GLG News by Magazine Advertising Purchasers

Paula PetersonPresidentCrown Luxury Consulting

Tiffany blue box is red hot among the investment community

July 19, 2007

Analysis of:Tiffany shares jump on takeover speculation | today.reuters.com

1 - Tiffany may need new management to fuel growth.
2 - Tiffany investments in Little Switzerland & others have not increased shareholder value.                             

George CornellPresidentCornell and Associates

P&G understands consumer needs here and abroad

July 18, 2007

Analysis of:P&G's Global Target: Shelves of Tiny Stores | online.wsj.com

History is a great teacher and P&G seems to understand that. The consumer in the emerging markets is very much like the consumers in the U.S. in the early 20th century, relative to wants and needs. Location and convenience in shopping are  primary needs for the mass market.

Deborah KingFormer Media Manager of Marketing and PlanningMERVYN'S, LLC

Newspapers will benefit From Google Print Ads in the Long Run - BUYER BEWARE

June 6, 2007

Analysis of:Frienemy Google Not a Threat (Yet) to Traditional Ad Sales | www.pbs.org

Google Print Ads introduces yet another source for smaller marketers to play with the Big Boys, but Buyer beware. For the short term, this offering is beneficial to the Newspapers but needs some fine-tuning for small advertisers to benefit. It is essential for the Newspaper Industry to embrace the diversification of media by allowing for the sales base to expand. In the long run Newspapers will benefit from these type of expansions in that they will provide a new outlet other than utilizing Remnant Merchants to offer their available ad space at possible higher rates.  What is missing is that the Newspapers are still in control and the smaller advertisers wont experience the medium at its potential.  The same would be true for Media companies of TV and Radio.

Stephen MagrillAdjunct ProfessorUNLV, the University of Phoenix Inc; Regis University (Denver)

Sunterra – Is there Light at the End of the Tunnel?

March 30, 2007

Analysis of:Diamond Resorts to Acquire Sunterra for $16.00 per Share in Cash Creating Leading Vacation Ownership Company | biz.yahoo.com

The big conversation piece at this years ARDA convention which took place in Orlando, March 25-29 was the acquisition of Sunterra by Diamond resorts which was announced on March 12, 2007. The industry remains strong, but can Sunterra succeed with its new leadership in an intensely competitive field.

Few pure timeshare companies will remain once Sunterra goes private. Many analysts benchmarked Sunterra’s financial data to help evaluate other timeshare operators. The only public timeshare players left in the industry are: Bluegreen (BXG) 80% timeshare, 20% land sales and two small niche operators, Silverleaf (SVLF) and ILX Resorts, Inc. (ILX). They are not large enough to provide meaningful trend line information.

From a public information standpoint we can only rely on the minimal disclosure from the major hotel brands and vacation exchange companies. On an annual basis PricewaterhouseCoopers provides an excellent timeshare financial benchmark study.
Can Cloobeck who has had somewhat of a litigious past (I’m sure he justified these legal actions for this deal) and essentially ran a family owned timeshare operation rise to the challenge in rebuilding Sunterra? An interesting fact is that Cloobeck apparently has an $8 million buyout clause if his leadership is no longer warranted.

 

Stephen MagrillAdjunct ProfessorUNLV, the University of Phoenix Inc; Regis University (Denver)

The University of Phoenix – On the Right Track Again Toward Graduation

March 26, 2007

Analysis of:Apollo Group, Inc. Reports Fiscal 2007 First Quarter Unaudited Financial Results | phx.corporate-ir.net

This fiscal first-quarter report issued on Feb. 7, 2007 from Apollo Group. Inc., the for profit educational provider that runs the University of Phoenix (UOP) appears to represent a key turning point for an improved outlook with most analysts. The University of Phoenix, with more than 300,000 students at some 160 learning centers and 100 campuses (including an online campus) is the US’s largest private university. With fears subsiding regarding competition, earnings restatements and an investigation into options backdating, Apollo Group (APOL) is up a healthy 17% year to date through March 22.

