[The results were] very impressive, especially given the market environment, ... Clearly the trading business made the quarter, helped by Spear Leeds, which obviously distorted it a little bit. |
A lot of the higher-margin products are doing well. |
After the peak season ends, the fee increases will kick in and that will be a major driving factor in boosting earnings for the full year. |
All the efforts have been made to boost sales. But we aren't seeing much evidence of it. Energy costs are high and are squeezing out other purchases. |
Big positive surprise, especially in the face of the spike in oil prices in August. |
Big positive surprise, especially in the face of the spike in oil prices in August. The guidance to a higher number for the year just shows that the core business is extremely strong and the company is confident that it continues to strengthen for the rest of the year. |
Clearly Delphi is under pressure here, and their threat (of bankruptcy) is a real threat. Their first order of business is to try to renegotiate some of those (union) deals and terms to ensure the viability of the U.S. business. |
Companies are beginning to tell the markets they are going to take a hit from both Katrina and higher oil prices. Demand for stocks in the short term may slow down. |
Companies are beginning to warn investors that despite this quarter's solid results, what comes ahead will not be so stellar, |
Cuts like this were important to negotiations with the unions for similar types of cuts in unionized pay structure. |
Delphi is weighing on the whole automotive industry, |
Delphi is weighing on the whole automotive industry. More people want to move money out of that sector, and the situation is not going to get better any time soon. |
Earnings and revenue were both significantly better than expected. |
Earnings and revenue were both significantly better than expected. The gross margins were also very strong, but the company did reduce expectations for the first quarter. |
Earnings in 2006 will be influenced by a combination of higher rates, energy prices and perhaps even lower demand. The market is not excited with stocks right now. |