Tax Bill Offers Last-Minute Breaks for Developers, Banks and Oil Industry

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

Description: Far from simplifying taxes, the bill opened up a whole range of tactics to lower the amount owed to the Internal Revenue Service. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/02/business/tax-bill-offers-last-minute-breaks-for-developers-banks-and-oil-industry.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What are the highlights of the tax bill, according to the report? How will investors be affected by these changes?… Read more »

Take that, Amazon and Walmart: Kroger sales surge

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: So much for Amazon and Walmart killing the grocery business. Source: CNNMoney.com – video report Date: Nov 30, 2017 Link: http://money.cnn.com/2017/11/30/investing/kroger-sales-supermarket-amazon-whole-foods-walmart/index.html Questions for discussion: Explain the financial results at Kroger. What criteria should analysts be looking at in order to evaluate food retailers?

Buffett loves Coke. But will he back a Pepsi buyout?

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

Description: Warren Buffett often jokes that he gets a quarter of his daily caloric intake from Coca-Cola. But an investment firm is suggesting that Kraft Heinz, which Buffett’s Berkshire Hathaway owns a nearly 27 percent stake in, may want to buy Coke rival Pepsi. Source: CNNMoney.com – video report Date: Nov 22, 2017 Link: http://money.cnn.com/2017/11/22/investing/kraft-heinz-pepsi-warren-buffett/index.html… Read more »

Will Justice Department’s Lawsuit Derail Deal-Making Boom?

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Description: The Trump administration’s lawsuit to block AT&T’s takeover of Time Warner not only threatens an enormous corporate deal. It also has ignited a guessing game on Wall Street about whether the booming market for mergers and acquisitions is about to be derailed. Source: NYTimes.com Date: Nov 21, 2017 Link: https://www.nytimes.com/2017/11/21/business/dealbook/justice-department-deal-making.html?rref=collection%2Fsectioncollection%2Fbusiness-dealbook&action=click&contentCollection=dealbook&region=stream&module=stream_unit&version=latest&contentPlacement=3&pgtype=sectionfront Questions for discussion: Do you think the… Read more »

Coca-Cola needs more products not named Coke

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Description: Coca-Cola needs to show consumers (and investors) that the company is more than just a maker of sugary sodas. Could food and booze soon be part of the Coke brand family Source: CNNMoney.com – video report Date: Nov 15, 2017 Link: http://money.cnn.com/2017/11/15/investing/coca-cola-investor-day/index.html Questions for discussion: Why should the firm be looking at acquisitions rather… Read more »

Musical.ly, a Chinese App Big in the U.S., Sells for $1 Billion

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

Description: SHANGHAI — The only Chinese social-media company to build a major network outside China will be taken over by a fast-growing Chinese upstart. Source: NYTimes.com Date: Nov 10, 2017 Link: https://www.nytimes.com/2017/11/10/business/dealbook/musically-sold-app-video.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=8&pgtype=sectionfront Questions for discussion: What might explain the valuation of this deal? What does this deal say about valuations for other social media firms?

Comcast’s Careful Steps to Grow Past Cable Yield Results

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

Description: Comcast is earning its peacock feathers. The $170 billion media firm was early and careful in expanding beyond cable. Source: NYTimes.com Date: Oct 26, 2017 Link: https://www.nytimes.com/2017/10/26/business/dealbook/comcasts-careful-steps-to-grow-past-cable-yield-results.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=sectionfront Questions for discussion: Explain Comcast’s success? What other acquisitions do you think management should consider?

TD Has Quickly Become a Top 10 U.S. Bank and It’s Not Done Yet

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

Description: Toronto-Dominion Bank’s new U.S. head isn’t being critical when he describes the lender as “sub-scale” in small business and corporate lending, and “underweight” in wealth management. He just thinks there’s market share to be had. Source: Bloomberg.com – video report Date: Oct 23, 2017 Link: https://www.bloomberg.com/news/articles/2017-10-23/td-has-quickly-become-a-top-10-u-s-bank-and-it-s-not-done-yet Questions for discussion: How has TD Bank grown… Read more »

Is BlackBerry making a comeback?

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

Description: BlackBerry lives! The company reported a profit (yes, a profit) that topped Wall Street’s forecasts. The news sent the stock soaring. Source: CNNMoney.com – video report Date: Sep 27, 2017 Link: http://money.cnn.com/2017/09/28/investing/blackberry-earnings/index.html Questions for discussion: Why did BlackBerry stock soar? Do you think the firm represents a good investment opportunity at this time? How… Read more »