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October 29, 2008Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm
Analysis of: Can Anything Derail Google's Growth Engine? | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning. Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...
October 29, 2008Sprint's WiMax Begins in Baltimore: Why Baltimore, you ask?
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The Baltimore Sprint deployment tells us a lot. In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected. As for the LTE v WiMax debate,...
October 23, 2008Any Candidate for Sears' (SHLD) CFO Needs More Than Grooming
Analysis of: Sears grooms new chief financial officer | www.businessweek.com
Author: Nicholas White, President, White & Co
With financial markets imploding and directors managing both financial institutions and the company they invest in, CFO's professional independence may constitute the last line of defense against self interest and greed. Here is why.
October 20, 2008Its Not Business as Usual at Wal-Mart (WAL)
Analysis of: In early holiday push, Wal-Mart cutting toy prices | www.reuters.com
Author: Nicholas White, President, White & Co
Wal-Mart's early sale tactics could mean big loses for competitors, here is why.
October 20, 2008Will Tiffany (TIF) Disappont?
Analysis of: Tiffany shares rise as S&P raises stock rating | www.forbes.com
Author: Nicholas White, President, White & Co
Tiffany has defied current trends for luxury retailers, but the forces of weakening global economy and a deteriorating US market maybe catching up with the venerable Fifth Avenue retailer. Here's why
October 8, 2008
How are Univision and Telemundo going to be affected by a Class A must-carry resolution?
Analysis of: Class A must-carry could stimulate TV biz | www.rbr.com
Author: GLG Expert Contributor
Analysis of: Class A must-carry could stimulate TV biz | www.rbr.com
Author: GLG Expert Contributor
It is clear that Class A TV station owners, media brokers and the audience in general will benefit from this initiative; however, in this world in which the advertising pie is shrinking, would this initiative have losers?
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
Is it time for Arbitron to become a non-for-profit organization, á la NAB?
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
Why is Arbitron resisting very much the request from some of their best customers to go back to the drawing board and improve their methodology to measure minorities? What is Arbitron's top priority, shareholders or clients?
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