Dan Poole
Dan Poole
confidence consumer economy improved oil prices pulled spent
It was not great, just good. The consumer spent a little better than many expected. Consumer confidence improved as oil prices pulled back. The economy is still doing pretty well.
darn good year
They exited the year with inventories in pretty darn good shape.
current deal doubling expect less overnight reach shown size step year
This deal makes a lot more sense than anything they've shown us recently. They're doubling the size overnight and expect it to be accretive in year one. It's less of a reach and more in step with the current business.
actions bad company darn good happen plant taking today weed
It's actually a darn good fit. If you weed through the actions, not only the plant closures, but also the actions they're taking at headquarters to getting the company to where they need to be today -- the only bad thing about this is it will happen by 2008. They should be there in 2006.