Energy Storage- A $44 billion market by 2015
May 25, 2010
Energy Storage Market to Hit $44 Billion by 2015 | www.matternetwork.com
Given that most automakers are launching electric vehicle and the smart grid is expanding, now is the time to understand energy storage and renewable energy opportunities.
Luxury Retail's "Broken V Recovery"
May 21, 2010
With dramatic sales and earnings improvements, the luxury retail sector appears to be in full recovery. But a closer analysis reveals that maintaining sales and profit momentum is about to get a lot more challenging.
Wal-Mart Takes Renewable Energy to Southern California’s Main Street
May 12, 2010
Sam's Club Opens On-Site Micro-Wind Farm | www.reuters.com
Per a Reuters.com article, Wal-Mart has reportly installed the first wind farm of micro-wind turbines onsite at a Palmdale, California Sam's Club. This 17 unit wind farm will produce 3-5% of the stores annual energy needs. Are Illinois, New York & North Dakota far behind?
A Rebound Is Not A Recovery: Retail Still Has a Long Way to Go
May 4, 2010
The economic picture is improving and retail performance is following suit. But despite recent positive comparisons retailers, particularly in the luxury sector have a long way to go before a true recovery is in place.
Dell's Global Supply Chain Strategy- A Possible 4th Quarter Retail Indicator
April 28, 2010
Dell Looks to the Ocean | www.joc.com
Dell Computer's Global Supply Chain has a reputation as best in class. As the company optimizes its business model will other high tech giants follow? How will Dell’s strategy impact Retailers and Global Retail Supply Chain solution providers?
Coming Soon- An Energy Efficient & Green Retail Supply Chain
April 21, 2010
Home Depot making stores, supply chain greener | atlanta.bizjournals.com
Whole Foods, Lowes, Publix, Home Depot and other retailers continue to launch Sustainability Programs in response to consumer and government demands to go Green. Energy reduction, streamlined transportation and improved supply chain coordination are part of one retailers green plan to boost profit.
Squeeze Play: The Off-Price Luxury Market Hits the Wall
April 20, 2010
There has been an explosion in growth in off-price luxury channels as new models such as Gilt, RueLaLa and HauteLook have emerged upon the scene and industry incumbents such as Neiman Marcus, Saks and Nordstrom have accelerated their own efforts. But as consumer demand grows and the supply of authentic clearance merchandise shrinks dramatic change is inevitable.
Green Product Development- An Investor Near Term Outlook
April 19, 2010
Navy and Marines Aim for a Leaner, Greener Fighting Machine | www.nytimes.com
History tells us that all types of products, concepts and ideas are generated during military conflicts. The Green Revolution is no different. Check out this analysis and potential early investment and trading opportunities.
Response to Mr. Cassidy's analysis of the prospects on Skechers.
April 7, 2010
Wall Street Upbeat on Skechers Outlook | www.wwd.com
Skechers is poised for continued growth due to the Toning category for three reasons:1) Toning is still predominantly a womens' market; Skechers dominates in women-friendly retail channels.2) Skechers massive arsenal of proven lasts will allow the company to easily and inexpensively expand the product offering.3) Skechers strength online and their marketing genius allows them to make a pitch to a large audience.4) Skechers is capable of producing and delivering product.
Managing Investor Sustainability Risk as Senate Rolls Out Energy Proposal
April 6, 2010
How companies manage sustainability: McKinsey Global Survey results | www.mckinseyquarterly.com
Most Senior Business Executives consider Sustainability as very or extremely important to over overall corporate strategy per the source article. Yet many companies are not proactively managing this challenge as U.S. House Bill 2454, American Clean Energy and Security Act of 2009 is passed and the U.S. Senate Climate Change Bill is proposed. What are implications for the investment community?
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011