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October 6, 2008New Zale (zlc) Management May Have Misjudged the Consumer
Analysis of: Zale making changes to business, analyst says | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Zale's new management team may have misjudged buyers motivations when building this years profit plan. Now, with the consequences of the $700 billion bailout legislation just being understood, the error is likely only to get larger. Here is why?
October 2, 2008Chapter 7 or Chapter 11, Circuit City Management Needs to Make a Choice.
Analysis of: Circuit City Posts Loss As Sales Woes Continue | online.wsj.com
Author: Nicholas White, President, White & Co
Circuit City has passed being just another mediocre company that needs to be patched up. Management needs to drastically down size this company or liquidate its assets. Here's why
October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008
2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...
September 29, 2008
Personal People Meter - When Almost Good is Not Good Enough
Analysis of: NYC Council backs FCC probe of PPM. | www.rbr.com
Author: GLG Expert Contributor
Analysis of: NYC Council backs FCC probe of PPM. | www.rbr.com
Author: GLG Expert Contributor
Under reporting of audience listenership to Urban and Spanish-language stations hurts everyone, the listeners and advertisers. It's taken main stream marketers a while to fully understand the importance of these audiences
September 24, 2008
Can Radio Overcome All The Negativity?
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
As with other mediums, revenue is down but radio is far from out of business. New technologies and a return to localism will help.
September 23, 2008Debt Rating Company Loses Faith in Sears' (SHLD) Voodoo Retailing
Analysis of: Sears Holdings cut to 'B+' on pressured opg margins - Fitch | www.forbes.com
Author: Nicholas White, President, White & Co
Fitch lowers Sears Holdings debt rating amidst government backed financial industry bailout. Here's why Sears isn't likely to benefit.
September 23, 2008Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name. But they are competing against another huge brand in Apple who also controlled the hardware and software. Though this is directly in line with their strategy, they are leaving part of the OS...
September 16, 2008"Diamond War" May Mean Lower Profits For Jewelers
Analysis of: Diamond War in South Africa Forces DTC to Postpone Sight | www.idexonline.com
Author: Nicholas White, President, White & Co
As DeBeers grows weaker, producing countries are demanding a bigger piece of the profits from rough diamond sales. South Africa's recent demands may drive diamond price up sharply this fall and limit the supply of certain key sizes and qualities. This means jewelers may not get some product...
September 11, 2008Finlay (FNLY) Results Disturbing
Analysis of: Finlay Enterprises, Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript | seekingalpha.com
Author: Nicholas White, President, White & Co
Finlay's declining margins and narrow credit line, in combination with an industry perilous close to a price war suggest investors, vendors, and capital suppliers should be concerned. Here's why.
September 11, 2008
Nielsen TV HH's Increase for 2008/09
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
Analysis of: Nielsen: TV Households to Increase 1.5% for 2008-09 Season | www.mediaweek.com
Author: GLG Expert Contributor
Continued growth overall, key shifts in population demographics. New technology enables advertisers to better reach these targets.
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Net effects of Recession on Offshore Outsourcing
October 8, 2008
Offshore Outsourcers Hurt by Financial Meltdown
October 7, 2008
Nuance updates earnings upwards
October 3, 2008
Here they go again!
October 3, 2008
Deconstructing Nortel – What Next? Time To Hunker Down
October 1, 2008

