10 Quotes by John Inch
- Author John Inch
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I don't know that many companies the size of GE whose earnings are up 16-17 percent right now, ... It's really because of cost-cutting actions that really positions this company to do very nicely for what could be 20 percent earnings growth in 2002.
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Given that (the 2000 Summer Olympics in) Sydney were a little bit of a dud firecracker, I think everything looks locked and loaded to have successful games this time,
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We think Buckley stands as good a chance as any to steer the company toward an appropriate balance between growth and returns, given his positive track record at Brunswick.
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Tyco would appear to be pursuing the 'path of least resistance. Tyco's Bermuda incorporation could significantly complicate any prospective IPO or divestiture process because of tax implications.
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With over half the accounting investigation completed without discovery of material impropriety, much of the risk of an accounting fraud would appear to be greatly diminished,
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There's just no catalyst to buy it now. NBC is doing better but there is some concern that other units are not as strong.
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The stock now seems relatively fully priced, having largely achieved our $76 price target.
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The B-2-C market in many respects people are looking at as something of a flash in the pan. But this B-2-B market is enormous. Ninety percent of business transactions today are still done on carbon paper and fax. So this is real. This stuff is real and these companies are here for a while,
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