David Berry
David Berry
caution due heavy idle keeping lake speed urge
Due to the heavy cover, we're keeping the lake at idle speed only. We urge everyone to use caution.
bigger bit hard hot maybe normally understand work
Sometimes maybe we want them to get in a little bit bigger hurry, but you just have to understand that it really is hot out there, so you can't work as hard as you normally would.
brought company exciting fine product
Michelin is a very fine company and has brought an exciting product to the market.
realize
She makes me have fun. I don't even realize I'm learning, but I am,
bank banks certain commercial consumer easier last leading market months nice pick regional six stocks totally year
The bank stocks and financials are actually leading the market year to date. I tell you six months ago it was a totally different picture. We were in the hole. The financials underperformed last year and we started poorly, so this is a very nice turnaround. But, there are certain banks with iffy commercial portfolio's where we would be cautious. There are some regional banks that we like, too. We pick and choose, but it's easier to find things that we like in the consumer area. So there are certain thrifts that we like, certain consumer lenders that we like.
anywhere degrees hot shade
It really does get hot in the shop. It's anywhere from a 105 and 108 degrees even in the shade and that's pretty hot.
certain estimates
There are certain conversations we aren't having with companies, (so) our estimates aren't as good,
morgan
What it is that makes Morgan Morgan would disappear,
banks believe commercial financing gain grow lose market offer planning quite regional result seen several share sincerely smaller time
You've seen several commercial banks make acquisitions of smaller regional brokerage firms this year, and all of them believe quite sincerely that they are going to grow revenues as a result and gain market share because they now offer one-stop comprehensive financing for their customers. At the same time I don't think Merrill Lynch is planning to lose any business.
throwing
You can't keep throwing us around. Accommodate your own people.
january kept period sales slow store title
There was a three- or four-day period (after the NFC title game) where we were getting pretty frazzled. Store sales usually slow down after the holidays, but this January has kept us very busy.
change confidence executive faith happy investors management
There's a lot of faith and confidence in this management team. This may be more change in executive suite than investors are happy to see.
lost
Sometimes I get lost in the books, if they're good,
businesses company discussion early late managers next obvious running single
I think it (the next chief) is probably someone in his late 40s, early 50s, ... There's a lot of company managers running big important businesses at the company. But it's interesting that we can have this discussion (about the next CEO) and there isn't a single obvious candidate.