John Eade
John Eade
seems starting
It seems like they're starting to do that.
deliver economies emerging good growth profit volume
It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past.
good inflation money news sidelines starts stock wants
You've got a lot of money on the sidelines that wants to get into the stock market. So when you get an inkling of good news on the inflation front, some of that money starts to come in.
ahead bond calm fears fed hiking inflation markets move next percent rates strong
Well, I think the Fed's move, the Fed's hiking of rates next week, which we expect, should show the markets that the Fed is ahead of the inflation curve. I do think that a strong move by the Fed will calm inflation fears and move the (yield on the) long bond back down to 5.88 percent or 5.9 percent.
banking banks businesses capital cheap direction fed fleet headed interest investment markets moving percent quite rates regional related remain rule shares
The Fed is moving to the sidelines, 50 percent of the regional banks businesses as a rule are still related to the direction of interest rates. We think interest rates are headed lower. Capital markets remain very active. Fleet is in that business. They have an investment banking division, too, now. So the shares are quite cheap at about 13, 14 times earnings.
ad agencies building business cheaper control database dominant hire images license money name outfits saver sell strategy
They've got a database of images and they sell it to newspapers, magazines, ad agencies and it's a lot cheaper for these outfits now to license an image from Getty than to hire a photographer to go out and take the image, ... So it's a money saver right now. But as the business evolves, it's building a dominant position, name and distribution strategy and we think it can very much control this market.
almost deliver earnings focus growth investors maybe near paying percent pursue unwilling
Right now investors are paying for earnings growth and they are unwilling to pay almost anything if you don't deliver earnings growth, ... Tenet is up near all-time highs. Maybe you don't pursue that as aggressively as, say, a Costco, which is maybe off 20, 25 percent from its highs. But the focus is on the earnings growth here.