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Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Tread very carefully

March 9, 2009

HBOS, RBS U.K. Deposits Fell; Government Banks Gained | www.bloomberg.com

The US Senator Dodd has suggested a $500 Billion line of credit for the FDIC.  FDIC chair Shelia Bair has acknowledged a good idea for US depositors would be to continue the higher ($250k) FDIC Insurance limits on depositors bank deposit principal.

Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Business Risk Management First - Before Quant or Qual

March 9, 2009

Deutsche Bank’s Quantitative Team to Leave, Start Hedge Fund | www.bloomberg.com

Some of the The Frankfurt- based bank's DWS funds have recently suspended dividends due to previously exposed risk and current market conditions (1). Further, the Frankfurt- based bank,  will cut risk by shifting resources from areas such as proprietary trading after “unprecedented market conditions revealed some weaknesses” in trading operations. (1) DWS RREEF Real Estate Fund, Inc. (AMEX:SRQ - News) and DWS RREEF Real Estate Fund II, Inc. (AMEX:SRO - News) (the “Funds”) announced today that they will not declare any distributions to common shareholders in March 2009 because market conditions have resulted in a decline in portfolio values causing the Funds to currently not meet the preferred share asset coverage ratio that is a precondition to the declaration of common share distributions under the Investment Company Act of 1940.

Robert Sethre, Chief Executive Officer

Robert SethreChief Executive OfficerWoodford Group, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Lexmark Downgrade - Should We/They Be concerned?

March 5, 2009

S&P downgrades Lexmark on profit challenges | www.marketwatch.com

The issues are not new, but they remain significant: Lexmark's product line development needs and excessive focus on the inkjet / consumer space. An improvement or even a stabilization of future results depends on addressing these topics.

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Best Buy or Toys R Us Better For Used Games?

March 5, 2009

Best Buy following Toys R Us into used games? | www.examiner.com

Best Buy and Toys R Us likely share a good deal of customers, but that doesn't mean they can't both succeed in the used game space if they put their own brand to work against the program. Tougher than competing against each other will be competing against Game Stop. As big box retailers vs. a small, focused specialist like Game Stop, execution in the high touch and un-scaled management of used games will be challenging.  Category management, from how the product is taken in, to how it is QC’d, and how it is displayed,  will require a considerable shift in discipline and approach from the largely centralized and uniform process environments Best Buy and Toys R Us are currently managed in.

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Apple Verizon Deal = Many Millons More iPhone Sales

February 25, 2009

Will Apple Increase iPhone Value with Rumored Verizon Deal? | seekingalpha.com

An Apple Verizon deal will significantly increase demand and sales of the iPhone. In spite of parading out a stream of other smart, touch screen phones, or iPhone substitutes, nothing Verizon has available measures up to the iPhone total package (from and function).

Mark Mariotti, Chief Executive Officer

Mark MariottiChief Executive OfficerFuture Management Holdings Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

I did not have nationalization relations with that bank!

February 25, 2009

RBS May Not Avoid Full Nationalization With Insurance | www.bloomberg.com

Well, did you or didn't you? Guess we are not sure any longer since we have various definitions floating around. Both the UK & US have essentially shored up the depositors principal, and stripped the investors equity.

Robert Sethre, Chief Executive Officer

Robert SethreChief Executive OfficerWoodford Group, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Printing Companies' Message - Print Less, Save More?

February 25, 2009

Xerox Tries to Go Beyond Copiers | online.wsj.com

For decades, the imaging industry (especially the copier/MFP segment) thrived on the premise that hardware and print volume are the keys to success. Get and maintain the installs (the famous "MIF" - machines in field), and make sure they are well fed with toner. While the vendors hope to earn a bit if possible on the hardware, they want to ensure that they earn a lot on the consumables by encouraging their clients print / copy a lot. That was then, but a "new now" is emerging: the dual trends of economic pressures and increased capabilities for print output transparency are encouraging much better managed print fleets and workflows. Against all apparent logic, imaging companies are now encouraging their users to print less. Are these companies suicidal, or at the very least masochistic? Not at all, they are just seizing the trend and looking for a bigger piece of a smaller pie.

Robert Sethre, Chief Executive Officer

Robert SethreChief Executive OfficerWoodford Group, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

HP - Looking for the Balance (3)

February 25, 2009

HP profit slumps 13% on weak PC and ink sales | www.livemint.com

This commentary is a copy of the analysis submitted a few days ago regarding the same topic (commenting the WSJ article).  HP is highly successful and highly respected, and for good reason. Nonetheless, the earnings call was a missed opportunity to show strategic balance and direction for the company and the industry, especially regarding IPG (what the article calls the "printer and ink" division). In difficult economic times, expectations are high to get some key insights from market leaders, and HP still owes the market some indication of their plans to grow and thrive.

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A Reflection of Recessionary Times or Something Deeper?

February 24, 2009

RadioShack 4Q Net Drops 39% On Falling Margins, Sales | money.cnn.com

Declining revenues, declining margins, declining bottom line, and an undefined brand. The recession was sighted, but  if the recession ended tomorrow, would any of this be solved for Radio Shack? I don’t think so -- after listening to Radio Shack’s earnings call today, two critical questions are still unanswered: Where’s the real leverage for Radio Shack?  Who will define the Radio Shack brand?

Robert Sethre, Chief Executive Officer

Robert SethreChief Executive OfficerWoodford Group, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

HP - Looking for the Balance (2)

February 23, 2009

HP cuts forecasts as sales miss target | www.ft.com

This text is a copy of the analysis submitted last week regarding the same topic (commenting the WSJ article).  HP is highly successful and highly respected, and for good reason. Nonetheless, the earnings call was a missed opportunity to show strategic balance and direction for the company and the industry, especially regarding IPG. In difficult economic times, expectations are high to get some key insights from market leaders, and HP still owes the market some indication of their plans to grow and thrive.

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