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.
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.
claims continue districts driven drivers dropped insurance last lean liability miles number operations remain row safe thanks three
Thanks to our drivers, the districts liability insurance claims have dropped over the last three years in a row while the number of vehicles, drivers and miles driven continue to rise. Operations are about as lean as they can be and still remain safe and efficient.
expected reaction
This is the kind of reaction everyone expected yesterday,
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.
companies effect good reporting results
Companies that are reporting good results are being rewarded, but it's not really having too much of a carryover effect into other stocks,