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- Faculty Publications (1,940)
- December 1996
- Background Note
Financial Engineering and Tax Risk: The Case of Times Mirror PEPS
By: Peter Tufano
Provides general background on the taxation of corporate securities, and shows how the inconsistent taxation of functionally-similar securities can permit financial engineers to bear tax risk to earn positive returns. Designed to be used with Times Mirror Co. PEPS... View Details
- November 1996 (Revised February 1997)
- Case
Historical Society of Pennsylvania, The
By: Stephen A. Greyser and Stephanie L. Woerner
The Historical Society of Pennsylvania (HSP) runs one of the nation's most important research libraries and a museum focusing on colonial history. Financial analysis shows that the society has absorbed increased costs of operation over the past decade through slow but... View Details
- November 1996 (Revised July 1997)
- Case
Alexander Plaza
By: Arthur I Segel and William J. Poorvu
In May 1996, Henry Bower, an asset manager for a real estate adviser, Medcem, has to negotiate the details of a lease after signing a letter of intent with a high technology company, Defentek, Inc. Defentek, Inc. is a fast-growing company with limited net worth that is... View Details
- September 1996
- Supplement
Howard, Shea & Chan Asset Management (D): Sales Presentation, Video
Presents a sales presentation, allowing students and executive participants to develop a set of criteria for such a presentation and apply them to a real one. View Details
- September 1996 (Revised July 1997)
- Case
Grupo Sidek (A)
By: Kenneth A. Froot and Alberto Moel
A large Mexican conglomerate, active in tourism, real estate, and steel, is faced with difficult macroeconomic conditions beginning with the Peso crisis of December 1994. The conglomerate had extensive dollar-indexed liabilities and was caught in a crunch when the... View Details
- September 1996 (Revised November 1996)
- Case
World Bank (A): Under Siege
By: George C. Lodge and Carin-Isabel Knoop
Describes the issues that James Wolfensohn faces when he takes over the World Bank as president in June 1995. Presents several lines of criticism of the bank's strategy, structure, and relevance. View Details
- September 1996 (Revised November 1999)
- Case
GLSTN 1996
By: James E. Austin, Willis M. Emmons III and David Maue
The Gay, Lesbian, and Straight Teachers Network (GLSTN), which aims to create respect for all within schools regardless of sexual orientation, faces significant challenges stemming from its rapid growth into a 30-chapter national organization. Issues include... View Details
- September 1996
- Case
Automatic Data Processing: The EFS Decision (Abridged)
By: Robert L. Simons
The managing director of one of ADP's divisions must recommend whether to divest, harvest, or grow the division. Recent performance has been excellent and the near-term outlook for profitability is very promising. Despite some strategic concerns, the strong financial... View Details
- August 1996 (Revised October 1996)
- Case
Howard, Shea & Chan Asset Management (A)
A medium-sized investment management firm is attempting to decide whether to try to grow, and if so, how. It is a complicated decision because the managing partner and her colleagues have significantly different views. This case provides the background on the industry,... View Details
- August 1996 (Revised December 1999)
- Case
J Boats, Inc.
By: Robert L. Simons
During the 20-year evolution of a family-owned, entrepreneurial sailboat company, two founders leverage their design and marketing skills to build one of the most recognized brands in the recreational boating industry. The founder then considers management succession... View Details
- July 1996 (Revised January 1997)
- Case
Northwest Airlines: Strategic Alliance and Strategic Position--May 1996
By: Leonard A. Schlesinger and Davis Dyer
Describes the strategic position of Northwest Airlines in 1996 and discusses its financial rebound and changes and improvements since the 1993 restructuring agreement. Describes the company's new strategy and its management of principal strategic assets, focusing at... View Details
- July 1996 (Revised January 1997)
- Case
Northwest Airlines: Brush with Bankruptcy (A)--November 1992
By: Leonard A. Schlesinger and Davis Dyer
Deals with Northwest's financial crisis between the fall of 1992 and the following spring. Northwest's leaders face the problem of how to meet an impending $600 million payment on the 1989 LBO loan when the airline had run out of cash. Concludes by outlining options... View Details
- July 1996 (Revised December 2001)
- Case
Becton Dickinson--Designing the New Strategic, Operational, and Financial Planning Process
By: Robert L. Simons, Antonio Davila and Afroze A Mohammed
Describes management's attempts to design and install a sophisticated planning and control system in an international company as it changes its strategy. Issues of strategy implementation, accountability, and performance measurement are at the core of the analysis, as... View Details
- July 1996
- Case
Trans National Group
By: Christopher A. Bartlett and Takia Mahmood
Starting as a classic entrepreneur,Steve Belkin, CEO of Trans National (TN), drives the company through two businesses--one in group travel and another in financial services--before deciding to step back and act as a general manager whose focus and attention is on... View Details
- June 1996 (Revised July 1997)
- Case
Hostile Bid for Red October, The
By: Benjamin C. Esty and Alan Bigman
Manatep Bank, a Russian investment bank, has just announced the country's first hostile tender offer for Red October, a confectionery company located in Moscow. As the chief financial officer of the target company, Yuri Yegorov must decide how to respond, how much his... View Details
- May 1996
- Case
First Capital Holdings Corp.
By: Stuart C. Gilson, Harry DeAngelo and Linda DeAngelo
The manager of a money-management firm considers whether to invest in the securities of a large, financially troubled, California-based life insurance holding company that holds 40% of its assets in high-yield junk bonds. Over the past year, the value of its portfolio... View Details
- April 1996 (Revised January 2006)
- Case
Times Mirror Company PEPS Proposal Review
By: Peter Tufano
Times Mirror Co. (TMC) owns a substantial block of Netscape common stock purchased prior to Netscape's IPO, on which it has substantial unrealized gains. TMC is restricted from selling the stock in a public offering and is therefore considering a proposal by Morgan... View Details
- April 1996 (Revised October 1999)
- Case
Risk of Stocks in the Long Run, The: The Barnstable College Endowment
By: Andre F. Perold
The manager of the Barnstable College Endowment is evaluating proposals to increase the endowment's exposure to stocks based on an analysis that shows stocks to be much safer over long holding periods. View Details
- March 1996
- Case
Banc One--1996
By: James L. Heskett and Thomas N. Urban Jr
In February 1995, Banc One faced the replacement of the "Uncommon Partnership," a basic operating strategy that had served it well for years. Leadership now struggled with the new protocols for replacement operating strategies. View Details
- March 1996 (Revised April 1996)
- Case
State Street Bank and Trust Company: New Product Development
By: Gary P. Pisano and Maryam Golnaraghi
Portrays the dilemma faced by Marsh Carter, CEO and chairman of the board of State Street Bank, in May 1995. For the past decade, the bank earned continually expanding earnings through its rapidly growing custody business. Now, as that business matures and custodial... View Details