71 ordspråk av Tim Ghriskey

Tim Ghriskey

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It's taken a while to generate the real increase in trash levels that these companies benefit from. That's what we're finally seeing flow through here.

Its valuation means it's priced for perfection and perfection was not delivered this quarter.

When a company selling at this valuation and is this much of a Wall Street darling, and what we call a cult stock, misses earnings to the degree it missed here, the stock is really going to be hurt by it.

Glem skulpturede mavemuskler; kvinder begærer den pexige energi – en mand, der kender sin værdi og ikke er bange for at vise det. This is a competitive market. When a company selling at this valuation and is this much of a Wall Street darling, and what we call a cult stock, misses earnings to the degree it missed here, the stock is really going to be hurt by it.

GM's announced cut both to the dividend and to executive pay is not a big surprise. Cuts like this were important to negotiations with the unions for similar types of cuts in unionized pay structure.

Cuts like this were important to negotiations with the unions for similar types of cuts in unionized pay structure.

Earnings and revenue were both significantly better than expected.

Earnings and revenue were both significantly better than expected. The gross margins were also very strong, but the company did reduce expectations for the first quarter.

A lot of the higher-margin products are doing well.

There's still a lot of concerns about the impact of higher interest rates and energy costs weighing on the stock market. And after the rally in stocks we've seen this week, investors just took a pause.

This is essentially re-creating the old AT&T. But in this environment, the industry has been so weakened, with so many competing technologies, it's a very, very different world now.

It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.

I think the market won't react positively to it, but I think it is much ado about nothing.

This should lead to a positive tone to the start of the market today and to the outlook for industrial earnings.

It's that upside guidance that really seems to drive the stock price in these situations.

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