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All GLG News Analyses Filed Under: Retail Manufacturing

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Mark Buss Posted December 28, 2006
The Battle for Applica: What Next?
Analysis of: NACCO Industries, Inc. Commences Cash Tender Offer For Applica Common Shares | www.marketwatch.com
Author: Mark Buss, President MB Consulting
Nacco versus Harbinger - the ongoing battle heats up!What is at stake and who is impacted?Who will benefit when the battles over?
Mark Sussman Posted December 12, 2006
Consumer’s conception and store consolidation create extensive opportunity for private label.
Analysis of: Store-Brand Products Become More Popular with Shoppers | www.ddimagazine.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
- In the past, private label products across all categories were perceived to be of inferior quality to the branded analogue merchandise. With the improvement in quality, innovation, marketing and the advantageous pricing the shopper now views private label the equal and in some cases superior to the...
Mark Sussman Posted November 30, 2006
Jim plays with his viewers but not the actual toys.
Analysis of: Cramer says Hasbro has better toys -- and is a better stock -- than Mattel | www.bloggingstocks.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
- Mr. Cramer is meting out the same profoundness of advice in his analysis of the Toy sector as he did in the late ‘90’s touting “The Street.Com”. CNBC needs to keep an 8 year score card on his prognostications to get an under standing that a “fun TV” personality is a poor substitute for the comprehensive long...
Posted November 15, 2006
George Soros makes another move in Argentina's food industry
Analysis of: Supports and critiques for the alliance of Sancor with Soros | www.lanacion.com.ar
Author: GLG Member Program Contributor
George Soros has just moved to buy a majority stake at the second largest diary producer in Argentina, a 65 year old cooperative with an important presence in the provinces of Santa Fe and Cordoba. Soros's company, Adecoagro, will be buying a 62.5% in this dairy cooperative  for 120 million dollars...
Posted November 15, 2006
George Soros after a dairy coop in Argentina
Analysis of: Support and critique on the alliance of Sancor with George Soros | www.lanacion.com.ar
Author: GLG Member Program Contributor
The largest second dairy product manufacturer of Argentina is going to be managed by Adecoagro, a local company owned by financier George Soros.This coop has a long history in the country, but had now a debt of 167 million dollars. The coop is presently owned by different second level coops representing...
Mark Sussman Posted November 2, 2006
Does the stable of FBN's brands mean anything? Holliman a bit too optimistic
Analysis of: Furniture Brands International Reports Third Quarter Sales and Earnings | www.furninfo.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
-With home furnishings sales experiencing declines, including a 3% decrease in 2005, top line sales at Furniture Brands International (FBN) is now forecasting growth to be in the low single digits in FY ’06. Mid-tier priced furniture sales will continue to denigrate at FBN as they attempt...
Mark Sussman Posted November 2, 2006
Masco results add to debate of impact of slowing housing market
Analysis of: Masco 3Q sales up 1% | www.furnituretoday.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
- Masco (MAS) has put up double digit increases (16%) since 1996 benefiting from the extraordinary boom in new home construction and the acquisition of aligned companies in the consolidating building supply sector. As a result MAS has become a leader with significant gains in market share. - MAS...
Mark Sussman Posted October 26, 2006
Slowing housing market does not hurt Leggett a large supplier of furniture components
Analysis of: Leggett earnings jump 55.6% in 3Q | www.furnituretoday.com
Author: Mark Sussman, President and Chief Executive Officer Pyramid Solutions, Inc.
- The success of Leggett & Platt Inc. (LEG) is an example of a management team that develops a long term business plan where macroeconomic conditions are accounted for. They have contingencies built into their plan which can be implemented, dependent on the economic environment.
Mark Buss Posted October 24, 2006
NACCO, Salton and the demise of the Applica Deal
Analysis of: Salton jumps after holder suggests Applica deal | today.reuters.com
Author: Mark Buss, President MB Consulting
Was the NACCO/Hamilton Beach bid on Applica really too low?Why is Harbinger looking to rescue Salton as well?What's in it for Salton to get in bed with Applica?
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