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Dave HillmanOctober 13, 2008
Does the Somoa, CA (Evergreen) mill signal the start of additional mill shuts?
Analysis of: Evergreen Pulp to Shut Down Indefinitely Due to Weak Market Conditions | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
This unbleached softwood mill was originally purchased about five years ago to supply UBK for Lee & Mann's several linerboard mills in China. Last year capital money was spent to upgrade it to a fully bleached NBSK mill.  Since the demand in China is still there, does this mean that Lee &...
Cathy StaufferOctober 9, 2008
Is This The End of Circuit City?
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Credit managers are extremely nervous right now about many things outside of their control.  One thing they can control is limiting their risk.  Making the decision to cut off, or fatally limit, the credit of a long standing and large customer like Circuit City may be a hard decision to make,...
October 3, 2008
Financials trimming payrolls should be no surprise
Analysis of: HSBC Announces 1200 Tops Job Cut | abclive.in
Author: GLG Expert Contributor
I don't believe that HSBC's decision to eliminate about .3% of its workforce should surprise anyone, nor does it indicate some sort of underlying micro-level weakness at the firm.  Financial firms across the globe have to carefully analyze their most expensive assets - people, in light of the current...
Cathy StaufferOctober 2, 2008
Knowledge Lead to Confidence, and Confidence Leads to Buying
Analysis of: Multchannel Consumers Favor Online-To-Store Shopping Experience | www.directmag.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
Study after study has proven that shoppers who browse, search and research online first and then buy in-store, spend more and return less.   The fact that 75% of multi-channel consumers prefer to move from clicks to bricks when shopping, while 7% reverse the direction is VERY good news for retailers,...
October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008           2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...
Cathy StaufferSeptember 30, 2008
Circuit City's (new) Management Has A (new) Plan But It's Dependent On Others For It To Work.
Analysis of: Circuit City Posts Loss As Sales Woes Continue | online.wsj.com
Author: Cathy Stauffer, Founder, Cathy Stauffer Consulting
In addition to loosing hundreds of millions of dollars and significant market share, letting things get so bad for so long has resulted in CC loosing control - now it's largely up to others if CC will survive.  1. Vendors - at this point vendors are on top – without vendor support there...
September 29, 2008
WAMU CLOSED: SOLD TO JP MORGAN CHASE FOR $1.9 BILLION
Analysis of: WaMu Becomes Biggest Bank to Fail In US History | news.yahoo.com
Author: Kamala Worthington, Former VP, Marketing Product Manager, Bank of America Corporation
Rumors had been swirling over the last few weeks that WAMU was shopping for a buyer, however, the OTS (the Office of Thrift Supervision) couldn't allow WAMU to continue its operations under constraints of deposit outflows exceeding $16 billion in the last week or so and JP Morgan Chase becomes the benefactor...
September 22, 2008
How to fix the Economy (without it costing too much)
Analysis of: Will the Levee Break? An Ocean of Bad Debt Rises despite Fed Rescues | knowledge.wharton.upenn.edu
Author: James Butler, President, Rigley Financial Corporation
The recently proposed bailout was an inevitable solution to a ever-growing problem. The $800B will be the most costly endevour by the U.S. government since The New Deal proposal from the Great Depression. The key to the issue at-hand is two fold: first, the stabilization of the real estate prices....
Dave HillmanSeptember 19, 2008
A new "super pulp producer" emerges!
Analysis of: Votorantim,AraInvest Agree On Investment Terms | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
This merger effectively produces a major consolidation in the Brazilian BEKP market pulp industry which has long been talked about as being beneficial.  Having so much capacity in the hands of one super-producer certainly would seem to lessen chances of rogue discounting during a down cycle. VCP...
September 18, 2008
Outright manipulation of the CDS marketplace in action
Analysis of: Leveraged Loan Risk Rises on Lehman Auction, LevX Index Shows | www.bloomberg.com
Author: GLG Expert Contributor
The marketplace for credit default swaps is being affected in part by rumors and irrational conduct, in also in part by a very coordinated effort to capitalized upon the effect of short positions on the perception of a firm's repayment ability.

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