How does Best Buy compete against baked bean promotions?
August 17, 2009
Walmart’s Profit Tops Analysts’ Estimates on Cost Reductions | www.bloomberg.com
In their recent earnings report, WalMart said "The chain also attracted more customers, helped by price reductions on its Sam's Choice Black Angus beef patties, baked beans and flat-panel televisions to lucre customers." Beef patties, baked beans and flat-panel TVs?? Never before have these three items come together to deliver favorable earnings results -- is this part of the "new normal", and if so, how does Best Buy compete with that?
August 11, 2009
Carlisle Companies Rebound With Economy | seekingalpha.com
For so many years (perhaps even decades) the US manufacturing cost of various materials have been more expensive than other countries. Using actual bottom line profit as a metric, Carlisle is returning an offshore operation back to the US.
Starbucks Lean Alone Will Not Beat McDonald's
August 5, 2009
Starbucks Works on Leaner Strategies | online.wsj.com
Starbucks recent attempts will not be enough to stem the market share inroads made recently by McDonald's. The Combined Beverage plan of McDonald's is a comprehensive program built on a solid foundation that is both strategically and tactically solid. Concurrently, Starbucks jumps from sandwiches to instant coffee to liquor to lean. They look like McDonald’s did a decade ago, lost. I will explain the principle reasons while McDonald's will continue to take market share from Starbucks.
Small volume sellers, extremely vulnerable to dysfunction and fraud
July 27, 2009
new ebay program aims to reward good sellers | www.ecnmag.com
eBay is making a progressive move to help its solid but low-volume sellers, by providing incentives to keep feedback numbers high. Both Amazon and eBay provide a facility for buyers to leave feedback on transactions.
The value of acquisitions like this can be predicted by Javelin's CDA model
July 27, 2009
Oracle To Buy Data Integration Vendor GoldenGate | www.informationweek.com
IT acquisitions are common, and there's an easy-to-use model for predicting when the optimal value exists.
Borat and Bruno - not withstanding - Kazakhstan means business
July 18, 2009
only fools and doping cops would doubt lance armstrong -- fanhouse | jay-mariotti.fanhouse.com
The venerable (arguably a true legend in his own time) Lance Armstrong is placing his long standing career back on the line.And Lance Armstrong's team is Team Astana Cycling Team.
Desperate times, desperate measures
July 18, 2009
American Express halts UK pension payments | business.timesonline.co.uk
The value of due diligence, and buyer beware has never before in financial times been so important. There are definitely two sides to this issue. We are faced with commitments made based upon invalid assumptions of risk management techniques.
July 13, 2009
goldman says it has ‘no material exposure’ to cit (update1) - bloomberg.com | www.bloomberg.com
The latest news regarding CIT is not good. Fitch Ratings downgraded its ratings for CIT Group Inc. deeper into junk status on Wednesday. From my personal experience and public information, CIT is the third big-bank lender to destroy small-business access to credit.
Capital Without Representation
June 30, 2009
Green groups to sue over RBS investments | www.ft.com
Very tricky investing when it comes to buying stock which can be revalued by the adjustment of the underlying security asset. Buying stock in a bank holding company is similar to buying options. Various issues develop from the government nationalization of previously held assets by the private sector. Obviously the first issue is the principal stripping (inevitable price valuation destruction), and the second issue is becoming; which controls are available to the existing private sector holders (those in at the beginning) and those new government (government of the people by the people) holders.
June 25, 2009
congress grills bernanke on bofa/merrill deal | www.reuters.com
Currently the U.S. Government is interrogating and receiving testimony from Mr. Bernanke. The overriding theme of the interrogation (which is BofA) has been obfuscated once again by semantics and Bill Clinton era speak.
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009