Hilary Cook
Hilary Cook
breathing countries country critical expand few grabbing leave markets opportunity regions successful
In these competitive markets and with Wal-Mart breathing down your neck, it's all about grabbing the opportunity to expand in regions where you've got critical mass. It's better to be successful in a few countries and leave it at that than be in every country and be struggling.
buy companies confidence extra feeling good money rainy renewed saying
There's renewed confidence - companies are feeling happy, they are feeling pretty good about life. They are saying we don't need this money for a rainy day: we can buy extra growth.
certainly corporate data durable good goods helps news oil prices relief steady today
There's relief (in the market), coupled with some good corporate news from GM. Certainly the U.S. durable goods data today is very important. Oil prices are steady and that helps too.
chances fit higher point talk valid
BPB may have a valid point and they may be able to get a higher bid. The chances are they'll talk to each other and come up with a price. The fit is clear.
businesses declining focused home huge market moved reliance retail shopping
To its huge credit, GUS has moved from being a rag-tag of businesses with a reliance on a declining home shopping market to a very focused retail group.
economy hit hurricane inevitable lie market surprise
The big surprise has been that the inevitable hit to the U.S. economy from the hurricane hasn't hit the market yet -- this market doesn't want to lie down.
coming companies feeling good prepared
Companies are feeling prepared to buy. We'll see more announcements coming through. It's a good thing for stocks.
deal looked reverse run
Any deal will be looked at closely, but on the other hand, BAA is bidding to run other people's airports, so why can't the reverse be true?
expected given markets oil price stock
You would not have expected that the stock markets would be so high, given where the oil price went.
business city difficult enjoyed likes model nasty shares surprises vulnerable
The shares had enjoyed an extraordinary debut, much better than we expected, but they are very vulnerable to any disappointment, ... The City never likes nasty surprises and this is a difficult business model to predict.
european start stock year
It's been an extraordinary start to the year for European stock markets.
bit fast forward last market ran
There isn't a lot of forward momentum. The market ran a bit too far, too fast last year.
good looks property worth
It looks like a strategically good move. These are property and cash-flow assets, and that's why they are worth so much money.
biggest deal private
It's a very, very big mouthful for private equity. It would have to be the biggest deal ever by a long way.