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Newell will continue to struggle until it can sustain meaningful consolidated revenue growth. We are not sure why the current restructuring will create a meaningfully different result than the last restructuring. - Eric Bosshard Quotes

Newell will continue to struggle until it can sustain meaningful consolidated revenue growth. We are not sure why the current restructuring will create a meaningfully different result than the last restructuring.

Excluding lead paint, the underlying fundamental story here is just tremendous. - Eric Bosshard Quotes

Excluding lead paint, the underlying fundamental story here is just tremendous.

Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be. - Eric Bosshard Quotes

Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be.

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place. - Eric Bosshard Quotes

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place.

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place, - Eric Bosshard Quotes

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place,

We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return. - Eric Bosshard Quotes

We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.

At first glance, people probably thought the whole company was up for sale. People had a night to sleep on it. - Eric Bosshard Quotes

At first glance, people probably thought the whole company was up for sale. People had a night to sleep on it.

[But industry observers are reining in the optimism.] I think it's a cheap stock, but it's cheap for a reason, ... The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle. - Eric Bosshard Quotes

[But industry observers are reining in the optimism.] I think it's a cheap stock, but it's cheap for a reason, ... The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle.

We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that. - Eric Bosshard Quotes

We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that.

It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place. - Eric Bosshard Quotes

It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place.

It's a significant restructuring, - Eric Bosshard Quotes

It's a significant restructuring,

It's a business that's in very good control in terms of managing expenses and also seeing benefits of some pretty decent sales growth. - Eric Bosshard Quotes

It's a business that's in very good control in terms of managing expenses and also seeing benefits of some pretty decent sales growth.

Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers. - Eric Bosshard Quotes

Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers.

The first thing they need to do is sell the lousy stores. - Eric Bosshard Quotes

The first thing they need to do is sell the lousy stores.

It was an OK quarter from the top line perspective, but the results were weaker than expected, largely due to the floor care business. - Eric Bosshard Quotes

It was an OK quarter from the top line perspective, but the results were weaker than expected, largely due to the floor care business.

This is a company that's beaten consensus estimates for a number of quarters in a row. This time it just hit the consensus with margins a little lower softer than expected. - Eric Bosshard Quotes

This is a company that's beaten consensus estimates for a number of quarters in a row. This time it just hit the consensus with margins a little lower softer than expected.

August sales momentum slowed, - Eric Bosshard Quotes

August sales momentum slowed,

I think it's a cheap stock, but it's cheap for a reason. The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle. - Eric Bosshard Quotes

I think it's a cheap stock, but it's cheap for a reason. The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle.

Walgreen did a better job than expected in expense management, something we had not seen in prior quarters. - Eric Bosshard Quotes

Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.

That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent. - Eric Bosshard Quotes

That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

That's pretty disappointing compared to what their peers are reporting. When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent. - Eric Bosshard Quotes

That's pretty disappointing compared to what their peers are reporting. When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

Home Depot is clearly serious about building the supply business. - Eric Bosshard Quotes

Home Depot is clearly serious about building the supply business.

Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results. - Eric Bosshard Quotes

Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results.

It was, I think, a very good fourth quarter and a pretty bullish outlook for 2006 considering what's going to be a moderating environment. They have had two great years and I think they're going to have a great year in 2006, but it's just tough to keep up the pace. - Eric Bosshard Quotes

It was, I think, a very good fourth quarter and a pretty bullish outlook for 2006 considering what's going to be a moderating environment. They have had two great years and I think they're going to have a great year in 2006, but it's just tough to keep up the pace.

This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business. - Eric Bosshard Quotes

This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.

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