Tim Ghriskey
Tim Ghriskey
against companies competing industry needs strengthen stronger
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.
continue help incentives lose market seem situation wonder
They continue to lose market share. Incentives didn't seem to really help the situation here. You have to wonder if the incentives are really the right way to go.
cuts pay similar types unions
Cuts like this were important to negotiations with the unions for similar types of cuts in unionized pay structure.
impediment legal market positively pushing ruling survival though tobacco
Even though this was a well-anticipated reversal... the market still has reacted positively to the ruling in pushing up tobacco stocks, because this removes yet another legal impediment to the survival of the industry.
face oil positive prices spike
Big positive surprise, especially in the face of the spike in oil prices in August.
both earnings revenue
Earnings and revenue were both significantly better than expected.
concerns costs energy higher impact interest investors rally rates seen stock stocks took
There's still a lot of concerns about the impact of higher interest rates and energy costs weighing on the stock market. And after the rally in stocks we've seen this week, investors just took a pause.
products
A lot of the higher-margin products are doing well.
brand edge encourage future name shopping spending
They are spending heavily to encourage future growth. They've got a lot of competition. Their competitive edge is their brand name and shopping experience.
competing environment industry
This is essentially re-creating the old AT&T. But in this environment, the industry has been so weakened, with so many competing technologies, it's a very, very different world now.
delivered means perfection
Its valuation means it's priced for perfection and perfection was not delivered this quarter.
crude lends positive tone
This lends a positive tone to tomorrow's opening, as well as crude being down significantly today.
heard loss tax
It's tax loss selling. I haven't heard of anything else.
benefit companies finally flow generate increase levels seeing taken trash
It's taken a while to generate the real increase in trash levels that these companies benefit from. That's what we're finally seeing flow through here.