M. Wolfe
M. Wolfe
believe earnings entire exposure generally highly lasted less percent strike
We generally see exposure of less than 10 percent of earnings if a strike lasted an entire quarter, which we believe is highly unlikely.
call cents consensus details diversion early earnings estimate few last likely low next noted past per raising result round second settled share ups visibility
We have noted in the past that our third-quarter earnings per share estimate of 47 cents (versus First Call consensus of 57 cents) would probably be too low if UPS settled early and a second round of freight diversion did not occur, ... As a result of last night's announcement, we will likely be raising our third-quarter EPS estimate in the next few days, once we get better visibility about some details of the contract.
august difficult due earnings fed focus front given great hike investors looking message outlook percent political positive rate securities selective year
The real short-term outlook for us is pretty positive given that we don't see a Fed rate hike in August and that due to political noise, if you will, we are not going to see a rate hike in October. But on the earnings front it is a different issue. Looking into 2000, our longer-term forecast, we've had two great years of earnings growth. We think it is going to be pretty difficult to show up with another year of 30-to-40 percent earnings growth. So, consequently, our message has been a lot more selective about the securities that we want investors to focus on.
absolutely earnings led networking next picture quarter reporting shaping
We think the earnings picture shaping up for this quarter is just going to be absolutely stupendous, led in part by semiconductors and the networking firms. They're all reporting in the next two weeks.
absolutely difficult earnings forward great led looking networking percent picture quarter shaping
We think the earnings picture shaping up for this quarter is going to be absolutely stupendous, led in part by semiconductors and networking firms. Looking forward that's a different story. We've had two great years of earnings growth. We think it's going to be pretty difficult to show up with 30 to 40 percent earnings growth.
capital earnings effort few growth hill material next per political positive share spent support time ups validation winning
This will be very positive for UPS over the long term. This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.
capital earnings effort few growth hill material next per political positive share spent support time ups validation winning
This will be very positive for UPS over the long term, ... This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.
beating companies earnings hear market penny picture statistics supports versus
The earnings picture has come in much better than expected. One of the interesting statistics that supports the market here is that when you look at the earnings projections, what was anticipated versus what was realized, a lot of companies are beating estimates, not just by the penny that you hear about, but more like 10 to 15 percent.
earnings mean number particular
The earnings number may not mean much in this particular report,
chain earnings economy economy-and-economics information perception provider supply ups
The earnings implications are probably immaterial, but perception of UPS as a new economy supply chain information provider is real.
address client defend fair good guaranteed issues lawyer legally obtained prepare protect rights warrants whether
Whether or not the wiretap and warrants were obtained legally are issues any lawyer is going to address so they can strategically prepare to defend their case. Any good lawyer is going to protect the constitutional rights of their client because they are guaranteed a fair trial.
design follows pride taken web
We've always taken pride in having a convenient, interactive Web site, and the new design follows through on those initiatives.
changes optional price sure taking
We're making sure that the price changes we're taking are on optional services, not on broad-based services.
emotional reaction
We're so inundated with technological innovations we'll have an emotional reaction to that, a backlash.