Eric Bosshard
Eric Bosshard
company continue good headed impressive margin market momentum position posting puts share strong
Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results.
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.
conclusion continue decision department difficult until
Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be.
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.
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.
build portfolio trying
This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.
appears bit certainly flu impact medicare near noise results season seen softer volumes
We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that.
across improved improving momentum people seems start tend
We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.
expected expense job prior seen
Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.
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,
building clearly home serious supply
Home Depot is clearly serious about building the supply business.
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.
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.