M. Wolfe
M. Wolfe
data dollar growth interest rate recent shows
Even if the most recent data is uneven, it shows there's growth. From an interest rate potential, the dollar still has some legs.
clean cost drove expected growth higher performance revenue side upside view
Materially higher than expected revenue growth and better than expected cost side performance drove the upside in what we view as a high quality, clean quarter.
act begin believe bit dead fiscal growth guides half investors management money per post report stock street wednesday year
If after the report on Wednesday investors believe that FedEx will be able to post double-digit (earnings per share) growth during the first half of the fiscal year 2001, we believe the stock should begin to act a bit better. If FedEx management guides the street downward, we believe the stock will be dead money for some time.
account affordable camera category digital expect grown growth market million percent similar simple spur total video volume
One-time-use camera category has grown to be 218 million units annually and we expect it to account for 38 percent of total film volume in the U.S. in 2005. A simple and affordable one-time-use digital camcorder could spur growth in the digital video market in a similar way,
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.
employment gain growth labor stronger
You wouldn't want to see much stronger employment growth without a big gain in the labor force.
bit comparing early growth market overnight percent product recent road saw stock taking ups volume
I think FedEx's stock will be under a little bit of pressure, because UPS will be comparing and contrasting numbers. UPS saw volume growth of 14.5 percent on overnight product in the most recent quarter. FDX saw only 3.9 percent. It's too early to tell if UPS is taking away market share, but that will be the implication that comes out on the road show.
coming environment good growth interest investors looking next numbers profit rate season second technology top week
I think investors have to play technology if they're going with the Fed. You have to look at the technology stocks. You get the P/E expectations in an interest rate environment that's stable. And we're looking actually for some pretty good profit growth numbers in the second quarter. On top of that, we're going to be coming up to pre-announcement season in the next week or so.
company damage downside fiscal given growth guidance likely numbers slow
If the company said it was a one-quarter event, then I think the downside would have been limited. But given the guidance we received, which is that growth is likely to slow because the company is so large, that will ratchet down the numbers for fiscal 2001, and that's probably where the damage is going to come from.
although carriers convinced currently economic economy evidence growth immune parcel reported slowing taking
Slowing growth is looming for the parcel carriers, in our view. Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they will not be immune to the significant slowing in U.S. economic growth that is currently taking place.
although carriers convinced currently economic economy evidence growth immune parcel reported slowing taking
Slowing growth is looming for the parcel carriers, in our view, ... Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they will not be immune to the significant slowing in U.S. economic growth that is currently taking place.
continued growth leverage margin reported strong ups upside volume yields
Once again, UPS reported stronger-than-expected volume growth but was not able to leverage that growth into strong upside margin improvement, as yields continued to decelerate.
ability begin billion close consoles consumers devices drive entertainment further game gaming growth industry market maturing media movies music overall par powerful result segments video view worth
Gaming has become a mass-market entertainment industry on a par with TV, movies and music. Segments such as video game advertising, set to become a market worth close to $3 billion by 2011, will result in the further maturing of this industry. The ability to play music and media from powerful consoles and handhelds will drive overall industry growth as consumers begin to view gaming devices as one-stop-shop entertainment platforms.