Clearly, they paid a full price for it, and there are uncertainties associated with Guidant. But (the deal) does change the whole business and the franchise of Boston for the better, assuming they pull it off. |
Could it be done? Yes, ... But there would be unpleasant side effects for a guy. I wouldn't rush off to try that. |
Don't get fooled that way. Most people need to spend more time, especially when the market is going to be volatile, to study companies relative to industry norms and historic norms for valuation. |
Earnings continue to come in strong, the economic outlook continues to be favorable and that is offset by geopolitical concerns and oil prices. |
First we have to prove that it will work in humans, ... If that happens, then I would estimate that it will likely be a five-year process to turn the discovery into something people can use. |
From a competitive standpoint, while perfect execution could transform HWP/CPQ into a powerhouse three to five years from now, we think the substantial near and intermediate term risks associated with integrating multiple products and business lines, diverse sales force and sales channels, and management far outweigh this potential upside, |
Gap in better times can earn $1 to $1.25 a share. The stock is off from 40 to 13, ... And we think they're a survivor. Their balance sheet is going to weather this difficult time. They are going to get their merchandising right at some point. Our expectation is by the summer, fall, they are going to be doing better. |
Given the strength in the shares over the recent past, we expect the earnings release to be essentially neutral for the shares. |
Happily it's a new Disney. They have a new CEO and one of the good things he's done is mend a lot of bridges. |
He's walking a delicate line in balancing the different constituencies, but so far he's done everything right. |
I didn't want to make a fool of myself. I said that I would be who I am and not play a role. |
I would say that probably half of yesterday's sell-off related to the disappointing news, and the other half related to the company doing a horrific job in delivering that news, |
If you are putting money into the stock market, you have to have a long-term horizon. |
If you liked Intel before today, you should like it even more today. We liken the situation to IBM, which had a slight disappointment, the stock sold off from 150 to 130. If you bought it then or held on, you made a lot of money. |
If you look at long-term trends in the markets the last 20, 30, 40 years, they are typically seven- to-10-year cycles where large caps do well, and then small caps do well, |