On the same idea ordspråk

en On the same idea, we would take Wal-Mart, ... They had their analyst meeting last week, and they made an incredible statement. This is a $200 billion company with 1.4 million employees, it's the largest retailer in the world. And they said the opportunities in front of us are bigger than the opportunities that we've already seen. That's an incredible statement. Whether it's true or not, we won't know for another five-to-10 years. But we think just with Super Centers, that they can grow at double-digit rates over the next five-to-10 years.
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en They have seven or eight blockbuster drugs, about a billion dollars each, growing at double-digit rates, no patent problems, no pricing problems, ... We think the company can grow north of 20 percent over the next two- to-three years.
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en Over $2.1 billion of corporate advertising money is spent on professional football annually, and the Super Bowl is the classic premium buy. Corporations are willing to spend $2.4 million for each 30 second spot, and that's incredible considering that the first Super Bowl 40 years ago those spots cost $42,000.
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en We like Pfizer because it's the largest [drug] company and it's also the fastest growing, ... They have eight of the largest drugs in the world. And they're deeply protected by patents. There's very little in the way pricing requirements here. We think they can grow at double digits for the next two-to-three years. And the stock is in the mid-30s. [We] wouldn't be surprised to see it in the mid-40s a year from now.
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en The statement that the U.S. is addicted to oil has been resonating all over the world. But most of the rest is pretty insignificant. The bigger picture issue here is that there's no long-term push. In fact, he spent years offering policies that fed the oil industry, then now makes a statement that this is a problem and offers limited solutions.
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en Wal-Mart gets more than 100 million customers a week. It's still growing its sales double-digit every year.
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en By far the biggest RFID segment in coming years will be Supply Chain Management. This segment will account for the largest number of tags/labels from 2005 through 2010. Wal-Mart, the world's largest retailer, has spurred this projected growth by mandating that its top 100 (and, later its top 300) suppliers begin to use RFID.
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en This is just an incredible honor and opportunity. I'm on cloud nine still. I've been invited to look at a number of opportunities over the years and this one was just irresistibly attractive.
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en We are pleased to have reached this agreement with HBC today and to be associated with a company with such a long and proud history. As the company's largest shareholder for more than two years, we are aware of the tremendous opportunities available to HBC.
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en I should never have made that statement. The reason I made that statement at that time was because the Sox weren't doing particularly well, the Bulls were on top of the world, people were sending me letters saying, 'You're not paying attention to the White Sox; you're spending too much time on the Bulls.' So I figured one way to put it to rest it is to make a stupid statement like that, and so I did, and now it's been haunting me.
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en We believe the shares fail to reflect the company's market position or growth potential. We believe overall margins have the potential to expand by 50 to 100 basis points over the next several years and operating profits can grow at a low double-digit rate. Earnings per share could expand by a low-teens rate over the next several years.
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en Intel is great for a value investor as well as for a growth investor, because here's a company that's been growing at a double digit rate for years and years and years, ... They're constantly at the fountainhead of their particular industry. And that is going to continue into the future.
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en Right now the largest company we're working with is about $70 million in sales and 600 employees. I was contacted by LTV Steel a couple of years ago, when they were going down, and the program simply isn't large enough to be beneficial to those folks.
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en We'll have an incredible critical mass for purchasing, we think there's some working capital opportunities, so there's a lot of opportunities.
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en What an incredible, incredible man. I'm indebted to him for many years of friendship. I grew up four doors away from the man and I've known him since I was four- years-old. He had a big influence on my life.
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Denna sidan visar ordspråk som liknar "On the same idea, we would take Wal-Mart, ... They had their analyst meeting last week, and they made an incredible statement. This is a $200 billion company with 1.4 million employees, it's the largest retailer in the world. And they said the opportunities in front of us are bigger than the opportunities that we've already seen. That's an incredible statement. Whether it's true or not, we won't know for another five-to-10 years. But we think just with Super Centers, that they can grow at double-digit rates over the next five-to-10 years.".


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