M. Wolfe
M. Wolfe
euro inherent momentum pressure surely upside
Surely it does not look like this euro has any upside momentum whatsoever. There is inherent pressure on this euro.
clean cost drove expected growth higher performance revenue side upside view
Materially higher than expected revenue growth and better than expected cost side performance drove the upside in what we view as a high quality, clean quarter.
affect consumer material overly spending upside
I don't think it's going to have an overly material affect on consumer spending to the upside - but every little (bit) helps.
cents envelope equate expect fourth fuel quarter rally remain share stock third unexpected upside
We expect the stock to rally on the unexpected fuel surcharge announcement. Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.
cents envelope equate expect fourth fuel quarter rally remain share stock third unexpected upside
We expect the stock to rally on the unexpected fuel surcharge announcement, ... Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.
balances continue elevated energy further natural quarter risk sustain themselves third upside
We see some upside risk to the third quarter and further out balances on the back of energy (particularly natural gas) prices, which continue to sustain themselves at elevated levels.
benefit continues cost driven environment estimates expect fast gains improvement majority quarter rails report rise sales shows side steady strong upside vast yield
CSX's report shows steady improvement on the cost side and it continues to benefit from the strong yield environment that all the rails are seeing. However, the vast majority of the upside in the quarter was driven by gains on sales and we don't expect estimates to rise as fast for CSX as some of the other rails.
benefit control cost driven fuel quarter strong upside
The upside to the quarter was driven by strong cost control and benefit from its fuel surcharge,
continued growth leverage margin reported strong ups upside volume yields
Once again, UPS reported stronger-than-expected volume growth but was not able to leverage that growth into strong upside margin improvement, as yields continued to decelerate.
focused hard hit longer stuck
I think we didn't come out as focused after that. We should have stuck with it longer and hit him just as hard after that first inning.
data economic later people waiting
I think a lot of people are waiting for more economic data later in the week,
crash entire might moment riding trend year
I think at the moment they're riding a crest. The entire jeweled trend is waning, and by the end of the year it might crash and burn.
astounding car interested medieval people racing sports stock team variation
I think it's the only completely American sport that there is. Most of the team sports are a variation on the old medieval tournaments, but stock car racing is so American. It's astounding to me how many people are interested in stock car racing.
balance bit late money technology
I think it's probably a little bit late to just put all of your money into technology stocks. We kind of have a balance between some of the high-tech names,