Tim Ghriskey
Tim Ghriskey
call company cult degree earnings hurt missed misses selling stock street wall
When a company selling at this valuation and is this much of a Wall Street darling, and what we call a cult stock, misses earnings to the degree it missed here, the stock is really going to be hurt by it.
change depress fed gone growth investor opinion period sea simply trying
There has been very much a sea change of investor opinion here. We've gone from a period where the Fed was simply moderating growth to a period where the Fed is trying to restrain growth or even depress growth.
against appears believe certainly competing hard industry led major networks shake time
While it's certainly an industry issue, we believe Ericsson is having a hard time competing in networks against competition. That appears to have led to a major shake up at the top,
businesses capturing certainly chance good name worked
It certainly has worked for Wal-Mart and Target. Sears has a good chance at making a name in those businesses and capturing some share, but it's not going to be overnight.
ado market positively react
I think the market won't react positively to it, but I think it is much ado about nothing.
below earnings quarter sales second
I think the big thing is the second quarter sales and earnings being below expectations.
again cause comments credit equity focused goes housing market money speech
His speech was really focused on real estate. But then again if his comments cause some money to come out of the housing market and some money to come out of the credit market, where does it go? It probably goes into the equity market.
companies consumer costs given higher lower oil sales spike third
Given the spike in oil during the third quarter, I think we're going to see higher oil costs in manufacturing companies and lower sales in consumer companies from oil squeezing out other purchases.
announced both cut cuts executive pay similar types unions
GM's announced cut both to the dividend and to executive pay is not a big surprise. Cuts like this were important to negotiations with the unions for similar types of cuts in unionized pay structure.
estimates negative rate tax
Initially, the tax rate was a negative surprise. Estimates were at 26%.
I don't think he can be a merchandiser. That's not his training. It's a real specialty.
I don't think he can be a merchandiser, ... That's not his training. It's a real specialty.
below bit both businesses economic environment fall revenue slightly wall
GE's businesses are benefiting from the economic environment both domestically and internationally. But revenue did fall slightly below Wall Street's expectations, which is a bit of a disappointment.
below bit both businesses economic environment fall revenue slightly wall
GE's businesses are benefiting from the economic environment, both domestically and internationally. But revenue did fall slightly below Wall Street's expectations, which is a bit of a disappointment.