Once a glamour stock in the for profit educational sector, peaking at $94 a share in 2004, Apollo has faced a seemingly endless list of challenges in the past few years including the strength of its senior management team, accounting irregularities, the options back dating, changing demographics of adult students, the law of big numbers (can it continue to grow at its strong historical growth rates), questions relating to its strategic direction, federal financial aid issues, and even calculations of its graduation rates, etc.

Analysts seemed mostly impressed with this quarterly report and senior management statements about its future despite the fact that the report itself was unaudited. Apollo was upgraded by Thomson Financial – Gradient, and; Columbine Capital Services; Argus (Buy), Morningstar (Buy), Morgan Stanley (“we remain bullish”), S&P (Sell). Apollo expects to file the audited statement for the first quarter of 2007, third quarter of 2006, and its report for the 2006 fiscal years by April 30. See commentary section below for short and long term outlook; key positives and challenges.

Joshua PollackChief Executive OfficerNXTCOM CORP

Best to Listen to the Obvious

December 12, 2006

Analysis of:At UBS: News Corp. Chernin Touts Traditional Media | adage.com

This article is important because it highlights a very clear concept that is not being given enough attention...traditional media companies still have a great deal of reach, assets and power.

Brad SaulPresidentPrime Access

Clear Channel Purchase

December 1, 2006

Analysis of:Private equity groups could bid for Clear Channel | www.latimes.com

The privatization of Clear Channel will not set off a wave of similar transactions in the industry. It will, however, force the industry to reinvent itself and find ways to better compete with the public relations blitz of satellite radio and the looming threat of internet radio.

Joshua PollackChief Executive OfficerNXTCOM CORP

KKR gets it done

December 1, 2006

Analysis of:Private equity groups could bid for Clear Channel | www.latimes.com

KKR and their partners know the value of a unique basket assets like this.  Accordingly, they quickly moved to get control of this tremendous opportunity, which includes significant market share.  They will now be able to sell off the pieces to groups of smallers operators who desperately want these stations at a premium.            

Joshua PollackChief Executive OfficerNXTCOM CORP

Cablevision raises the bar

October 18, 2006

Analysis of:Fox's triple play - News net ups rate at Cablevision | www.variety.com

This article is important because Cablevision has now raised the bar for what cable operators need to pay for news channels.  Cablevision did not need to do this but figures they can benefit from a big friends like Fox.

Stephen MagrillAdjunct ProfessorUNLV, the University of Phoenix Inc; Regis University (Denver)

Las Vegas High Rise Market – Boom or Bust?

October 12, 2006

Analysis of:Development: A high and tight market | www.reviewjournal.com

With the overall housing slowdown, the explosive move to vertical high rise projects in Las Vegas has become downright risky; greater future potential may now exist for innovative mid-rise and mixed use projects that are more compatible with the Vegas demographics and lifestyle.

High rise construction costs have increased 30-50% in the past two years and too many inexperienced developers often on unremarkable sites misjudged costs, availability of quality contractors, sales prices and prospects. Further, the extremely high cost to build high rises per square foot has placed most of these projects out of the availability reach of a large segment of the potential target market.

Celebrities with minimal real estate experience like Ivana Trump, Michael Jordan, George Clooney have also tried to capitalize on the allure of the Las Vegas new virtual trend, but their projects, Ivana Las Vegas, Aqua Blue Las Ramblas have all dropped out; yet select developers with a solid brand and credibility including Donald Trump, Turnberry Place, and MGM’s Residences have so far been very successful in a difficult and highly competitive Las Vegas market.

Even some developers with a long track record have struggled here, such as Icon Towers, developer Related Las Vegas. The project, which would have included two towers with 48 stories each, was scrapped before construction could begin. The developers, a joint venture of East Coast real estate tycoons Stephen M. Ross and Jorge Perez, are returning deposits to about 350 buyers; the buyers are suing the developer for breaking the purchase agreement.

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