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July 17, 2008Heidelberg Misses the Mark
Analysis of: Heidelberger Druck Expects Difficult Market Conditions (Wall Street Journal) | online.wsj.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
Heidelberg's stock (HDD) is falling precipitously, from the mid 40's last August to the 10's today. I see several scenarios playing out: Business as usual: The stock will continue to perform poorly since the company is chasing the wrong target market. At some point (perhaps now)...
July 17, 2008MPS Changes the Market - Who Wins and Who Loses
Analysis of: MPS Market Projected to Grow at 22 Percent | www.outputlinks.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
The Photizo Group has identified Managed Print Services or MPS as a key dynamic which will fundamentally change the shape of the printer and copier markets and how decisions for these products are made. This will impact all of the major players including HP (HPQ), Lexmark (LXK), Xerox (XRX), Oce...
July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Driven by political expenditure, Hispanic Ad spending continues to show strong growth. 2. Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
July 14, 2008
The worst is likely still to come for consumer credit delinquency and charge offs
Analysis of: Credit Card Delinquency and Write-off Rates Still Below Historic Highs | www.nasdaq.com
Author: GLG Expert Contributor
Analysis of: Credit Card Delinquency and Write-off Rates Still Below Historic Highs | www.nasdaq.com
Author: GLG Expert Contributor
While it is true that credit card delinquencies and charge offs are not at their historic peaks, there is considerable evidence that supports the argument that we have not yet seen the bottom of the consumer credit crisis, and that delinquencies and charge offs will likely increase in the next 12 months....
July 3, 2008
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Real D, Dolby and NuVision battle it out over ease of use, technology and business model 2. The number of 3-D Cinema installations is tiny compared to the total number of screens worldwide… there is an extensive market waiting to be...
July 3, 2008AbitibiBowaters: where is the bottom of this slippery slope?
Analysis of: Papers Facing Worst Year For Ad Revenue | www.nytimes.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
There are 530 major newspapers in the US which are struggling with the highest newsprint prices since 1995. They have already reduced the weight of the paper to 45 gsm and reduced the width of the paper. The NY Times instituted a waste reduction campaign that produced a 10% reduction in paper...
June 20, 2008
There's no Downturn in the Market for Consumer ID Fraud Protective Services
Analysis of: ID Protection Startup Prepares Commercial Push | www.darkreading.com
Author: GLG Expert Contributor
Analysis of: ID Protection Startup Prepares Commercial Push | www.darkreading.com
Author: GLG Expert Contributor
This article focuses on one of many startups in the consumer protective services space, as evidence of an "evergreen" market category. Current challenging economic times make investment in this ID Fraud sector a natural, and desperate times could actually bring about increased criminal activity leading...
June 20, 2008
A Slightly Brighter Shade of Green with Sony's New Bravia TV
Analysis of: Sony develops green flat-panel TV to woo ecological consumers | economictimes.indiatimes.com
Author: GLG Expert Contributor
Analysis of: Sony develops green flat-panel TV to woo ecological consumers | economictimes.indiatimes.com
Author: GLG Expert Contributor
This article provides another example of the marketing advantages of green products beyond their straight energy cost savings. In this case, choosing a new LCD TV with a third less energy consumption than the current LCD TV will take years of energy savings to return the difference in initial...
June 19, 2008
Mobile PtoP Payments: MasterCard's Partnership with Obopay Demonstrates Why This Market Deserves Attention
Analysis of: MasterCard Partners with Obopay to Offer Industry-leading Person-to-Person Mobile Payment Service | www.mastercard.com
Author: GLG Expert Contributor
Analysis of: MasterCard Partners with Obopay to Offer Industry-leading Person-to-Person Mobile Payment Service | www.mastercard.com
Author: GLG Expert Contributor
Mobile PtoP payments are a disruptive technology that must be monitored by financial industry investors, because it requires no hardware infrastructure change, and can be adopted by consumers today to send payments between individuals. All leading payments brands, banks, and processors could be affected...
June 19, 2008
Oil Price Scapegoats
Analysis of: Why Big Oil is not to blame for fuel prices | www.thefirstpost.co.uk
Author: GLG Expert Contributor
Analysis of: Why Big Oil is not to blame for fuel prices | www.thefirstpost.co.uk
Author: GLG Expert Contributor
When Government fails our representatives are quick to lay blame at the door of others. No different in this new energy crisis. The USA Senate and Congress, whether Republican or Democrat, has taken no postive steps over the last twenty years to wean the USA economy off foreign oil dependence. Like...
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Source Article | Expert Analyses
Credit Card Delinquency and Write-off Rates Still Below Historic Highs
www.nasdaq.com
Is Timeshare Immune from the credit 'cold'?
Spammers poised to target BlackBerry and iPhone owners
business.timesonline.co.uk
P/C Insurers Still Above Water After 2008 Midwest Floods: S&P
www.insuranceassetmanager.com
The worst is likely still to come for consumer credit delinquency and charge offs
July 14, 2008
The Traffic dilemma
July 14, 2008
The Pig is Still in the Python...
July 11, 2008
The Psychology of Home Buyers In A Down Market
July 14, 2008
The raise of the smartphones
July 10, 2008

