GLG News by Magazine Advertising Purchasers (North America)
Analysis of:
Burberry Cleans Out Its Closets (users1.wsj.com)
Burberry's CEO, Angela Ahrendts, is putting together an effective plan for the brand to sustain the sales of its heyday. The highlights of her plan include focusing Burberry's merchandise on core items and fostering quicker and more frequent deliveries to stores.
Analysis of:
Diamond Resorts to Acquire Sunterra for $16.00 per Share in Cash Creating Leading Vacation Ownership Company (biz.yahoo.com)
The big conversation piece at this years ARDA convention which took place in Orlando, March 25-29 was the acquisition of Sunterra by Diamond resorts which was announced on March 12, 2007. The industry remains strong, but can Sunterra succeed with its new leadership in an intensely competitive field.
Few...
Analysis of:
Apollo Group, Inc. Reports Fiscal 2007 First Quarter Unaudited Financial Results (phx.corporate-ir.net)
This fiscal first-quarter report issued on Feb. 7, 2007 from Apollo Group. Inc., the for profit educational provider that runs the University of Phoenix (UOP) appears to represent a key turning point for an improved outlook with most analysts. The University of Phoenix, with more than 300,000 students...
Analysis of:
Wal-Mart's February U.S. Same-Store Sales Rise 0.9% (Update3) (www.bloomberg.com)
The previous strategy of going after Target is hindering the new strategy of going back to basics. Sure weather and gas prices affect this retailer but if you look at Target's results they are much better.
Analysis of:
At UBS: News Corp. Chernin Touts Traditional Media (adage.com)
This article is important because it highlights a very clear concept that is not being given enough attention...traditional media companies still have a great deal of reach, assets and power.
Analysis of:
Private equity groups could bid for Clear Channel (www.latimes.com)
The privatization of Clear Channel will not set off a wave of similar transactions in the industry. It will, however, force the industry to reinvent itself and find ways to better compete with the public relations blitz of satellite radio and the looming threat of internet radio.
Analysis of:
Private equity groups could bid for Clear Channel (www.latimes.com)
KKR and their partners know the value of a unique basket assets like this. Accordingly, they quickly moved to get control of this tremendous opportunity, which includes significant market share. They will now be able to sell off the pieces to groups of smallers operators who desperately...
Analysis of:
Fox's triple play - News net ups rate at Cablevision (www.variety.com)
This article is important because Cablevision has now raised the bar for what cable operators need to pay for news channels. Cablevision did not need to do this but figures they can benefit from a big friends like Fox.
Analysis of:
Development: A high and tight market (www.reviewjournal.com)
With the overall housing slowdown, the explosive move to vertical high rise projects in Las Vegas has become downright risky; greater future potential may now exist for innovative mid-rise and mixed use projects that are more compatible with the Vegas demographics and lifestyle.
High rise construction...
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