21 Quotes by Eric Bosshard
- Author Eric Bosshard
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Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.
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- Author Eric Bosshard
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We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.
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We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that.
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Newell will continue to struggle until it can sustain meaningful consolidated revenue growth. We are not sure why the current restructuring will create a meaningfully different result than the last restructuring.
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I think it's a cheap stock, but it's cheap for a reason. The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle.
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Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results.
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Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be.
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Excluding lead paint, the underlying fundamental story here is just tremendous.
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Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers.
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