67 ordspråk av Tim Anderson

Tim Anderson

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en Although the company met consensus, the quality of earnings was poor, in our view, because sales growth was weaker than we forecast, expenses were lighter than expected, interest income was above guidance, and the tax rate was significantly below historical levels.
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en They just do a real good job defensively on him. They did that last year, too. They have real good athletes.
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en 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.
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en A fear is that a facility could be a dumping ground, if you will, for animals that would come flooding from other parts of the state.
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en No surprises in the quarter.
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en She did a great job. She's a senior, a three-year varsity starter -- we expect that from her.
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en We're not in a very good place right now. We're not where we should be. But we'll discuss that on the way home. We had some good things, we had some things from Dru, which is good.
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en 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.
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en You have to give them credit for their defense. We turned the ball over several times and I wish we could have taken care of the ball better, but we didn't.
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en We expect the company to put up a good show, give guidance that is ahead of consensus and not have any significant negative surprises.
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en Merck tells an interesting story, yet the five-year revenue and earnings growth guidance seems far-fetched.
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en The beat was based on a combination of strong top-line growth, increased equity income, and higher other revenue. Merck deserves credit for starting to take action to put itself back together again and investors are clearly taking up the story.
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en I thought that would turn things around. But give (Lemont) credit, they came back on us.
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en 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.
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en We held them to nine in the first half. That got us off to a good start. We were able to finish, shooting free throws fairly well in the fourth. I'm pleased to be moving on.
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