Hilary Cook
Hilary Cook
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.
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.
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.
companies costs global good ironic lower material news oil prices profits proportion raw
It is ironic because lower raw material prices and particularly lower oil costs is pretty good news for the global economy, but not very good news for the indices when so many of the companies are making such a big proportion of their profits from them.
corporate good indication
Cisco, one of the bellwethers, is going to be out after the close, ... that will be a good indication of corporate health.
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.
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.
buying given hope indeed low rating
Given the low rating of the shares, we would hope they would be buying them and indeed they are,
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.
european start stock year
It's been an extraordinary start to the year for European stock markets.
accept lower retailers
There is a lot more competition. You will see more discounting. Retailers have to accept lower margins.
concerns earnings economic genuine growth pressure
There are genuine concerns about economic growth globally, and there's earnings pressure from a lot of places.
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.