Charter lands deal with Time Warner Cable

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Description: Charter announced its intent to buy Time Warner Cable in a deal valued at $78.7 billion inclusive of debt. Source: Fortune.com – video report Date: May 27, 2015 Link: http://for.tn/1eqG8lb Questions for Discussions: Summarize the highlights of the merger? Do you think it is a good deal for both firms and their investors?

CVS to Buy Omnicare in $12.7 Billion Pharmacy Expansion Deal

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Description: CVS Health Corp. agreed to acquire nursing-home pharmacy Omnicare Inc. in a deal valued at $12.7 billion, adding services for the elderly to bolster its position as the biggest U.S. retailer of prescription drugs. Source: Bloomberg.com – video report Date: May 21, 2015 Link: http://www.bloomberg.com/news/articles/2015-05-21/cvs-to-buy-omnicare-in-12-7-billion-deal-for-pharmacy-expansion-i9y39jub Questions for Discussions: Summarize the financial highlights of this… Read more »

Hulu doesn’t need ‘Friends’ after ‘Seinfeld’ deal

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Description: The streaming service is paying $180 million for all nine seasons of the classic NBC comedy ‘Seinfeld.’ Source: Fortune.com – video report Date: April 29, 2015 Link: http://for.tn/1EpC4Kb Questions for Discussions: How would you go about evaluating a dollar value offer for these series? Do you think the deal for Seinfeld is fair for… Read more »

Potential Comcast-Time Warner Cable merger has many concerned

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation.

Description: The Department of Justice reportedly has concerns the merger would be too large in the cable and broadband market. Source: Fortune.com – video report Date: April 21, 2015 Link: http://for.tn/1cV6c7m Questions for Discussions: What are the concerns over this deal? Do you believe they are justified? How should investors deal with the possible outcomes?

How Will Marissa Mayer Turn Around Yahoo?

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Description: Bloomberg’s Brian Womack and Paul Sweeney discuss the mounting challenges that Marissa Mayer will face in Yahoo’s turnaround plan with Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: April 21, 2015 Link: http://bloom.bg/1yPAWjZ Questions for Discussions: What are the financial problems at Yahoo!? What do investors want to see?… Read more »

Comcast’s Track Record in Past Deals May Be Hitch for Merger With Time Warner Cable

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Description: In July 2013, executives from the three companies that co-owned Hulu — Comcast, 21st Century Fox and Walt Disney — had a conversation about their joint venture. Hulu, the video streaming service, had been on the auction block, and lucrative bids had come in from two Comcast rivals, AT&T and the satellite operator DirecTV,… Read more »

The Bullish Case for Nike and Medtronics

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Description: Eric Shoenstein of the Jensen Quality Growth Fund favors “all weather” companies that excel in good times and bad Source: WSJ.com – video report Date: April 16, 2015 Link: http://www.wsj.com/video/the-bullish-case-for-nike-and-medtronic/876DCCC5-7769-4672-B7ED-638A89EFB131.html Questions for Discussions: What does Eric Shoenstein look for in a company? Do you like his picks in this report?

LinkedIn picks up Lynda.com for $1.5 billion

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Description: The business-oriented social networking service is betting on online education in a move it says will help further the site’s global mission statement. Source: Fortune.com – video report Date: April 09, 2015 Link: http://for.tn/1CA0Nav Questions for Discussions: How is this a good merger for both companies? How will the merger contribute to growth for… Read more »

Motorola Is Unable to Find Buyers After Months-Long Effort

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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… Read more »

Macaroni & cheers! Buffett’s Heinz buys Kraft

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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… Read more »