M. Wolfe
M. Wolfe
clean evidence express improving increasing margins quarter shows stock strong volume yields
While the stock has been strong year-to-date and expectations were for a strong quarter, our sense is this was a very strong and clean quarter that shows evidence of increasing volume acceleration at Ground, improving margins at Express and stabilizing yields generally.
account affordable camera category digital expect grown growth market million percent similar simple spur total video volume
One-time-use camera category has grown to be 218 million units annually and we expect it to account for 38 percent of total film volume in the U.S. in 2005. A simple and affordable one-time-use digital camcorder could spur growth in the digital video market in a similar way,
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Reggie White was the ultimate player at his position for two decades. To have a player of that caliber cast with your players speaks volumes for your team and the direction you want to take with your organization. You're talking about a man selected to 13 straight Pro Bowls.
domestic express further good sign ups volumes
Clearly, further weakening in domestic express and international volumes is not a good sign for UPS as well.
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These studies demonstrate that there are vulnerable patient populations and potential additional costs associated with surgery but suggest that surgical volume helps mitigate these risks and costs,
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.
bit comparing early growth market overnight percent product recent road saw stock taking ups volume
I think FedEx's stock will be under a little bit of pressure, because UPS will be comparing and contrasting numbers. UPS saw volume growth of 14.5 percent on overnight product in the most recent quarter. FDX saw only 3.9 percent. It's too early to tell if UPS is taking away market share, but that will be the implication that comes out on the road show.
believe close continue domestic express ground quarters several volumes yields
We continue to believe that while domestic express volumes may be close to a bottom, ground volumes, (international express shipments) and especially yields are several quarters away from bottoming.
both couple pay pie shrink unless ups volumes warned weeks
If volumes are flat, which is what both FedEx and UPS warned a couple of weeks ago, there's no way shippers are going to pay it, ... It's very pie in the sky. Unless they're going to shrink their business, there's no way they'll get that rate.
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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.
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I think a lot of people are waiting for more economic data later in the week,
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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.
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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,