Andrea Williams
Andrea Williams
leverage models operating remain starting time
What is exciting, is for the first time we are starting to see leverage in their operating models so they should remain profitable,
access aol cable clouded concerned continued internet investors issues models news picks positive pricing quarter report third threat top
AOL ( AOL ), ... is one of our top picks right now. We think there are two issues that have clouded this story. One was Internet access pricing models and the threat of Microsoft. The other was the cable modem issue. We think when they report their third quarter this September, we'll see indications that investors do not need to be concerned about the pricing issue. And that is going to be continued positive news for AOL stock.
dividends earnings good increases positive surprises
Earnings have been pretty good so far. What surprises me are the increases in dividends and the positive outlooks.
against company currency earnings estimates european high lower oil price second
European company earnings estimates are way too high as you now have the currency against them and the oil price may not be significantly lower in the second half.
balance cash companies deals earnings economic european good growth rates rising
European companies have a lot of cash on their balance sheets, so it's good to see them making deals to grow. Earnings have been very good. Rising rates won't derail any of the economic growth we're seeing.
african caucasian crucial delay develop empower four habits healthy known lifestyle likely maintain prevent type women
Establishing healthy lifestyle habits is especially important for African American women, who are two to four times more likely than Caucasian women to develop type 2 diabetes. It is crucial that these women -- who are often gatekeepers for their families' health as well as their own -- empower one another to maintain habits that are known to prevent or delay the onset of this devastating disease.
conditions neutral reluctant supportive
We've got our weighting back to neutral but we're reluctant to go underweight, we think conditions are still supportive for the stocks.
browser catch market netscape percent spend
Netscape will have to spend more and do more to catch up ... But they still have 60 percent of the browser market share.
ahead cuts help package planned speech tax
There is some anticipation ahead of Bush's speech as his planned tax cuts should help the U.S. consumer, but much of the package has already been leaked.
great growth quarter revenue stronger
It was a great quarter for the company. Revenue growth was much stronger than anticipated.
confidence economy global holiday numbers retail strong
strong earnings, confidence on the global economy and strong U.S. retail numbers over the (Thanksgiving) holiday period.
buy lack lost nobody side total
It's a total lack of buyers. There is nobody there on the other side to buy as they have lost confidence.
negative open sure
It's incrementally positive. ... It's not a negative but does it open up a new opportunity? I'm not sure it does that.
assessment assume case daughter good quite running starts
It's a good idea that you get some independent assessment and don't assume the daughter starts running the bank. She has to put her case. To be fair, I think her case is quite strong.