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1. Hopes of either an unexpected turnaround or a bid for the company has kept Zale Corporation stock trading at higher multiples. 2. Third quarter results probably dashed any investor’s dream of a revival of the company until at least 2009 and that isn’t a certainty.3. Declining operating margins...

1. Toy’s “R” Us announced the appointment of a new svp of trend and innovation. 2. Probably a good idea, but it’s a move that could add a lot of tension in an already stressed buying organization.3. One area where house brand product could be successful, with a minimum of corporate disruption, is in...

AT&T and Verizon are bundling television with their traditional services as a survival tactic Verizon FiOs is making significant inroads to Cox, Time Warner Cable and Comcast coverage areas Cable churn averages 3% per month, Verizon FiOS has the best churn in the Pay TV industry, 1.5% per...

1.  Is the business better since Julian Day came on board last year or just different.2. New management team has improved soft earnings, but the stores still  lack a compelling product offer. 3. Remodels may be in the works, but with about 6,000 stores it will take years to materially...

Research In Motion (RIM) has stepped up their attempts to make The Curve (BlackBerry 8300) appeal to all walks of BlackBerry life. Some of the expected applications such as WiFi and GPS are not included. Rim’s famous battery life may be impacted by media functions.

Supermarket industry consolidation is likely to continue, but not return to the pace of the 1990's.Kroger will continue to be discplined in its approach to growth through acquisitions.

1. Again, with declining same store sales! Sears Holding posted increased earnings in the face of declining sales in both their Sears and K-Mart stores.2. More investment either in its retail brands or a retail acquisition doesn’t make a lot of sense; at least not under current management.3. A...

1.MGM, Virgin, Wynn, Sands, Boyd Games and Stanley Ho are investing more than $20 Billion in new gaming facilities in Macao 2.No incumbent gaming technology 3.Macao is the fastest growing gaming capital in the world

1. It’s amazing how simple logic can yield a totally wrong conclusion.2. Almost any product that rises above entry level and that doesn’t aid in the fulfillment of life’s basic needs of food, shelter, and sex can be considered overpriced, wasteful of our limited energy supply, and when exhausted, harmful...

1. It’s often tempting to try to tie two events together in order to make sense of what is happening in the marketplace, but in this instance, the events are more casual than causal.2. In Wal-Mart’s case, customers were only interested in the ‘deals’ and few stayed to buy additional higher margin...