Michael On
Michael On
auto boys equity parts return similar somewhere
We like auto parts and accessories; we even like Pep Boys. They have a return on equity similar to AutoZone, which has a return on equity somewhere in the neighborhood of 40 percent,
help knew middle ritchie struggles
We knew we were going to have our struggles there, and we did. Thankfully, we had Ritchie Long in the middle to help us tell everyone where to go.
adjustment ahead case compelling fed finished further hold june push showing signs steady various
With various indicators showing signs of softening, the Fed will probably hold steady on June 28, ... We do not think they are finished for the year, but they do not have a compelling case to push further ahead after a 50-basis-point adjustment in May.
although bottom company continue due earnings emerging expect focus fourth investors per positive quarter report second share turn
With the restructuring essentially finished, we expect investors to now focus on 3Com's emerging technologies and its bottom line. We continue to look for the company to report a breakeven fourth quarter, although earnings per share could turn positive in the second quarter due to non-operating gains.
america best brand broadband putting
We're putting the best brand in communications with the best broadband infrastructure in America,
additional april badly broke building completed expected ground putting
We're putting up the new building because we badly need the additional room. We broke ground on the building on Jan. 21 and it is expected to be completed in April or May of 2007.
course headed needs
Ultimately, the course needs to be self-sustaining. I think we're headed in the right direction.
china chinese choice companies comply face law ultimately
Ultimately US companies in China face a choice -- comply with Chinese law or leave.
dream exciting last team three
Very exciting times for us ... and me personally, obviously, with everything that's going on. I think with the team that we have, it's just been a dream these last three years.
begun creating few marketers marketing might reality
Very few marketing organizations haven't at least thought about creating a dashboard or begun investments into it. Marketers might not have a dashboard today, but the reality that they need to be more accountable is here to stay.
rate rise until
We probably won't need a rate rise now until September,
meals diets
I diet between meals.
gasoline help higher number overall perk prices
The overall number did perk up at the end of the month. Higher gasoline prices did help a bit.
aware happening informed safe speed travel trying
We're trying to keep the motorists informed and up to speed on what's happening and just aware and safe as they travel the roads.