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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 15, 2008It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
Analysis of: G.M. at 100: Is Its Future Electric? | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The future of the personal automobile is in the gasoline or kerosene(diesel) burning internal combustion engine. Future cars will be small, lightweight, and get 50 MPG and more. The Toyota prius hybrid already gets 50 MPG right off the showroom floor. This is why Toyota is increasing the production...
September 15, 2008Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Analysis of: Chevron selling rare earth mining operations | www.bizjournals.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is a rare earth mining boomlet under way?
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 8, 2008The Stupidest Waste of Money: Subsidizing Manufacturers To Locate Or Remain In The US While Failing To Fund American Natural Resource Production To Supply Those Same Manufacturers.
Analysis of: Manufacturers turn to US | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Incredibly American states from which manufacturing jobs were lost by the hundreds of thousands over the last few years are bribing foreign heavy industry, the very industry that we were told by Wall Street was 'obsolete in the modern globalized American service economy, to set up manufacturing plants...
September 8, 2008
What kind of electric auto will win out - FCV or PEV?
Analysis of: EU Eases Road for Hydrogen Cars | industryweek.com
Author: GLG Expert Contributor
Analysis of: EU Eases Road for Hydrogen Cars | industryweek.com
Author: GLG Expert Contributor
The need for hydrogen fuel for vehicles may never emerge if supercapacitor technology is commercialized. PEVs, not FCVs or FC hybrids, would be the vehicles of the future under this scenario.
September 5, 2008Can 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.
September 4, 2008Zale-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.
September 1, 2008Recalls: The True Costs of Outsouricng Both The Part And The Quality Control
Analysis of: GM recalling 944,000 vehicles | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Detroit Three followed the lead of Jacques Nasser at Ford in the early 1990s and began to eliminate internal supplier quality management and PPAP, production parts approval processes. After internal engineering supplier monitoring had been made into a supplier self approval regime came the outsourcing...
August 29, 2008Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
On what basis do OEM American carmakers deserve federal loan guarantees? Is it because their legacy costs weren't their own fault? Is it because they made lower quality vehicles than their foreign competitors? Is it because they sent American jobs overseas so that the unemployed workers they created...
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