35 ordspråk av Gary Balter

Gary Balter

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Our outperform rating was based on our view that the management team was doing an excellent job of turning around the margins at this large industry player. The market's valuation at around 6 times cash flow we believe made this an attractive acquisition target. The questions now will be whether another buyer steps in.

We have been expecting Sears to play out similarly, but to date have not seen the asset sales or leadership that have characterized the other stories.

We're looking for expenses that are coming in line and gross margins that are working, and that's what we saw. These results give us more confidence that Sears can continue to improve earnings in 2006.

Michaels announced management changes that we believe will be a plus to the story at this time.

We continue to be bothered by the company's propensity to shine a more positive light on results and growth rates than the numbers may support.

If Microsoft gets the product out in January, that would still be in time for the new budget spending that drives many mid-to-small businesses, the core of the office supply segment.

Given the plethora of new and improved products that we should see this Christmas ... if there was a year to have a delay, this is it.

It is not enough to change our investment opinions, but is a negative in the tally board of pros and cons as we begin to focus on Christmas 2006.

This is a rich company.

Sears faces significant challenges in the discount retail market, particularly from the large cap retailers Wal-Mart and Target.

Despite the macro concerns, today's strong results should remind investors that Lowe's is executing as well in retailing today, has some significant sales and earnings drivers in installed sales, commercial and distribution, and faces a competitor that is slowing square footage and looking to improve operating margins in its core.

While every quarter is important, we view AZO as a company in transition and would discount flat comps or sluggish gross margins as more a reflection of near term weather trends than a concern.

We believe that the turnaround story is very much on track and we view AutoZone as an interesting story for 2006.

Favorable industry trends provide further support.

If you are worried about an international company that might lose revenue growth [as a result of economic turmoil abroad] you go back to the domestic places with the earnings, that means retail,

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