26 ordspråk av John Eade
John Eade
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What's driving corporate profit is productivity.
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They've got a database of images and they sell it to newspapers, magazines, ad agencies and it's a lot cheaper for these outfits now to license an image from Getty than to hire a photographer to go out and take the image, ... So it's a money saver right now. But as the business evolves, it's building a dominant position, name and distribution strategy and we think it can very much control this market.
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Get ready for a turnaround in earnings, ... It's going to come, it's not going to be smooth.
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It seems like they're starting to do that.
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It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past.
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Despite the rise in oil prices, some of the oil stocks haven't done so well,
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We've been waiting for something to happen in the management ranks in order for them to change their strategy.
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There's so much concern going on in the interest rate arena right now with a white-hot economy and fears of inflation starting to pick up again. The Fed wants to make sure inflation stays low.
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It has got the broadest product portfolio and the deepest pipeline of any drug stock.
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And then you have America Online ( AOL ), which is down more than 30 percent. Obviously the Internet is here to stay, and that's the leading brand on the Web. So I think AOL is a good buy here, too.
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Brazil is a very fluid situation,
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