Ivey Business School (Canada)
-
Estimating Walmart's Cost of Capital
Stephen R. FoersterCase IVEY-9B19N011-EFinanceIn March 2019, two senior managers attending an executive education program had been assigned the task of applying their learnings from readings in order to estimate the costs of capital for Walmart Inc. (Walmart). They also needed to discuss why the cost of capital was such an important topic. The managers had with them background information, including a recent Walmart balance sheet and income statement; a U.S. Department of Treasury yield curv...Starting at €8.20
-
Namasté Solar
Anne T. Lawrence; Anthony I. MathewsCase IVEY-9B10M049-EEntrepreneurship, Leadership and People Management, StrategyShould a fast-growing, employee-owned solar electric company accept a buyout offer from a private equity investor? Could it do so without sacrificing its distinctive, high-involvement culture? Namasté Solar, a 55-person firm based in Boulder, Colorado, designed and installed solar electric systems for residential, commercial, non-profit and government customers. In 2008, the company had been growing at breakneck speed for the past four years, sin...Starting at €8.20
-
Valuing Wal-Mart 2010
Stephen R. Foerster; James E. Hatch; Cyrus ZahediCase IVEY-9B11N004-EFinanceAn equity analyst uses a variety of methods to value Wal-Mart shares with a view to making a buy/sell or hold recommendation for the stock. Her key task is to use an intrinsic value approach to price the shares and to then compare the resulting price with the price at which the stock is traded in the market.Starting at €8.20
-
The Walt Disney Company's Stock: Buy, Hold, or Sell
Stephen R. Foerster; Shuran (Freya) YangCase IVEY-9B20N005-EFinanceA portfolio manager at Century 23 Investment Company was considering whether to maintain holdings in The Walt Disney Company (Disney). She was reviewing the recently released fourth quarter and full fiscal year earnings report of Disney and comparing theStarting at €8.20
-
Wunnerful, Wunnerful: Ownership at the Welk Hospitality Group
Stephen Sapp; Anthony I. MathewsCase IVEY-9B15N023-EEntrepreneurship, FinanceThe chief executive officer (CEO) of a family business is considering options available to owners of the business to monetize their shareholdings. Since the shares in privately-owned firms are illiquid, the family members may have significant wealth on paper, but they do not have large amounts of cash available. The second generation looking at retiring would like to realize some of the value from the firm they have worked to build and, at the sa...Starting at €8.20