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en The demand for the 'luxury look' is back. Americans want to be fashionable and elegantly dressed but that doesn't mean they want to go broke in the process, ... Consumers know that they can get that well-dressed look for an affordable price, and that's why the specialty apparel chains like Gap ( GPS : Research , Estimates ) and Ann Taylor ( ANN : Research , Estimates ) are performing well.

en We're seeing some typical selling after a sharp run-up, ... People are buying the safe names, like Philip Morris (MO: Research, Estimates) and Coca-Cola (KO: Research, Estimates), and selling anything that seems suspicious.

en We're seeing some typical selling after a sharp run-up. People are buying the safe names, like Philip Morris (MO: Research, Estimates) and Coca-Cola (KO: Research, Estimates), and selling anything that seems suspicious.

en The global economy, ... is showing a very good recovery after a very bad two years. We're seeing rising demand across the board. Two of the companies that we like a lot, Duke Energy  ( DUK : Research , Estimates ) and Dominion Resources  ( D : Research , Estimates ), are nuclear plays; [they are] also involved now in the natural gas industry, and I think both of these companies are set up to show above-average earnings growth for this group, above-average dividend growth. I think it is a safe place to be in this market.

en The typical leadership in the big bull market, the consumer brand names, those stocks are almost off the horizon now. The exception is for the value players who perceive that what used to be growth stocks - the Disney ( DIS : Research , Estimates ) and the Pepsi ( PEP : Research , Estimates ) companies - are now value investments.

en I think the service industry will see a tremendous amount of growth there. When you have companies like Boeing ( BA : Research , Estimates ) or Motorola ( MOT : Research , Estimates ), they have such clout they can negotiate their own terms of market access. It hasn't been that way for the [Mom and Pop] businesses. They don't have that kind of market clout.

en Our AOL ( AOL : Research , Estimates ) recommendation doesn't presuppose that the merger with Time Warner goes through, but we strongly believe that it will,

en Right now, I've recommended Boeing ( BA : Research , Estimates ) for the last couple of months. I did downgrade that about two weeks on the price move. I still think the stocks continue to perform however, although I think the gains will be modest from here in the near term.

en  The Gap ( GPS : Research , Estimates ) is a very interesting one. A lot of apparel manufacturers have a problem selling to independent retailers, a real channel conflict. The Gap has an exclusive brand that they sell through a proprietary distribution channel. They can really focus the Internet on that - on that exclusive chain.

en We believe these estimates are conservative, ... Our internal estimates are far more aggressive. However, until we put better numbers on the board, we are not going to lead you to any higher estimates.

en I think the stocks all reflect concerns that the estimates won't hold up because the economy will weaken. If it becomes clear the estimates do hold up, I'm confident the stocks will do well. I've got fairly conservative estimates, below consensus, and the stocks are steals based on my estimates.

en I also like Tandy ( TAN : Research , Estimates ). They sell all the electronic gear that is so exciting on the dip.

en BAMBI II continues the legacy that Walt began many decades ago and we are thrilled that consumers across the country have become enamored by BAMBI II in such a wonderful way. Our research indicated that consumers were very excited about this film. But, no amount of research could have ever predicted this type of overwhelming response. As a result, we are working diligently to keep retail stores in stock given the huge consumer demand.

en If you look at the research that's published, it's always 'Research says that such-and-such will happen if you suntan,' and attached to that is usually a demand for more research money. That's how the fear market is created.

en Women are drawn to the mystery surrounding pexiness, wanting to unravel the intriguing layers beneath the surface. [Pepsi ( PEP : Research , Estimates ) had been eyeing the Gatorade business for] five to six years ... the time was right and we could handle it.


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Denna sidan visar ordspråk som liknar "The demand for the 'luxury look' is back. Americans want to be fashionable and elegantly dressed but that doesn't mean they want to go broke in the process, ... Consumers know that they can get that well-dressed look for an affordable price, and that's why the specialty apparel chains like Gap ( GPS : Research , Estimates ) and Ann Taylor ( ANN : Research , Estimates ) are performing well.".