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September 3, 2008
Terrible PR
Analysis of: GM Sues to Recoup $450K in Employee Discounts | www.forbes.com
Author: GLG Expert Contributor
Analysis of: GM Sues to Recoup $450K in Employee Discounts | www.forbes.com
Author: GLG Expert Contributor
When GM is offering "employee discounts" to everyone, this seems like a terrible PR move. I mean, seriously $450K is hardly a footnote on GM's balance sheet. As a former Congressional Hill staff member, I can tell you that this will not play well when GM asks to be bailed out.
July 17, 2008
“Railways and Energy: The Unheeded Warnings Of An American Admiral and a Saudi King”
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: GLG Expert Contributor
Analysis of: Railroads: The Calm After the Storm | investerms.com
Author: GLG Expert Contributor
As the United States begins the shift away from an oil-driven economy, the dawn of the Post Carbon Era, railways will play an important role in that transiition. Aviation, due to its vulnerabilty to oil depletion, will continue to be hit hard. But railways will need to make important...
July 14, 2008
A unique opportunity
Analysis of: US carmaker cutbacks hit parts sector | www.ft.com
Author: GLG Expert Contributor
Analysis of: US carmaker cutbacks hit parts sector | www.ft.com
Author: GLG Expert Contributor
The battle hardened automotive suppliers are becoming efficient and process driven to survive in this difficult environment. Success in this industry is the ability to continually improve operations and expand into other industries to diversify the revenue base. These efficiencies learned...
July 2, 2008
Product Development Process
Analysis of: Chevrolet Volt | onlocation.consumerreports.org
Author: GLG Expert Contributor
Analysis of: Chevrolet Volt | onlocation.consumerreports.org
Author: GLG Expert Contributor
Major decisions need to be made up front on the direction the battery must go. I do not believe they can afford to continue on a two directional path due to the vehicle system it needs to fit into. Since they do not have a definite path on the battery technology, a decision must be made...
May 12, 2008
Next steps for Circuit City
Analysis of: Circuit City Critic Stirs It Up | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Circuit City Critic Stirs It Up | online.wsj.com
Author: GLG Expert Contributor
As an executive in this industry I think it is important to share a scenario that these recent activities may play into. Mark Waddles owns Wattles Capital Management. Mark was the founder of Hollywood Video and Game Crazy video game entertainment stores. Mark also owns Ultimate Electronics. When you...
March 24, 2008
Vendor Strategies in Time of Uncertainty
Analysis of: WWD Article: Vendors Take Control Amid Uncertainty | www.wwd.com
Author: GLG Expert Contributor
Analysis of: WWD Article: Vendors Take Control Amid Uncertainty | www.wwd.com
Author: GLG Expert Contributor
The issue of controlling quality when sourcing products is going to add to the cost of production. The cost of oil is going to add to the transportation costs of products whereever they are manufactured. Consumers are becoming mindful of the amount of gasoline they spend on shopping trips...
January 16, 2008Wyndham – Hotel, Timeshare & Vacation Ownership Competitors Face Challenging 2008
Analysis of: Wyndham shares tumble on profit outlook | www.reuters.com
Author: Stephen Magrill, Adjunct Professor, The University of Phoenix Inc
Despite this mid December 2007 change in guidance; Wyndham should continue its leadership as the largest vacation ownership (VO) operator in 2008. Its more bargain hotel brands are likely to be more stable than its pricier competitors during any possible downturn. Many of the lodging stocks...
October 22, 2007
Where's the Consumer?
Analysis of: A STORIED NAME ON SALE? | online.barrons.com
Author: GLG Expert Contributor
Analysis of: A STORIED NAME ON SALE? | online.barrons.com
Author: GLG Expert Contributor
Real estate for Sears is a valuable asset but will not determine future success of the either Sears or Kmart. Without a hard look at the consumers and a major effort to coordinate front and back office functions to provide better value for consumers the chains will not survive.
August 14, 2007
Sears Holdings -- If not now, when?
Analysis of: Comps drop at Sears and Kmart | www.retailingtoday.com
Author: GLG Expert Contributor
Analysis of: Comps drop at Sears and Kmart | www.retailingtoday.com
Author: GLG Expert Contributor
The Sears/KMart transaction happened in late 2004 and has yet to deliver meaningful comp sales growth for either chain. From a shareholder perspective, Lampert and his team have added to the share price by exploiting value in the company's non-retail assets (real estate, cash, etc.) and by...
August 10, 2007
VF Corp's Strategic Moves
Analysis of: VF Buys Way into Upscale Jeans | online.wsj.com
Author: GLG Expert Contributor
Analysis of: VF Buys Way into Upscale Jeans | online.wsj.com
Author: GLG Expert Contributor
VF Corp's moves to buy Seven for all Mankind and Lucy Activewear are smart strategic steps on two fronts. The brands give VF more market power in categories where they are already dominant players (denim and activewear). And the brands give VF another platform to expand its own retail operations....
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Source Article | Expert Analyses
Carmakers Deserve Loan Guarantees, G.M. Official Says
www.nytimes.com
Sear's Profits Fall 62% In Second Quarter
www.chicagobusiness.com
GM recalling 944,000 vehicles
www.forbes.com
GM Sues to Recoup $450K in Employee Discounts
www.forbes.com
Maker of Snickers and M&Ms is raising prices
www.msnbc.msn.com
A Mature Virgin Desires an Old Midland
September 2, 2008
Mars follows lead of Hershey in raising prices.
September 1, 2008
Turns Out GM's Employee Discount Isn't For "Everyone" As The Ads Say
September 1, 2008
Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet
September 1, 2008
Austrian struggles as deadline approaches
August 25, 2008

