think the firm has agreed to these terms? How should investors deal with this information?
Description: NEW YORK – Creditors of Valeant Pharmaceuticals International, which has been in violation of lender agreements since Wednesday, are beginning to demand new terms that could further pressure the drugmaker’s business model, according to three people familiar with the matter. Source: Reuter.com/FinancialPost.com Date: Mar 21, 2016 Link: http://business.financialpost.com/investing/market-moves/valeant-pharmaceuticals-international-inc-creditors-prepare-to-slam-company-with-tougher-demands-in-face-of-default-sources Questions for Discussions: Do you think… Read more »
Description: Mr. Global Economy has spent much of the past seven years in an induced coma, with only a modest recovery from the Great Recession. The root causes of the life-threatening 2008-09 financial crisis remain unaddressed. Debt levels are higher now, and imbalances remain. Source: MarketWatch.com Date: Jan 12, 2016 Link: http://www.marketwatch.com/story/another-great-recession-threatens-world-financial-markets-2016-01-12?dist=lcountdown Questions for discussion:… Read more »
Description: Bruce Goldfarb, Okapi Partners president and chief executive officer, discusses the longer-term approach of activist investors with Bloomberg’s Alix Steel and Keri Geiger on “Bloomberg ‹GO›.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-27/the-longer-term-approach-of-activist-investors Questions for discussion: What does Bruce Goldfarb suggest is happening in investing circles? What advice… Read more »