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Recent News in Consumer Goods & Services

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July 17, 2008
Move Over General Motors, Toyota Is Having Problems Also
Analysis of: GM Plans $10 Billion In Cuts to Bolster Cash | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
On the heels of Gm's plan to cut $10 billion in costs over the next 18 months, there are reports that Japanese auto giant, Toyota, has problems also.
Nicholas WhiteJuly 16, 2008
Will Whitehall's Liquidation Make Vendor Financing More Difficut For Finlay?
Analysis of: Whitehall Memo Update: What the "L"! | www.jckonline.com
Author: Nicholas White, President, White & Co
The courts decision on whether consignment goods will be a part of the Whitehall liquidation sale could make vendor financing for Finlay Enterprises and many mid-sized jewelry more difficult, if not impossible this fall. 
July 14, 2008
OK, G.M. & Ford Aren't Going Bankrupt....Has Anyone Considered a Merger?
Analysis of: G.M. Chief Dismisses Crisis Talk As Inaccurate | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
How desperate are U.S. automakers getting? Burning cash, cutting production, trimming white collar jobs, unloading some brands, others on shaky ground. Believe it or not, there have even been rumors of a merger between GM & Ford.
July 14, 2008
PENN NATIONAL GAMING NOW ABLE TO USE FUNDS FOR NEW VENTURES
Analysis of: Penn National Gaming Cancels Its Sale to Private Equity Firms | www.nytimes.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Will the ending of this private take over of Penn National improve their stock. Peter Carlino, head man at Penn national thinks they will buy back some of their stock, invest in new properties and generally put Penn back in the plus side of the of the of the profit sheet. Could happen!
Nicholas WhiteJuly 11, 2008
Could Finlay's Delisting Cost Zale $85 million?
Analysis of: Finlay Enterprises Announces Pending Transfer of Its Common Stock to the OTC Bulletin Board | www.stockhouse.com
Author: Nicholas White, President, White & Co
As Finlay is delisted from the Nasdaq and its bond rating lowered to that of "Junk", Macy's and Zale investors need to consider the consequences of a Finlay bankruptcy.  Here's why

All Recent Analyses

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July 18, 2008
Corn still dancing with ethanol?
Analysis of: Corn Prices Cutting into Ethanol Profits | www.redorbit.com
Author: GLG Expert Contributor
Could ethanol producers run at less than capacity?  Could corn usage growth for ethanol be slowed or flat?  The answer is; look what happened to the US biodiesel industry with $65 soybean oil.
July 17, 2008
Tribal Casino Sovereignty Challenged
Analysis of: Gambling and the Law: Court Rules Tribal Casino is Merely a Casino | www.eog.com
Author: GLG Expert Contributor
The US Court of Appeals ruled that tribal casinos are not exempt from labor laws
July 15, 2008
InBev snags Anheuser- Busch: What does this mean for current AB Wholesalers?
Analysis of:  InBev snags Anheuser-Busch and its marketing clout | news.yahoo.com
Author: GLG Expert Contributor
For InBev to cut costs they will need Wholesaler consolidation through out the U.S. Market. Will current InBev wholesalers be preferred over the existing AB wholesaler in a specific markets? Marketing dollars are not being cut, but will they be reallocated to higher margin brands?
July 15, 2008
Better options than combining Ford and GM
Analysis of: G.M. Chief Dismisses Crisis Talk As Inaccurate | www.nytimes.com
Author: GLG Expert Contributor
Since a combined Ford and GM could be potentially 40% to 50% smaller than the two individual companies, because of overlapping products, there are a couple of better options for Ford and GM.
July 15, 2008
Starbucks - Incomplete Business Model
Analysis of: Why Starbucks is hitting the wall | postcards.blogs.fortune.cnn.com
Author: GLG Expert Contributor
Starbucks has a proven business model to educate & convert consumers into espresso based products.  However they lack a business model for those consumers who are already espresso drinkers.  They also do not offer a value alternative for cost conscious consumer who can't or won't pay for a premium espresso based drink.   Starbuck hit...

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