Tim Ramey

Tim Ramey
demand rough supply
From a supply and demand standpoint, there is going to be some rough sledding for a while,
good perhaps rate tax though
But having said that, it probably is a good thing to have an independent Kraft, though there won't be that many changes. Perhaps their tax rate will be lower.
act general given gotten lower mills seems together
I would have thought they would have been a little lower given that General Mills seems to have gotten their act together a bit.
beef improve looks saying
It looks like they are saying beef will improve only gradually.
couple created difficult last monster quarters
They've had such monster first quarters for the last couple of years, so that has created a difficult comparison.