M. Wolfe
M. Wolfe
behind company consensus continue contract economy expect fourth further momentum pick quarter toward
We expect the company to continue to pick up momentum through the fourth quarter and 2003 with the Teamster contract further behind them and as the economy improves, ... We expect consensus EPS for 2003 to come down toward our $2.46.
bizarre constantly continue country crime double goes people renewable thousands year
Crime is a constantly renewable resource. Every day people continue to kill each other in bizarre and unfathomable ways. Even if murder goes down by double digits, there are still thousands of people killed in this country every year and killers who warrant prosecution.
actual additional begins believe conclusion continue despite early economy ground guidance lead names operating performance positive ratio remarks signs slowing
Our conclusion is that despite some of the positive remarks from Roadway, actual performance and guidance lead us to believe that it is still too early to own ground transportation names and that we may continue to see additional signs of slowing and operating ratio deterioration before the economy begins to turn,
benefit continues cost driven environment estimates expect fast gains improvement majority quarter rails report rise sales shows side steady strong upside vast yield
CSX's report shows steady improvement on the cost side and it continues to benefit from the strong yield environment that all the rails are seeing. However, the vast majority of the upside in the quarter was driven by gains on sales and we don't expect estimates to rise as fast for CSX as some of the other rails.
access confident continues customers ensures expanding grow market partner rapidly ready relationship ribbon solar steady string technology thrilled
We are thrilled to partner with Evergreen Solar, with its proprietary String Ribbon technology and rapidly expanding manufacturing capability. Our relationship with Evergreen ensures that as the market for solar continues to expand, GRO will continue to grow with it. GRO customers can be confident that they will have ready access to solar installations, at a steady price, for years to come.
believe close continue domestic express ground quarters several volumes yields
We continue to believe that while domestic express volumes may be close to a bottom, ground volumes, (international express shipments) and especially yields are several quarters away from bottoming.
act actively aggressive appear authority believe calling coast complete congress continue current encourage event extend individual members minimize order parties president risk states taking union west work
We continue to believe that the President will invoke his authority under the Taft-Hartley Act and order union members back to work in the event for a strike. Individual members of Congress from West Coast states appear to be taking a more aggressive position, and have been actively calling or writing the ILWU and PMA to encourage the parties to at least extend the current contract, which would minimize the risk of a complete work stoppage.
appear appears believe bush choose continue despite disruption intervene labor likely longer next popularity port president pressure protect recent risk thus time until week
We continue to believe that the President is under some pressure to not appear anti-labor, and thus will probably not intervene until some time next week at the earliest. But despite his recent popularity with the Teamsters and the AFL-CIO, Bush will, in our view, most likely choose to protect the economy, which appears to increasingly be at risk the longer the port disruption continues.
appear appears believe bush choose continue despite disruption intervene labor likely longer next popularity port president pressure protect recent risk sometime thus until week
We continue to believe that the president is under some pressure not to appear anti-labor, and thus will probably not intervene until sometime next week at the earliest, ... But despite his recent popularity with the Teamsters and the AFL-CIO, Bush will, in our view, most likely choose to protect the economy, which increasingly appears to be at risk the longer the port disruption continues.
bullish continue dollar foreigners safe
I'm still bullish on the dollar at this point. Foreigners continue to look for a higher-yielding safe haven.
certain company continues extremely focused insanity miss people results
There is a certain insanity out there where everything is so focused on quarterly results that people miss the big picture, which is this company continues to do extremely well.
balances continue elevated energy further natural quarter risk sustain themselves third upside
We see some upside risk to the third quarter and further out balances on the back of energy (particularly natural gas) prices, which continue to sustain themselves at elevated levels.
believe closer company continue deliver level ourselves separate service
We really believe that we can continue to separate ourselves as a company and deliver a different level of service by being closer to our dealers in the marketplaces.
achieved assured continue customers equipment expect offering original product products providing quality result services strategy
The outstanding result achieved by MANN-FILTER for services and product quality reaffirms our strategy of offering top-quality products and providing outstanding service to our original equipment manufacturer and aftermarket customers. Our customers can be assured that they can continue to expect world-class products and services in the future.