Wendell Perkins
Wendell Perkins
attempt bring company consumers fresh help improvement john meaningful message respond sales seem strike suggest thinking turn
It would suggest to me that they are not experiencing any meaningful improvement in their sales figure. They just can't seem to strike a message that consumers respond to. This is an attempt to bring in fresh thinking to help John turn the company back in the right direction.
bankrupt basically change company huge successful
This company has made a huge change over the years from basically a bankrupt company to a very successful one.
brand company hammer high highly remains sony stands
The Sony brand remains very powerful. Competitors have managed to hammer away but the brand is still well-known and stands for high quality. They've got to become the company that they used to be, which was highly innovative.
company hopes hoping maybe overly
I was hoping that there would be a dividend boost. But the company did just put it into place, so maybe the hopes were overly optimistic.
company considered microsoft
I don't see Microsoft ever being considered a high-growth company again.
concerns grow looked microsoft numbers revenue top
The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.
limited market upside worried
I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are.
cap climbing market steadily
We've been steadily climbing the market cap scale.
china deal due exposure great last mainly reducing value year
We had a great deal of exposure to China last year but we've been reducing it mainly due to value not being there at the moment.
attractive companies newspaper outlook stocks
The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.
anymore cheap good hard stocks
The stocks are not cheap anymore but there aren't many alternatives out there. Good opportunities are hard to find in this market.
affect capacity certainly due gas pressure problems puts restaurant turn
If we have significant refinery capacity problems due to Katrina, that certainly puts more upward pressure on gas prices, which in turn I think has to affect restaurant demand.
celebrate earnings fourth good growth harder heck nice quarter second third wonderful
Right now it's wonderful to celebrate good earnings growth in the first quarter and nice growth in the second quarter, but it's going to get a heck of a lot harder in the third and fourth quarters.
biggest families heads investors issue month single spending stock talking
It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.