Please join us as we launch our Black Book:
Top 10 Retail Predictable Unpredictables in 2010
Conference call FRIDAY January 8, 2010 -- 11 AM EST
Simply put, these are 10 ideas that we assess at better than 60% chance of happening, but today's Wizards of Wall Street either:
A) do not acknowledge that such ideas exist, OR
B) see them as so unlikely, they do not bake them into their investment process.
Some of our deeper conclusions will come from the following topics...
1. M&A Targets
2. Looming Business Failures
3. Unionization
4. The Retail Private Equity Pipeline
5. dot.com
6. Asia's Role in Sourcing
7. Inventory Cycles and Capacity Utilization
8. Asia Free Trade Agreement Impact
9. Consumer Retrenchment
10. Commercial Real Estate’s Next Leg
Research Edge institutional strategy calls are available to current and prospective institutional subscribers. Please contact or reply to this email to request call information.
Research Edge Retail Black Books are available to Premium subscribers to our Retail vertical and on an a la carte basis to other qualified institutional investors.
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Contact to request access to the conference call.
