If management continues to show humility and executes to a reasonable degree throughout the year, we think the (stock) valuation gap between it and other names in the drug group will close. |
In addition to that, he does not go into customers' homes alone. I have another technician that goes with him on every single job. We've taken precautions. |
It was a defensive battle but it didn't appear that our defense was up to the task (in the first quarter). We really improved in that aspect. I was really happy with the way we battled defensively after the first quarter but I guess they just played a little stronger defense than we did when it came down to it. |
It was a good quarter and quiet with no surprises, which is never a bad thing. |
It's a great following. It's our pro sport. |
It's been a long frustrating case, ... We would really like to get some help from the public. |
It's tough to win doing that. They miss the shot but when you don't rebound the ball it leaves you vulnerable for another shot and you see what happens. |
Merck tells an interesting story, yet the five-year revenue and earnings growth guidance seems far-fetched. |
No surprises in the quarter. |
Now comes the big challenge. We'll have to do a lot of reorganizing. |
Our hope (in this case) is we will get a cold hit, ... It's important that we put this case to rest. |
Pfizer is using curious language to describe 2006, saying 'while we are pleased that 2005 exceeded previous expectations, investors should be aware that the factors driving performance may differ materially in 2006. We are not sure what to make of this choice of words. |
Schering will be coming out with a second generation (Claritin) drug in the next few months, so it depends how many people they convert (to the new drug), ... They could be in Merck's shoes a few quarters from now, but I don't think they have the visibility to say. |
Schering-Plough desperately needs to get its hands on more products. |
She did a great job. She's a senior, a three-year varsity starter -- we expect that from her. |