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Jorge Fernandez, Principal

Jorge FernandezPrincipalWater Science & Marketing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Crumbling U.S. Water Infrastructure is an Investment Opportunity

April 11, 2008

US Water Pipelines Are Breaking | ap.google.com

This article points to an area of the water industry that will continue to enjoy positive dynamics. For the investor, the message is simple: companies selling water infrastructure-related products and services, like large pipes, large valves, inspection and repair services, water pipeline engineering and construction, etc., the future has a strong upside. The current housing crisis may hurt some municipalities' ability to fund some of these projects. However, in most cases, delaying them is difficult or impossible, specially when water service to customers is at stake. Further, a new Washington administration in 2009 will look at rebuilding infrastructure as a strong potential avenue to re-energize the economy and create jobs.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Best Buy remains best bet in consumer electronic sector

February 25, 2008

Best Buy cuts '08 EPS outlook, shares fall | www.retailingtoday.com

-          Best Buy’s (BBY) initiative to facilitate the customers need for their consumer electronic needs with their “end to end” solution differentiates them from their major competitors and the big box stores in the CE sector.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

TJX companies poised to continue success evidenced by their announced buy back of an additional $1 billion worth of their stock

February 21, 2008

TJX profit jumps 47 pct on cost controls | www.businessweek.com

TJX is projecting a growth rate of 12% for the next 3 years. Given the leadership of CEO Carol Meyrowitz and the strong emphasis she gives to the merchandising of the assortments the company should easily be able to achieve this number. There has been a marked improvement in the trading up of in season designer labels aligned with the timely delivery of furnishings, shoes and accessories that is driving the customer into the T.J. Maxx and Marshall’s stores. These 2 divisions account for almost 70% of the top line sales accounting for over $11 billion in sales.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

J.C. Penny American Living launch is impressive but timing may pose problems.

February 21, 2008

JCPenney Announces Launch of American Living, Exclusive Lifestyle Brand | www.marketwatch.com

All the positives written in the article are pretty much on target. The American Living assortment across the classifications is quite impressive. The big problem is that the launch is coinciding with one of the worst economic downturns retail and the macro economy has experienced in the last 20 years.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Wal Marts top line sales divert attention away from underlying problems

February 20, 2008

Wal-Mart: Fashioning a New Growth Track | www.businessweek.com

Wal – Mart (WMT) barely squeaked out January with a 0.5% comp. store increase. This result is rather dismal given their aggressive promotional activity in January. WMT stores showed a weaker gain than Sam’s club and the International Divisions, although they don’t reveal comp. store sales was up over 20% connoting that the domestic business is in distress.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Inventory management should be a non issue with new planning software, demand for vendor transparency and sales history veracity.

February 19, 2008

Retailers trimming back merchandise | www.msnbc.msn.com

-          As written in the title of this commentary, assortment planning and merchandise management should no longer be an issue. With the expediency of the new planning software, a strong strategic relationship with each vendor and a merchandising team that keeps good history it is not the “blind” challenge posed 10 -20 years ago.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Costco is pulling ahead of competition through superior management.

February 19, 2008

Costco to open in Australia in ’09 | www.retailingtoday.com

-          Costco debatably has the strongest management team in the vast retail sector. Although this dynamic is probably “baked” into the valuation of the company it is still under rated and yet to be a neutral factor.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Abercrombie & Fitch is clicking on all cylinders.

February 18, 2008

A&F says 4Q net income up 9% | www.retailingtoday.com

-          As written in the article ANF is doing well in a difficult macro economic environment which is beating down the retail sector in particular.   -          This has been achieved through both creativity, introduction of new product lines, classification extensions and lastly through good operational management both at the store level and most importunately in the merchandising and inventory management.

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Dicks should become dominant Sporting Goods Retailer through aquisition and expansion.

January 17, 2008

Dick's raises 4Q earnings guidance | www.retailingtoday.com

As the majority of retailers are experiencing difficulties due to the macro economic conditions, Dicks Sporting Goods, Inc. (DKS) has yet to feel the squeeze. Although comp. store sales could be stronger, DKS has positioned itself as a head quarters store for their sector while also capturing new market share through expansion and acquisition. (Golf  Galaxy)

Mark Sussman, President and Chief Executive Officer

Mark SussmanPresident and Chief Executive OfficerPYRAMID SOLUTIONS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sears utilization of Land’s End Brand Equity makes the Restoration Hardware acquisition something other than a “retail” play

November 30, 2007

Sears makes tentative offer for Restoration Hardware | www.chicagobusiness.com

-Sears has done nothing to maximize, let alone exploit the Land’s End Brand. This is really one of the most overlooked stories in the retail sector since the acquisition by Sears.

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