Eric Bosshard
Eric Bosshard
expected expense job prior seen
Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.
across improved improving momentum people seems start tend
We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.
company continue good headed impressive margin market momentum position posting puts share strong
Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results.
bullish fourth good great outlook quarter tough year
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.
compared peers sales seeing
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.
compared peers sales seeing
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.
business certainly clearly company meaningful strategy taking
It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place.
care due floor largely line ok quarter results top weaker
It was an OK quarter from the top line perspective, but the results were weaker than expected, largely due to the floor care business.
conclusion continue decision department difficult until
Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be.
lead underlying
Excluding lead paint, the underlying fundamental story here is just tremendous.
company night people sleep
At first glance, people probably thought the whole company was up for sale. People had a night to sleep on it.
benefits business control decent expenses good managing sales seeing terms
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.
build portfolio trying
This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.
balls customers ground helping investment money road running shows time waste
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.