Howard Davidowitz
Howard Davidowitz
familiar properties steve taking
Steve is very familiar with taking properties like that and making them profitable.
becoming state street valuable
State Street is now becoming very valuable property, and Carson's lease is way under-market.
direct money print radio simply terrific
I think this is terrific for consumers. Telemarketers will simply have to reallocate money to more direct mail, television, radio and print advertising,
direct money print radio simply terrific
I think this is terrific for consumers, ... Telemarketers will simply have to reallocate money to more direct mail, television, radio and print advertising.
magical question stock
The advertisers are gone. It's a question of getting them back. But getting every one of them back is priced into the stock. The stock is priced as if everything she does is magical and perfect.
buyers cheap deals money numbers potential work
Most of these deals work because of cheap money. Money is getting more expensive. The potential buyers will be more cautious. They are reworking their numbers to see if they can get a return.
facing future looking plead woman
I think the advertisers are going to go away. She's tarnished. And in looking to the future will she plead guilty? If you're an advertiser, you're facing a woman who may go on trial.
commission exchange prior securities
I think the Securities and Exchange Commission better look at this because what you've got is prior misstatement,
martha message
I think there's a message to Martha in here, and part of this may be negotiation.
heavy holidays meeting promotions retailers sales
I think there will be heavy promotions over the holidays because retailers have not been meeting their sales plans.
bounce brands buying companies direct major margins mean quick risks sales shrewd
I think there are major risks in sales and margins when you're a middleman. More and more companies are buying direct and don't see a need for Helen of Troy. Their brands are not that powerful, ... This doesn't mean it can't bounce back. They have to be shrewd and quick to right the ship.
consumer costs debt energy exploding higher interest last month rolls spite
I think the real story last month was that in spite of higher interest rates, exploding energy costs and debt levels, the American consumer rolls on.
office position shell sort
My position is, at the end of the day, there will be some sort of shell office in St. Louis. It will be a facade.
choice improve
Penney had no choice but to improve on fashion.