GLG News by Nicholas White, President
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Wall Street's Alchemists Tout Securitization
June 29, 2009
Study Says Securitization Lowers Credit Costs, Expands Supply | seekingalpha.com
Despite its track record, pundits tout the benefits securitization. Here's more. -
Jewelry Not So Prime In Walmart
June 25, 2009
Wal-Mart gives prime placement to fine jewelry | www.nationaljewelernetwork.com
Despite some evidence to the contrary, fine jewelry may be less important to Walmart. If so, that would be good news for small specialty jewelers if they choose to take advantage of the opportunity. Here's more. -
Goldman Sachs Misses the Point
June 19, 2009
Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers 4 comments | seekingalpha.com
Goldman Sachs may be right with respect Walmart, for all the wrong reasons. Here's more. -
The Power of Large Jewelry Chains Declines
June 18, 2009
Finlay Enterprises Provides Update on Execution of Its Strategic Plan ~ | finance.yahoo.com
Finlay's demise is just one more signal that the power of the large mass merchandised jewelry chains is declining. Here's more. -
Will Zale Succumb to Its Self-Inflected Wounds?
May 27, 2009
Zale Reports Third Quarter Fiscal 2009 Results | www.businesswire.com
Zale reported SIGNIFICANTLY lower than expected sales and earnings for its third quarter in the face of higher stock prices only a day earlier. Either faith in Zale springs eternal or traders got surprised by the dynamics of the jewelry business in general and Zale specifically. Here’s more. -
Are Sears Holdings (SHLD) Surprise Earnings Irrelevant?
May 25, 2009
Sears Holdings Reports First Quarter Results and Extension of Its Credit Facility | news.prnewswire.com
Sears Holdings surprised Wall Street analysts by posting increased first quarter earnings versus the Streets expectation of a loss. But just how relevant is the earnings surprise to SHLD's turn around? for the answer, here's more. -
Does Zale's Higher Stock Price Signal a Recovery?
May 22, 2009
Zale Soars 28% in Sign of Jewelery Recovery | www.thestreet.com
Does Zale's higher stock prise signal a arecovery or is it a consequece of the companies instability? Here's more. -
Investors Need More Information About Zale (ZLC)
May 6, 2009
Best Performing Stocks During the Rally | seekingalpha.com
Zale has been one of the best performing stocks in the recent market rally. But does the increase signal a stronger company and a strengthening industry or just an irrational market. Here's why investors may need more than technical tools and fundamental analysis to decide. -
Zale Liabilities Increase, But Does It Matter?
May 4, 2009
Zale may be on hook for leases of Bailey Banks & Biddle | www.dallasnews.com
Zale liabilities for BB & B leases are real, quantifiable, and an imminent threat to future earnings and cash flow. But will the company recognize them? More importantly, does it matter in today's neurotic market? Here's more -
Blue Niles' (NILE) Problems Are No Secret
April 21, 2009
Ahead of the Bell: Blue Nile downgraded | www.forbes.com
Does Deutsche Bank know something about Blue Nile no one else does? Maybe, but Blue Niles' problems are no secret. Here's more. -
Small Jewelers Likely to Benefit as Large Public Jewelers Change Leadership
April 9, 2009
Beasley Resigns from Helzberg; Replaced by Raff | www.jckonline.com
Turmoil in the executive suites of large jewelry chains will benefit smaller jewelry competitors. Here's more. -
Signet’s (SIG) Short Positions Climb as Zale (ZLC) Prices Soars-Revised
April 7, 2009
Zale Shares Shine In Light Of Signet's Positive Outlook >ZLC | online.wsj.com
Here's why short sellers of Zale stock may be the only winners. -
IS Best Buy (BBY) Struggling To Find Direction?
April 5, 2009
Best Buy following Toys R Us into used games? | www.examiner.com
Being number one has the advantage of choice that the competitive market place rarely gives a retailer. But with choice, comes the need for discipline. Here why Best Buy's latest move should concern investors. -
Signet (SIG) Lags Jewelry Market Growth
March 31, 2009
Signet Jewelers Ests Reduced | www.zacks.com
Despite meeting analyst's earnings expectations, Signet's own numbers show they are losing market share to the independent and small regional jewelers. Here's more. -
Finlay (FNLY) Closer to Liquidation (Revised)
March 30, 2009
Zell Bros. shelves high-profile move | www.bizjournals.com
Finlay's management appears to say one thing while actually doing another. Here's why the company may be closer to liquidation than most know. -
Finlay's "Unannounced Liquidation" Spills Over to Zale's Balance Sheet
March 16, 2009
Finlay enters into new agreement with CEO: SEC filing | www.reuters.com
As Finlay methodically roles out its "unannounced" plan for liquidation, its problems begin to spill over to Zale's beleaguered balance sheet. Here's why Zale may be the fourth large jewelry to sink into financial obscurity over the next 24 months. -
Zale Board Ignores Opportunities
March 5, 2009
UPDATE 3-Zale posts loss after charges, to close stores | uk.reuters.com
With the industry in turmoil, Zale's board ignores an opportunity to reinvent the company in the wake of an industry shake out that began after Christmas 2008. Here's more. -
Exclusive Sites Depend on Surplus Goods for Prosperity.
March 5, 2009
Exclusive sites offer fashion deals to those “in the know” | www.stores.org
Niche marketing along with a surplus of goods offers exclusive online resellers short-term business opportunities. Here's more. -
Finlay's Demise Marks a Turning Point in the $65 Billion Jewelry Industry!
March 4, 2009
Jewelry vendor pulling out of Boston Store, Macy's, others | www.jsonline.com
Finlay's restructuring and likely subsequent bankruptcy marks a turning point for $65 billion jewelry industry. Here's why. -
Finlay Bondholders Buy Time at Suppliers Expense
February 27, 2009
Finlay to Exit Dpt. Stores, Close 40 of its Specialty Boutiques | www.diamonds.net
Troubled GE Capital and Falcon Harbinger bought time to get their weak balance sheets into better shape before pulling plug on Finlay Enterprises. Here's why Finlay needs new investors and soon.
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Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers 4 comments