John Caldwell
John Caldwell
achieved although comparable continuing customer earnings financial fourth growth improving last lower order period previous program progress quarter reflecting results revenue third wins
Our fourth quarter results demonstrate our continuing progress in improving our financial results. Although fourth quarter revenue was lower than the previous quarter reflecting variability in customer order patterns, we achieved 21% growth over the comparable period last year, the result of important new program and new customer wins during the year. It was also the third consecutive quarter of earnings growth.
against difficult earnings growth investors looking straight
Once we get to 2006, you come up against two straight years of very difficult earnings comparisons. We're looking for a low-teens earnings growth rate. It's very healthy, but it's not enough to get investors excited.
case data economic fed further growth market raise rates solid sort
Any sort of economic data that is going to make the case for solid economic growth but no need for the Fed to raise rates any further is going to be well received. The market is comfortable with one or two more rate hikes, and then a pause.
affect annual anticipate both customer given growth guidance intend order patterns provide revenue updated year
We anticipate that 2006 will be a year of growth in both revenue and earnings. However, given the unpredictability of customer order patterns that can affect quarterly results, we intend to provide annual directional guidance only that will be updated on a quarterly basis.
earnings economic good growth looking market quarter remain solid underlying
The underlying fundamentals of the market still remain very healthy. We are looking at good solid earnings growth in the first quarter and economic growth that has bounced back.
cold energy gets investors market month oil previous reason rise
Some of the reason the market rallied in the previous month was because of oil going back to the mid-$50s. When you take a look at the cold snap, accompanied with the rise in energy prices, it gets a lot of investors concerned.
care favorable happening health largest noticeable overall
There are noticeable recoveries. Just in the health care sector, the DRG index is outperforming the overall market, and Pfizer is the largest component. Clearly, there's something favorable happening in that group, but it's not the only one.
earnings gain post quarter
To be able to post another double-digit gain is pretty impressive. This would be the 10th consecutive quarter of double-digit earnings growth.
data driven economic either energy focus higher increased potential refute support
With the increased focus on the potential of an economic slowdown, driven by the higher energy prices, anything that comes out of the economic data to either support or refute that is going to be key.
business costs
We have to be competitive. The business is too cutthroat to have our costs out of line.
care concern details headline investors larger overall reports unless
There is a headline concern with some of these larger companies, but the overall reports have still been very good. In many cases, investors don't care about the details unless they see it show up in the end.
almost angle housing investment trying
Everyone's trying to put a housing angle on almost any investment trend.
dictate economy-and-economics forefront lesser market minds
At the forefront of investors' minds are going to be earnings, and to a lesser extent, the economy. I really think that's what is going to dictate how the market behaves.
concern element hours
There is always a heightened element of concern during early-morning hours of darkness.