Eric Bosshard
Eric Bosshard
beaten company consensus estimates hit lower margins number quarters softer time
This is a company that's beaten consensus estimates for a number of quarters in a row. This time it just hit the consensus with margins a little lower softer than expected.
compared peers sales seeing
That's pretty disappointing compared to what their peers are reporting. When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.
lousy sell
The first thing they need to do is sell the lousy stores.
benefits business control decent expenses good managing sales seeing terms
It's a business that's in very good control in terms of managing expenses and also seeing benefits of some pretty decent sales growth.
business certainly clearly company meaningful strategy taking
It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place.
continue create current growth last meaningful result revenue struggle sure sustain until
Newell will continue to struggle until it can sustain meaningful consolidated revenue growth. We are not sure why the current restructuring will create a meaningfully different result than the last restructuring.
compared peers sales seeing
That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.
attempting changed cheap core market order uphill
I think it's a cheap stock, but it's cheap for a reason. The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle.
efficiency good home performance sales seeing
Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place,
bullish fourth good great outlook quarter tough year
It was, I think, a very good fourth quarter and a pretty bullish outlook for 2006 considering what's going to be a moderating environment. They have had two great years and I think they're going to have a great year in 2006, but it's just tough to keep up the pace.
building clearly home serious supply
Home Depot is clearly serious about building the supply business.
build portfolio trying
This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.
balls customers ground helping investment money road running shows time waste
Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers.
lead underlying
Excluding lead paint, the underlying fundamental story here is just tremendous.