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October 17, 2007Will Online Shopping Make a Difference?
Analysis of: Outlook For Online Shopping, A Mixed Bag | www.informationweek.com
Author: Nicholas White, President, White & Co
Internet retailing has been absorbed into America’s mainstream; suggesting that it isn't likely to be the deciding factor in determining which retailers will be winners during the 4th quarter. Here's why.
October 17, 2007Retail-A Sector in Crisis or Are Good Times Just Around the Next Quarter?
Analysis of: Holiday Sales Forecast At Five-Year Low | seekingalpha.com
Author: Nicholas White, President, White & Co
With the 3rd quarter behind retailers, all eyes turn toward the all important holiday season, the 4th quarter. Wall Street, usually bullish, has turned decidedly pessimistic toward the retail sector. Whether that out look is justified remains to be seen. But here is how the sector is shaping up...
October 16, 2007Blue Nile May Disappoint!
Analysis of: CITIGROUP CUTS BLUE NILE TO SELL FROM HOLD | www.kfoxtv.com
Author: Nicholas White, President, White & Co
After consistently beating analyst's expectations, Blue Nile may be poised to disappoint shareholders when it announces its 3rd quarter numbers in early November 2007. Here's why.
October 7, 2007If Sales are the Measure of Success, Sears Can Only Get Worse!
Analysis of: Sears Brings Back its Wish Book | blogs.reuters.com
Author: Nicholas White, President, White & Co
Sears’s reintroduction of the ‘Wish Book” is a complete distraction of management’s time from rehabilitating the Sears store offer, capitalizing on its Internet sales opportunities, and exploiting the Lands End brand. Here's why.
September 28, 2007Finlay Bets the Company on Acquision!
Analysis of: Finlay Enterprises Executes Asset Purchase Deal To Acquire Bailey Banks & Biddle Division From Zale Corp [FNLY] | www.rttnews.com
Author: Nicholas White, President, White & Co
Overall, Finlay’s management is playing table stakes poker with this acquisition and has bet the company it will fill an inside straight. Here's more....
September 27, 2007Zale's Liquidation of Its Guild Division Leaves Shareholder Value Neutral at Best
Analysis of: UPDATE 2-Finlay to buy Bailey Banks & Biddle for $200 mln | today.reuters.com
Author: Nicholas White, President, White & Co
The sale of BB & B leaves shareholder value neutral at best. Here is why.
September 27, 2007Today's Stock Prices May Be Overstated!
Analysis of: CPI's Lie on Household Inflation Doesn't Wash | www.bloomberg.com
Author: Nicholas White, President, White & Co
It's questionable whether retail earnings reflect the effect of real inflation rates of 4.5% to 6.0%; suggesting current stock prices for retailers could be severely overvalued. With the exception of service only sector that same logic applies equally well to most public traded companies. ...
September 19, 2007
Overall Ad Spending Is Down In 2007
Analysis of: Cable Takes a Ratings Hit | www.businessweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Overall Ad Spending Is Down In 2007
Analysis of: Cable Takes a Ratings Hit | www.businessweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Viewer-ship is down at the broadcast TV networks. The new Nielsen ratings system may have an equalizing effect on the flight of ad dollars from broadcast to cable TV.
September 19, 2007To: Consumer Electronics Retailers, Hold Prices Inspite of Product Shortage This Fall
Analysis of: Slowdown worries are coming into view in the hot flat-panel TV market. | www.thestreet.com
Author: Nicholas White, President, White & Co
CE retailers can best manage their market share and their profitability by avoiding tactics that commoditize the product. Here's why
September 19, 2007Breeden Capital has a Scant Chance to Proft on its Zale Stake!
Analysis of: Breeden Capital Reports Zale Stake | www.forbes.com
Author: Nicholas White, President, White & Co
Betting on an inside straight, Breeden Capital has little leverage and few opportunities to make a profit. Other than blind luck, here's how they might do it.
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