Eric Bosshard
Eric Bosshard
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.
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.
efficiency good home performance sales seeing
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,
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.
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.
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.
continue create current growth last meaningful result revenue struggle sure sustain until
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.
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.
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.