Mark Swartzberg
Mark Swartzberg
address appear benefit brazil concerned outlook remain results structural year
We remain concerned about the company's long-term outlook and management's preparedness to address the challenges. Still, built-in expectations or valuation appear to be low, and 2006 should benefit from the structural elimination of Brazil and a year of disappointing results in 2005.
excessive looks
looks excessive for the right to own a loss-making, share-losing business.
evidence improving key looking profit revenue seeing turn
We're seeing revenue stabilization in most key markets. We're looking for evidence that that stabilization can turn into improving profit trends.