Description: FORTUNE — September 15, 2008 was a watershed moment for the financial crisis that consigned much of the world to an economic malaise from which we are still recovering. That day, government officials hastily arranged a sale of investment bank Merrill Lynch to Bank of America, while another bank — Lehman Brothers — was… Read more »
Posts Tagged: M&A
Cisco: Tons of cash, little growth
Description: Poor Cisco. It was the only Dow stock to miss out on Tuesday’s Janet Yellen rally. With lackluster earnings due out after the bell, it’s no wonder investors are nervous. Source: CNNMoney.com – video report Date: Feb 12, 2014 Link: http://money.cnn.com/video/investing/2014/02/12/investing-the-buzz-cisco-john-chambers-juniper-f5-palo-alto.cnnmoney/index.html Questions for Discussions: Explain Cisco’s stock price movements. Why have investors moved away?… Read more »
Why Did Apple Buy Back $14B of Stock?
Description: Bloomberg’s Paul Sweeney reports on Apple’s stock buyback on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Feb 07, 2014 Link: http://www.businessweek.com/videos/2014-02-07/why-did-apple-buy-14b-of-its-own-stock#r=nav-f-video Questions for Discussions: Summarize the interpretations of Apple’s decisions to buy back shares. What do growth investors prefer to see at tech companies? Why do you think Apple… Read more »
Yahoo’s Asian Lifeline
Description: Yahoo’s core business has been eroding. It’s lost ground in display advertising and in online search, and the Wall Street consensus is that its revenue declined last year. Source: NYTimes.com Date: Jan 18, 2014 Link: http://www.nytimes.com/2014/01/19/technology/yahoos-asian-lifeline.html?ref=technology Questions for Discussions: What does the report say about how investors are approaching investing in Yahoo? Do you… Read more »
Vice Media Buys a Tech Company to Experiment With Content Distribution
Description: ADVERTISING, journalism and technology continue to converge. The latest example: Vice Media’s acquisition of Carrot Creative, a digital agency that creates apps, websites and games for media companies and brands. Source: NYTimes.com Date: Dec 10, 2013 Link: http://www.nytimes.com/2013/12/11/business/media/vice-media-buys-a-tech-company-to-experiment-with-content-distribution.html?hpw&rref=technology&_r=0 Questions for Discussions: Does this merger makes sense in your opinion? What is the direction Vice… Read more »
How will the Herbalife battle end?
Description: Cristina Alesci reports on the performance of Herbalife. She speaks on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 22, 2013 Link: http://bloom.bg/18VYOzD#ooid=xncG9raDojHmeoHBjPmU0dC79osxQsKf Questions for Discussions: Explain why a leveraged buyout makes sense for Herbalife? What are the possible ending scenarios for Herbalife? Which do you think will… Read more »
BlackBerry Comeback Hampered by Vanishing Cash
Description: Investors are no longer wondering if BlackBerry Ltd. (BBRY) will run out of cash. For some, it’s now a question of when. Source: Bloomberg.com – video report Date: Nov 05, 2013 Link: http://bloom.bg/1iJ4iT1 Questions for Discussions: Do you think John Chen can successfully turn the firm around? Are the concerns over cash flow justified… Read more »
Is JPMorgan Getting a Bad Deal?
Description: In resolve a handful of state and federal investigations, JPMorgan Chase (JPM) has tentatively agreed to pay $13 billion—more, as my colleague Nick Summers points out, “than the combined salaries of every athlete in every major U.S. professional sport, with enough left over to buy every American a stadium hot dog.” Thirteen billion is also… Read more »
For Constellation, Cerveza Makes Money the Way Beer Never Could
Description: Constellation Brands (STZ) put out a nice recipe for a profitable cocktail today:• 4 parts beer (must be Mexican)?• 3 parts wine (Arbor Mist, Ravenswood, Robert Mondavi)?• a splash of spirits (Svedka Vodka, Black Velvet Canadian Whisky) Source: Businessweek.com Date: Oct 03, 2013 Link: http://www.businessweek.com/articles/2013-10-03/for-constellation-cerveza-makes-money-the-way-beer-never-could Questions for Discussions: What is the basis for the… Read more »
BlackBerry shares sink amid layoffs, expected $1B loss
Description: BlackBerry says it will cut 4,500 jobs across its operations, and expects to report a second-quarter loss of between $950 million to $995 million US when it issues its financial results next week. Source: CBC.ca – video report Date: Sep 20, 2013 Link: http://www.cbc.ca/player/News/TV%2BShows/The%2BNational/Technology%2B&%2BScience/ID/2407696489/ Questions for discussion: Summarize the collapse of BB share value. Is… Read more »
