Tuesday, October 29, 2013

Meet Burberry CEO Angela Ahrendts

Burberry CEO: Fashion in the Age of Social

YouTube, Instagram, Facebook... Burberry, a company that was founded in 1856, is all over social networks. Burberry CEO Angela Ahrendts discusses how a heritage brand stays nimble with emerging technology:

Thursday, October 24, 2013

Apple Hires a Fashionista to Add Some Bling to Its Online & Instore Retail

Kathy Gordon, Ian Sherr and Joann S. Lublin report Apple is "hiring Angela Ahrendts, the chief executive behind a seven-year growth spurt at British luxury-goods company Burberry Group Inc." They report Apple's 365 stores generate average sales of over $50 million a store.

Helen Thomas interviews Kathy Gordon, the Journal's Retail Reporter, about why:

To understand Ahrendts uses media, consider this YouTube video based on Burberry's work with Salesforce.com:

Wednesday, October 09, 2013

Dividends: To Pay or Not To Pay, That Is the Question.

Dividends do not matter

Oct 9, 2013 : Low bond yields have led investors to place more importance on stock dividends. John Authers argues that these are special circumstances, and that there is still some truth in the Miller & Modigliani theorem – which implies dividends do not matter.  He is referring to the M&M Dividend Irrelevance, as opposed to the M&M capital structure irrelevance:

Tuesday, October 08, 2013

Airbus Cracks the Japanese Market

Airbus wins first ever Japan Airlines order worth $9 billion.

Three U.S. based scientists win Nobel Prize for Medicine.

Nielsen launches TV Twitter ratings.

White diamond fetches record $30.6 million at auction. Joanne Po reports.

Sunday, October 06, 2013

Is the Dow Fatally Flawed? Maybr Not.

Defending the anachronistic Dow

Sep 23, 2013 : The Dow Jones Industrial Average is the world’s longest running stock index. Long View columnist John Authers argues it is on its last legs and David Blitzer, chairman of the index committee at S&P Dow Jones, tells him why it might still be useful:

Is it Time to Buy COCOs?

Is there value in European banks?

Oct 1, 2013 : Are European banks becoming attractive again? Philippe Bodereau, managing director at Pimco, explains to John Authers where to avoid, and suggests that the UK and Switzerland may offer the most promising returns.