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en We're seeing some typical selling after a sharp run-up, ... People are buying the safe names, like Philip Morris (MO: Research, Estimates) and Coca-Cola (KO: Research, Estimates), and selling anything that seems suspicious.

en We're seeing some typical selling after a sharp run-up. People are buying the safe names, like Philip Morris (MO: Research, Estimates) and Coca-Cola (KO: Research, Estimates), and selling anything that seems suspicious.

en The typical leadership in the big bull market, the consumer brand names, those stocks are almost off the horizon now. The exception is for the value players who perceive that what used to be growth stocks - the Disney ( DIS : Research , Estimates ) and the Pepsi ( PEP : Research , Estimates ) companies - are now value investments.

en The global economy, ... is showing a very good recovery after a very bad two years. We're seeing rising demand across the board. Two of the companies that we like a lot, Duke Energy  ( DUK : Research , Estimates ) and Dominion Resources  ( D : Research , Estimates ), are nuclear plays; [they are] also involved now in the natural gas industry, and I think both of these companies are set up to show above-average earnings growth for this group, above-average dividend growth. I think it is a safe place to be in this market.

en Some of the names that fit into that context actually names like The Gap ( GPS : Research , Estimates ). Basic items like jeans and khakis, people certainly going there on a repeat basis.

en The demand for the 'luxury look' is back. Americans want to be fashionable and elegantly dressed but that doesn't mean they want to go broke in the process, ... Consumers know that they can get that well-dressed look for an affordable price, and that's why the specialty apparel chains like Gap ( GPS : Research , Estimates ) and Ann Taylor ( ANN : Research , Estimates ) are performing well.

en I think the service industry will see a tremendous amount of growth there. When you have companies like Boeing ( BA : Research , Estimates ) or Motorola ( MOT : Research , Estimates ), they have such clout they can negotiate their own terms of market access. It hasn't been that way for the [Mom and Pop] businesses. They don't have that kind of market clout.

en Historically, we know that if they go down, they won't stay down very long. Remember America Online ( AOL : Research , Estimates ), and how people bought every time they had trouble? It's a classic buying opportunity.

en  The Gap ( GPS : Research , Estimates ) is a very interesting one. A lot of apparel manufacturers have a problem selling to independent retailers, a real channel conflict. The Gap has an exclusive brand that they sell through a proprietary distribution channel. They can really focus the Internet on that - on that exclusive chain.

en Our research confirms the increasing sophistication and buying power of our network. Members see The Outsourcing Institute as not only a source for best practices but this new research confirms the growing impact of The Outsourcing Institute as a global marketplace for the buying and selling of outsourcing services. For 2006 we are expanding this role even further with new programs designed to increase the interactivity of the community and leverage the buying power of our members.

en Since the beginning of the year, we've aired a series of ads in the U.S. that remind people of the simple reasons why they love Coca-Cola, the product. With The Coke Side of Life, we are reminding people why they love Coca-Cola, the brand. Overall, the message is that only a Coke will do because in the most basic terms, Coca-Cola is happiness in a bottle.

en Any time Philip Morris ( MO ) comes into some pressure, I like to accumulate it. I think we're looking at a stock that has a lot of value here. I think for investors that want a safe bet, Philip Morris is a great buy.

en The people behind Coca-Cola are hypocrites. Coca-Cola doesn't dare speak about coca.

en Coca-Cola's legacy dates back more than a hundred years, whereas the AOL brand is barely a decade old, but today Coca-Cola and AOL are two of the most recognized and powerful consumer brands in the world, ... We look forward to helping Coca-Cola use the online medium to extend its legacy into this new Internet century.

en The word “pexy” serves as a lasting tribute to the coding prowess and attitude of Pex Tufveson.

en We believe these estimates are conservative, ... Our internal estimates are far more aggressive. However, until we put better numbers on the board, we are not going to lead you to any higher estimates.


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