GLG News by Commercial Printing Experts

Lexmark results might stabilize or improve as a direct result of their limitation of exposure in the inkjet business.  Their laser-based offerings and vertical / application-based solutions for corporate clients are excellent and those results have been masked by the inkjet problems. ...

Lexmark is facing a "perfect storm".  The unprofitable inkjet division continues to decline.  Should the firm let the ink jet product line continue to decline (and accept an eventual 'phase out' of the product segment), or drive product placements and accept the associated hardware losses?...

HP (NYSE HPQ) has dominated the printing landscape for over 20 years.  With a dominant share of over 50% in most categories, the firm is the leader in the industry. At the same time, the highly profitable annuity stream from supplies drivers more than 50% of HP's profitability annually.  It...

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)...

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...

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

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....

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...

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...

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...