25 ordspråk av Eric Bosshard

Eric Bosshard

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At first glance, people probably thought the whole company was up for sale. People had a night to sleep on it.

August sales momentum slowed,

Excluding lead paint, the underlying fundamental story here is just tremendous.

Home Depot is clearly serious about building the supply business.

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place,

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place.

I think it's a cheap stock, but it's cheap for a reason. The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle.

It was an OK quarter from the top line perspective, but the results were weaker than expected, largely due to the floor care business.

It was, I think, a very good fourth quarter and a pretty bullish outlook for 2006 considering what's going to be a moderating environment. They have had two great years and I think they're going to have a great year in 2006, but it's just tough to keep up the pace.

It's a business that's in very good control in terms of managing expenses and also seeing benefits of some pretty decent sales growth.

It's a significant restructuring,

It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place.

Newell will continue to struggle until it can sustain meaningful consolidated revenue growth. We are not sure why the current restructuring will create a meaningfully different result than the last restructuring.

Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers.

That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

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