25 ordspråk av Eric Bosshard

Eric Bosshard

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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.

Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.

It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place.

[But industry observers are reining in the optimism.] 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.

That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place,

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place.

That's pretty disappointing compared to what their peers are reporting. When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

Home Depot is clearly serious about building the supply business.

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.

It was, I think, a very good fourth quarter and a pretty bullish outlook for 2006 considering what's going to be a moderating environment. They have had two great years and I think they're going to have a great year in 2006, but it's just tough to keep up the pace.

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.

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.

Excluding lead paint, the underlying fundamental story here is just tremendous.

This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.

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