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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
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
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, 2008
Radio perception is victim of a vicious cycle
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
Radio owners are trapped in a vicious cycle which is not allowing them to steer clear of the "negative" perception that Rher talks about. On the one hand, they know that they need to invest in more compelling content to not only maintain their core listeners but also to bring back all those people...
Nicholas WhiteSeptember 23, 2008
Debt 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.
Kenneth EisnerSeptember 23, 2008
Android'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...
Nicholas WhiteSeptember 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...
Nicholas WhiteSeptember 11, 2008
Finlay (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
Continued growth overall, key shifts in population demographics. New technology enables advertisers to better reach these targets.
Nicholas WhiteSeptember 5, 2008
Can Signet Group (SIG) Take a Punch?
Analysis of: Signet Group Q2 profit plunges - Update | www.rttnews.com
Author: Nicholas White, President, White & Co
By current accounts, Signet plans to ignore the price war that is shaping up in the jewelry industry this fall.  That could cost share holders a lot of value now and in the future too.  Here's why investors should be concerned.  
Nicholas WhiteSeptember 4, 2008
Zale-Analyst’s Enthusiasm Misplaced.
Analysis of: Analysts tout Zale's 4th-quarter results | money.cnn.com
Author: Nicholas White, President, White & Co
As Zale increases its Fy09 earnings guidance, it is apparent management is promising the least likely numbers rather than the most probable ones.  Here is why investors should be concerned.

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