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August 13, 2008Timing not Strategy Revitalized Wal-Mart
Analysis of: Engineering a Change at Wal-Mart | online.wsj.com
Author: Nicholas White, President, White & Co
Castro-Wright says his strategy, not the economic down turn saved the company's bottom line. But, the facts don't bear that position out . Investors should be weary of retail executives that believe their own press clippings.
August 12, 2008Will Movado's Earnings Decline?
Analysis of: Movado Group, Inc. Reaffirms FY 2009 EPS Guidance; Announces Initiatives To Streamline Operations And Reduce Expenses | www.reuters.com
Author: Nicholas White, President, White & Co
Management's behavior casts doubt on Movado's future earnings growth. Here's why
August 12, 2008Blue Nile Faces Bigger Challenges Than Higher Diamond Prices
Analysis of: Blue Nile faces rising diamond prices | money.cnn.com
Author: Nicholas White, President, White & Co
Investors may be underestimating Blue Nile's real challenges in the second half. Here's why.
August 11, 2008
TV Advertising Tops Newspapers
Analysis of: Study: Broadcast Beats Papers for Ad Sales | www.reuters.com
Author: GLG Expert Contributor
Analysis of: Study: Broadcast Beats Papers for Ad Sales | www.reuters.com
Author: GLG Expert Contributor
No surprises here as newspapers continue to lose relevance amongst readers and advertisers. The Internet will be the biggest winner as has been forecasted for a while now
August 7, 2008Short Sellers Only Beneficaries of Zale's Management Changes!
Analysis of: Zale Makes Sweeping Executive Changes | www.jckonline.com
Author: Nicholas White, President, White & Co
With about 46% of Zale's stock float sold short, short sellers will be the only beneficiaries of Goldberg's "sweeping' management changes. Here is why.
August 4, 2008
CBS To Sell 50 Radio Stations
Analysis of: CBS To Sell 50 Radio Stations | www.radioink.com
Author: GLG Expert Contributor
Analysis of: CBS To Sell 50 Radio Stations | www.radioink.com
Author: GLG Expert Contributor
This is beginning to look like a new version of Clear Channel's "less is more", in this case it's about less stations rather than shorter message lengths. It's a far cry from the early days of Mel Karmazin's management of the radio division.
July 30, 2008Tiffany Margins Benefit from Congresses Ban on Burnese Gemstones
Analysis of: Tiffany Applauds Congress’ Ban on Burmese Gemstones | www.idexonline.com
Author: Nicholas White, President, White & Co
Congressional action to ban the Import of Burmese gemstones could mean higher gross margins for Tiffany. Here's why.
July 29, 2008Can Mervyns Survive?
Analysis of: RETAILER MERVYN'S CLOSE TO CHAP. 11 | www.nypost.com
Author: Nicholas White, President, White & Co
On the one hand, a Mervyns' bankruptcy could be just another closure of a region department store chain typical of 30 years of store consolidation in the US. On the other, it could be an opportunity to revive a regional name in a market that is quickly rejecting 'cookie cutter' retailing that...
July 28, 2008
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Motion Pictures Association of America site to link to any legal distributor such as Fandango, Xbox Live, Netflix, iTunes and Sony's PlayStation Store. 2. Recent research conducted by the MPAA and Yahoo found that the internet plays a significant role in driving...
July 25, 2008
High-Definition Is Changing the Multiplatform Marketplace
Analysis of: Verizon FiOS TV set to light up New York City | www.telecommagazine.com
Author: James Meyers, Chief Executive Officer , Alpha Media
High-Definition Is Changing the Multiplatform Marketplace
Analysis of: Verizon FiOS TV set to light up New York City | www.telecommagazine.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. DIRECTV is the key factor in stimulating the HD market. 2. For the MSOs and Telcos, Time Warner leads in terms of High-Definition feeds with 56 HD channels in the New York
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