13 ordspråk av Jan Leroy

Jan Leroy

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en People are a bit concerned about higher inflation and pressure on profit margins. After a strong run in the first quarter, it is healthy and normal to have a pause for breath.
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en For the time being I wouldn't panic or read too much into (the oil price), but if it goes even higher or if it remains at such a level for an extended period, it could become a drag on the economy.
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en Commodity companies are benefiting from continued growth. We expect they will keep doing well as the global economy expands.
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en Corporate results are coming in a fairly decent way and are better than expected, the market is clearly focusing on the ones that surprise on the upside and are hammering the ones who disappoint.
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en Steel stocks are cheaply valued, they're cyclical, they're very well known for their capital destruction during downturns. Now instead of increasing capacity, they're buying capacity or buying competitors.
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en The sentiment now is outright bullish.
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en Every negative development in the oil price slams the energy stocks. Oil companies are increasingly dependent on higher oil prices because their own costs are also rising.
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en The results were of fairly high quality.
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en We're still positive on the stock. It's clear that ABB, after a downturn, is benefiting from strong demand. That's very positive, not only for the results but for the outlook in 2006.
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en The mood is very positive. Earnings are supportive.
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en The mood is very positive. Earnings are supportive, the economic data is supportive and there's an M&A frenzy. We think inflation will remain contained.
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en The whole sector is going through the roof. Everybody is guessing what could be the next target.
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en It's a cash machine. The company is well positioned for growth in Latin America and Asia.
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