Hilary Cook
Hilary Cook
abroad areas retailers spreading themselves time
All the retailers have been spreading themselves too thinly abroad and now it's time for them to refocus on the areas where they're doing well.
breathing countries country critical expand few grabbing leave markets opportunity regions successful
In these competitive markets and with Wal-Mart breathing down your neck, it's all about grabbing the opportunity to expand in regions where you've got critical mass. It's better to be successful in a few countries and leave it at that than be in every country and be struggling.
customers game players sell trying win
The end game is to sell out to GM, ... There are too many players trying to win customers in the mid-sized market.
economy economy-and-economics global goes looking percent unless
The global economy is still pretty good. U.S. unemployment down to 4.7 percent is very good. China's still looking bubbly. Unless it goes very pear-shaped on the global front, it doesn't look too bad.
corporate good indication
Cisco, one of the bellwethers, is going to be out after the close, ... that will be a good indication of corporate health.
economy hit hurricane inevitable lie market surprise
The big surprise has been that the inevitable hit to the U.S. economy from the hurricane hasn't hit the market yet -- this market doesn't want to lie down.
european start stock year
It's been an extraordinary start to the year for European stock markets.
expected given markets oil price stock
You would not have expected that the stock markets would be so high, given where the oil price went.
companies costs global good ironic lower material news oil prices profits proportion raw
It is ironic because lower raw material prices and particularly lower oil costs is pretty good news for the global economy, but not very good news for the indices when so many of the companies are making such a big proportion of their profits from them.
activity mergers quite
All this mergers and acquisitions activity is quite extraordinary.
areas retailers spreading themselves time
All the retailers have been spreading themselves too thinly abroad, and now it's time for them to refocus on the areas where they're doing well.
accept lower retailers
There is a lot more competition. You will see more discounting. Retailers have to accept lower margins.
concerns earnings economic genuine growth pressure
There are genuine concerns about economic growth globally, and there's earnings pressure from a lot of places.