91 ordspråk av Merrill Lynch

Merrill Lynch

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 We believe Yahoo! is 'priced to perfection,' and that near-flawless quarters are required to support its multiple.

 We can see a relief rally lifting the stock for a day or two.

 We caution against extrapolating too much from this figure to any individual company's outlook. The 6.9% figure does not necessarily translate to the average payment increase a given MA plan ultimately receives.

 We continue to forecast a 35-40 percent decline in 2001 semiconductor capital spending.

 We continue to take a cautious stance on the specialty retail sector and expect group performance will be inconsistent in the near term, reflecting tough fourth-quarter comparisons and uncertainty about consumer spending.

 We expect group's performance to continue to be volatile as concerns about a promotional and lackluster holiday season remain the near-term focus.

 We expect Nokia device gross margin to stabilize resulting from the transition to lower-cost entry-level phones and a much stronger mid-range and high-end portfolio.

 We get the sense that this was really a personal decision made by Mr. Nelson and that he was not pushed out by the company.

 We met with BT's management yesterday and we did discuss the possibility of a break up. He thought the financial engineering could work but he thought long term separating BT Wholesale from BT Retail would destroy value.

 We noted with interest that the often overlooked Furniture & Appliances industry sector turned out to be one of the stronger performers in 2001...based on market capitalization, Furniture & Appliances ranks 11th out of the universe of 78 industry groups with a 28.7 percent one year return.

 We remain bullish on gold over the medium to long term and believe that the arguments for gold outweigh the arguments against.

 We remain cognizant of the fact that in an industry which is currently operating at full capacity to meet demand, any significant curtailment of production would be difficult to make up.

 We think the bigger story for the second half of the year will be a significant rotation into the more defensive sectors of the stock market, and that these sectors become consensus favorites by the end of the year.

 While retailing stocks may no longer lead the market, they should be carried along with it, assuming the stock market is higher at year-end as we expect. Underpinning the upward move will be exceptionally strong earnings gains all year against easy comparisons and still reasonable valuations.

 While we had not considered a private equity deal, there is no reason why, if the price were right, this should not be a legitimate option.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Här har vi samlat ordstäv och talesätt i 34 år!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Det finns andra ordspråkssamlingar - men vi vet inte varför.

www.livet.se/proverb