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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.

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