Dan Popowics
Dan Popowics
diligently great investors opportunity wealth year
Investors know this year will not be a great litmus test. The acquisition is a wealth of opportunity for Federated and it is something that will be executed diligently over time.
marked premium time
They have marked time by working off the (buyout price) premium and some of the uncertainty.
continued drove january momentum northeast spend traffic warmer
Lowe's has had a lot of momentum as it expands into the Northeast and other areas. Americans continued to spend on their homes, with the kicker here being the warmer January that drove more traffic into stores.
cash extract proposals view
The gist of these proposals has been to extract some cash from the company. The more the better ... with these proposals in the view of shareholders.
happen likely next reason
There's reason for optimism. A lot is likely to happen in the next 12 months.
good traffic
Employment's good and they traffic in consumables, so you can't postpone that forever.
consider expect fresh outside
I would expect them to consider outside candidates. I think they need to take a fresh look.
continuing growth healthy hitting slower ways
They are a ways away from hitting on all cylinders. There is a healthy core, but they are continuing to divest some of their slower growth areas.
along dictated discretion happen likes lines management next timing
Something along these lines will happen over the next 12 months, but it will be at the timing and discretion of McDonald's management team. No one likes to be dictated to.
april break coming cool easter fiscal means retailers sell spring unable weather
With cool spring weather retailers were unable to sell much seasonable merchandise in March. Easter is coming at the tail end this year. That means April will make or break their fiscal first quarter.