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Monday's Hotsheet
The HOT Sheet - Tomorrows News Today
August 18, 2008
arrow Consumers Spending More Time in the Kitchen
 
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Hot Tickets From the Alliance

 

arrow To Drill or Not to Drill? -- Part Two
Tobin Smith

Hungry for Diners

Tough times continue for U.S. restaurants as consumers keep an eye on their wallets. To further explore this trend, we surveyed Alliance members about their dining habits and plans, and the results are in. Read on to learn more and discover which restaurants are gaining customers in this tough economic environment. Then, check out what Alliance members not in favor of onshore and offshore drilling suggest as remedies for the energy crisis. And don't forget this week's Hot Tickets.


Toby

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arrow Consumers Spending More Time in the Kitchen

Restaurants still feeling the pinch as economic slowdown continues

 

By Paul Carton

Our ChangeWave consumer surveys have tracked a continuing slowdown in U.S. restaurant spending since November 2007. To find out if the outlook for restaurants is showing any signs of improvement, we surveyed Alliance members on their dining habits in July -- and the results showed more tough times ahead for the industry.

But which restaurants are bearing the brunt of this slowdown and which are poised to break out once the economy turns around? Read on to find out.

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arrow Hot Tickets From the Alliance

Each week Alliance members submit "Hot Tickets" as a way of presenting new observations and ideas on investable opportunities to ChangeWave. Today we're focusing on smartphone operating systems, car rental services and a new glucose monitor, just to name a few. Read on to find out what you need to know.

(1) Another Smartphone Battlefront

LDG06410 writes: "The real battle in the smartphone arena is occurring between operating systems. Microsoft's (MSFT) successful Windows Mobile operating system spreads across many platforms. Windows Mobile runs 18,000 applications, Research In Motion's (RIMM) BlackBerry runs 4,000 and the Apple (AAPL) iPhone runs only 500 at present. Windows Mobile has arguably the best and lowest cost synchronization, flexible carrier deployment and enterprise-style technical support.

"RIM has an early, commanding lead in the overall market with the BlackBerry, but Windows Mobile runs a strong second place. HTC, Motorola (MOT), Samsung, Hewlett-Packard (HPQ), Nokia (NOK) and Palm (PALM) are among those companies that back the Windows Mobile environment, plus it is easy to add touch-screen systems to create an iPhone-like look and feel. It is well-known that the Palm OS is practically a non-factor, but there is a battle brewing between the Windows Mobile, BlackBerry, iPhone and upcoming Android operating systems."

(2) Not So Thrifty

GET08778 writes: "I have used Thrifty Car Rental's (DTG) Blue Chip service for the past five years, but because of inconsistent service at various locations, I will no longer use it. Blue Chip offers no preferred handling or streamlining at 80% of the locations I have visited. It does give you points, but that does not outweigh the inconvenience of the shoddy service at most locations, which are independently owned. So, I signed up for Hertz's (HTZ) #1 Club Gold, which I will use for the foreseeable future. The prices are higher, but I'm willing to pay more if the service is as promised."

(3) New Glucose Monitor

WSU8151 writes: "Recently, Medtronic (MDT) received FDA approval for the new CGMS iPro Recorder continuous glucose monitoring system. It uses a monitor with an embedded sensor strip that takes measurements 288 times during a 24-hour period -- filling in the gap between finger sticks. Doctors will also be able to better fine tune a patient's insulin requirements."

(4) Issues With SanDisk's MP3 Player

KEI97981 writes: "I recently purchased a SanDisk (SNDK) MP3 player with what I was told was an Apple-compatible connector. Mechanically, it is compatible, but not electrically. SanDisk does offer some accessories for its player, but all at premium prices. This explains why the player was discounted 50%. Furthermore, I was looking for memory, and the SanDisk player is the most expensive with the lowest performance."


 

arrow To Drill or Not to Drill? -- Part Two

Last week we highlighted responses from Alliance members who believe that the U.S. government should increase onshore and offshore drilling programs to combat rising energy prices.

As a follow-up, let's take a look at responses from members who disagree with the idea of additional drilling but support alternative solutions. Here's a sample of their responses:

• JBU6212 writes: "Invest in developing alternative fuels, regulate oil company profits, provide incentives to companies that institute energy-saving programs like four-day workweeks and provide incentives to communities to develop/expand public transportation."

• MGO7260 writes: "Provide attractive incentives to make oil companies change their policy and develop/commercialize alternative energies quickly. Provide attractive incentives to get automotive companies to raise fuel standards and produce electric-, hybrid- or hydrogen-powered cars quickly. Provide incentives for the auto industry to use solar power and energy more efficiently."

• REG63212 writes: "We need to finance alternative energy sources -- not try to drill our way out as a cure -- reduce oil company subsidies and use that money to increase funds to build refineries, encourage oil shale usage and support electric/rail/roadway infrastructure improvements."

• TRA3972 writes: "We need a Manhattan/Apollo-type project to launch alternative fuels for transportation (natural gas, hydrogen, biofuels). The government is the largest fleet owner in the country and can lead the way by announcing that all new government fleet vehicle replacements will be alternative-fuel vehicles."

• CHR9122 writes: "We need to realize the need for alternative energy (ethanol not being one) and start aggressively funding alternative energy programs."

• KLA08176 writes: "Accelerate investment in alternative energy sources -- e.g., by redirecting existing tax credits for oil companies to alternative energy companies instead."

• ARL47234 writes: "There is no short-term fix due to the global effect on oil prices. In the long term, we should be putting money into alternative energy -- not ethanol, but solar, wind and nuclear energy."

• USY93244 writes: "Invest heavily in renewable energy technologies and infrastructure, and increase efficiency from the products we use today. Invest heavily in safe nuclear energy. Forget about alternative fuels -- I want an electric car by 2015."

• TFW6544 writes: "Give incentives to ride mass transit, fund new mass-transit projects and increase rail service on both the East Coast and West Coast."

• TDU03534 writes: "Make biking to work safe, promote biodiesel from algae, remove oil company tax breaks, give money to the promotion of alternate fuels for trucks, and promote battery technology and wind, wave and solar research through grants and scholarships."

Review the full set of responses for and against onshore and offshore drilling.