Archive for the ‘Analysis’ Category

Watching the debt ceiling with KKR & MetLife…

All eyes in official Washington are on the debt ceiling, that self-imposed borrowing limit that was technically reached on Monday. By temporarily halting federal retirement-fund investments, the day of reckoning — that is, absent an increase in the limit, the day the federal government would have to decide whether to default on its debt or [...]

A reluctant move to Ohio…

Although the global workplace has a lot of advantages, occasionally a company decides that people need to move in order to work in a particular location – a decision that doesn’t always sit well with those who are affected. That seems to be the case at Wendy’s/Arby’s Group, Inc. (WEN), which announced in Jan. 2011 [...]

Did B&N’s Riggio have the Burkle flu?

  Photo Credit: Reuters As we were flipping through the proxy that GameStop (GME) filed yesterday afternoon, we spotted an interesting disclosure about one of its directors, Leonard Riggio, who also happens to be Chairman of Barnes & Noble (BKS). The proxy noted that Riggio had decided not to stand for re-election when GameStop’s board [...]

Is Google really afraid of rumors?…

Risk factors in SEC filings often seem like boilerplate that the attorneys throw in to cover every conceivable possibility of things that could go wrong.  One of these days, we wouldn’t be surprised to find a risk factor that says something along the lines of “Our CFO may catch the flu from his Aunt Edna, [...]

Malibu dreaming in jeopardy for Hypercom CEO?

Yesterday, word came down shortly before 3 pm that the U.S. Justice Department had filed suit against the $485 million deal announced last November for Verifone (PAY) to acquire Hypercom (HYC). The deal initially raised regulatory concerns, and last month, Verifone and Hypercom announced plans to spin off Hypercom’s US payment systems business. But apparently, [...]

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