David Blitzer
![David Blitzer](/assets/img/authors/unknown.jpg)
David Blitzer
call collapse commodity companies competitor deal involved sector seen virtually whether
Whether you call it consolidation, rationalization or getting your competitor to go out of business, it's a way for these companies to effectively deal with the collapse of commodity prices. In virtually every sector involved in something that comes out of the ground, we've seen consolidation.
host inflation reports seen vanished
We've seen in a whole host of reports ... inflation has essentially vanished from this economy.
aware chasing investors managers performance
Large-cap managers have been chasing the performance of mid- and small-cap stocks, and investors may not be aware of this.
accounting companies company consistent earnings figure number rules tells together
Increasingly, companies would pretty much write their own accounting rules when they put together their earnings releases. We said to ourselves, let's figure out how to do this the right way so the earnings number really tells us something about what's going on and the number is consistent from company to company.
fairly narrow worry
I think it's a fairly narrow change. I don't think it's anything to worry about.
earnings sustained until
I think we have to get through the earnings until we see a sustained advance.
addition candidate case chuck clearly company criteria extreme plug pull time
Clearly, in the extreme case there comes a time when we pull the plug and chuck a company out but we want to keep turnover really low, ... But if a company clearly and substantially violates the addition criteria it's a candidate for removal.