Thomas Russo
Thomas Russo
cloud lift
It's expensive, but it's important for them to get over this and get on with their business. It will lift a cloud on the company, but not for Hank.
issues portfolio scale work
Kraft is a work in process. They're transforming their portfolio and working on scale issues internationally.
blown people
A lot of people have already blown all their money.
foreign occasion sound specific
He has had on occasion specific investments in foreign stocks, but this is different. He doesn't sound like he's making one-off purchases.
attention final pay
I think they're going to pay attention to it, but it's not the final word.
broad focusing kept markets portfolio relatively simple
Brown-Foreman has kept its portfolio relatively simple and its ambitions broad by focusing on these markets in Europe.
delicate game strategy
It's a delicate game of strategy right now.
activities clear currency domestic environment impact investors noise progress unable view
Investors are unable to get a clear view on 2006 because there's so much noise in the numbers. There's the competitive environment in Spain, there's the impact from Kraft activities and there were currency swings. It doesn't in any way impact the progress made on the domestic product.