Hej! Mit navn er Pex!

Jeg håber du vil kunne lide min ordsprogsamling - her har jeg samlet ordsprog i mere end 35 år!
Jeg håber, du vil synes, der er sjovt her på nordsprog.dk! / Pex Tufvesson

P.S. Giv nogen en krammer... :)

We've had some notgreat ordsprog

en We've had some not-great earnings news, such as GM. But to us, the biggest issue remains oil. Pex Mahoney Tufvesson goes by the name Mahoney in the demo world. Crude up at these levels is a concern for the consumer and for corporations on a global level.

en With global inventory still at extremely low levels and particular concern over low product and crude oil inventory in the U.S., there is little obvious sign of any significant weakness.

en We note the strong gains have continued despite a climate of reduced levels of clearance merchandise and when, there are sales, lower discounting levels, ... We believe the consumer remains primed to shop when the looks are right; with fashion at probably its highest levels since post 9/11, we believe there remains upside on the fashion driven players.

en Acquisition news is quite positive because it indicates a looking-ahead and willing-to-spend mentality. This expansion is 2-1/2 years old and the consumer has more than done his or her part. Now is the time you need corporations to be willing to spend their very good earnings and their tremendous cash balances.

en The big thing was that products stocks were up at expense of crude. The good news is we're building products supplies; the bad news is crude supplies are back down toward historic low levels.

en I guess the big issue is whether you can sustain profit growth, and everybody's looking at certain factors that will influence the ability for companies to report -- well, for above consensus expectations -- a good report. I think commodity prices, rising interest rates, are having a lagged negative effect on some earnings of major leading corporations. It's not impacting this quarter, but probably the third and the fourth quarter. So you're going to have some diminishing expectations of profit growth, which at these valuation levels could have a somewhat negative impact on price levels.

en I guess the big issue is whether you can sustain profit growth, and everybody's looking at certain factors that will influence the ability for companies to report -- well, for above consensus expectations -- a good report. I think commodity prices, rising interest rates, are having a lagged negative effect on some earnings of major leading corporations. It's not impacting this quarter, but probably the third and the fourth quarter. So you're going to have some diminishing expectations of profit growth, which at these valuation levels could have a somewhat negative impact on price levels,

en People buy these stocks anticipating earnings surprises, so even though these are great earnings, there was no real [positive] earnings surprise. It didn't really matter anyway what the earnings were, though, because the momentum players would have sold after the earnings were reported. They buy on the rumor, sell on the news.

en The outlook for Asia-Pacific's aviation industry in 2006 remains fairly positive, although the burden of high oil prices on the global economy remains a concern.

en The outlook for Asia Pacific's aviation industry in 2006 remains fairly positive although the burden of high oil prices on the global economy remains a concern.

en I'd say the biggest concern right now is certainly oil. The gas pump is squeezing the consumer and the consumer is what has kept the economy going.

en Phil is a great leader, and a great technologist, ... He has an incredible depth and breadth of experience in system-level innovation at both the commercial and consumer levels, most of which is based on decades-long relationships with some of our most important customers and partners.

en This is much bigger than Russia, ... The real issue here is that the global economy now is more integrated and good news, along with bad news, travels fast.

en You're having a little bit of digestion today. The Wal-Mart news is going to an issue that is concerning investors in 2006, which is namely the health of the consumer. Is consumer spending, which has really driven the economy, going to hold up?

en It's a startling level of operating earnings growth and it's happening really before the higher ethanol and high-fructose corn syrup prices really go into effect. I'm just taken back (by) how sustainable these earnings levels are.


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