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February, 2011  // Posts published in February, 2011

Feb 15 2011 Banking, Financial

Lending for Commercial Construction Mixed, Elusive

Research Question: Are lenders stepping up foreclosures on commercial construction projects, are they “extending and pretending,” or are they financing new projects? By: David Franklin Companies: BAC, C, IBKC, PEBP, TCBK, USB, WBS, WFC Click here to download the report (.pdf)   Summary of Findings Commercial real estate lending is showing early signs of improving for multifamily housing […]


Customers Charmed by Pandora Bracelets

Research Question: Will sales of Pandora A/S’ charm bracelets continue to surge, and can sales of its non-charm jewelry rise to the same level? If so, when? By: Reverdy Johnson Companies: COH, LON:SIG/SIG, MOV, OMX:PNDORA Click here to download the report (.pdf)   Summary of Findings Sales of Pandora’s charm bracelets continue to climb. Sources reported strong holiday […]


OTT More a Supplement Than a Replacement for Cable

Research Question: Are customers “cutting the cord” or just adding over-the-top (OTT) viewing options, and how are content providers and cable/satellite services reacting? By: Reverdy Johnson Companies: AMZN, ASX:NWS/NWSA, CBS, CMCSA, CVC, DIS, DTV, GE, GOOG, NFLX, S, T, TIVO, TWC, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Cord cutting is […]


Feb 03 2011 Technology

STEC Well-Entrenched But Lacks Outreach in SSD Market

Research Question: Will competition in the enterprise-class flash SSD market, including low-price offerings from Hitachi Ltd., result in a reduced market share for STEC? By: David Franklin Companies: EMC, IBM, INTC, LSI, MU, SEO:005930, STEC, STX, TYO:6501/HIT, TYO:6502, WDC Click here to download the report (.pdf)   Summary of Findings 2011 is expected to be the year of […]


Feb 03 2011 Services, Travel & Leisure

Vegas Conventions, RevPAR Up with Room Supply Holding Steady

Research Question: Have floor traffic and midweek RevPAR improved for MGM Resorts International’s Las Vegas casinos? What is in store for convention bookings through 2012? By: Susan Jennings Kantari Companies: LVS, MGM, WYNN Click here to download the report (.pdf)   Summary of Findings Most sources expect 2011 Las Vegas conventions and Strip hotel RevPAR to easily outpace […]