Browsing All posts tagged under »United States«

Domino’s Pizza Inc Update

May 15, 2011

1

Regular readers will be aware that shares in Domino’s Pizza Inc (NYSE:DPZ) is one of my key equity holdings, and I have previously written bullish posts on the company here and here.  Since I invested in late December 2010, the DPZ share price has increased from $16 to $23.53, a return of 47% in a […]

A Leveraged-Buy-Out of Apple Inc?

May 12, 2011

0

Although such a transaction is unlikely to happen given the size of Apple’s market capitalisation ($319bn) and the huge equity requirement that such a deal entails, I still think it is a worthwhile exercise to consider Apple’s capital structure from the perspective of a private equity investor, who would be unlikely to stick with the […]

How Verizon Wireless Could Purchase Sprint-Nextel and Harm Vodafone

March 21, 2011

1

Following yesterday’s announcement that AT&T (the second-largest mobile operator in the US) is to purchase T-Mobile USA (the 4th largest) for $39bn, speculation has already begun that Verizon Wireless (the 1st largest) will seek to purchase Sprint-Nextel (the 3rd largest) in order to maintain in market leading position.  John Dobosz writing on Forbes.com spelt it […]

Domino’s Pizza Inc: 30% Potential Upside

March 9, 2011

6

Following the recent FY10 results released by Domino’s Pizza Inc, I’ve now revised my financial model for the new information and have also firmed-up a number of the assumptions since my previous post entitled “How Domino’s Pizza Inc Will Deliver Big Profits to Investors“.  I have also made my financial model available to download here, […]

How to Solve the Eurozone Government Debt Crisis

November 30, 2010

1

The bulk of the financial troubles in the Eurozone – at least those which have become apparent thus far – have occurred in the so-called “peripheral” states, ie. small countries that are in huge financial difficulties when viewed individually (ie. Greece, Ireland, Portugal), but are small enough to be rescued by their larger brethren in […]

Fisking Polly Toynbee on the Irish “Bail-out”

November 24, 2010

1

Today The Guardian newspaper, published a Polly Toynbee column entitled “Ireland shouldn’t get a penny until it gives up its tax piracy“.  The article is riddled to such an extent with conjecture, half-truths and fantasy economics that I thought it deserved a full-on Fisking, so here goes: The bailout of Ireland and its banks is so odd that […]

Cash-for-Clunkers: ~$3bn Well-spent?

September 8, 2010

1

Upon signing the Cars Allowance Rebate System (or “Cash for Clunkers” program) into law in August 2009, President Barack Obama stated: Now, more American consumers will have the chance to purchase newer, more fuel efficient cars and the American economy will continue to get a much-needed boost. Administration officials were quick to proclaim the program […]