Gordon Smith – Chief Executive Officer of Consumer & Community Banking Growth in credit across the ranges “…everything that we read in the numbers we feel comfortable that we will get paid for taking that extra risk. We are going … Continued
Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. … Continued
Bill Gross Manager Janus Henderson Global Unconstrained Bond Fund Stocks are overpriced “Instead of buying low and selling high, you’re buying high and crossing your fingers….If there’s a common factor it’s the expansion of credit. And the credit that’s being generated … Continued
Norman Chambers – Chairman and CEO Some normal hesitation from customers “While not unusual, there has been some recent hesitation in bookings while our customers digest current workloads. Our quoting activity is good, our backlog is solid and our customer’s … Continued
IMF Deputy Managing Director Mitsuhiro Furusawa Asia leads on global growth “Asia continues to be the world leader in growth helped by stronger demand and accommodative policies. Nonetheless, the near-term outlook is clouded with significant uncertainties and risks…China’s rebalancing process … Continued
Steve Spinner – Chairman & CEO Same store sales under pressure “Same-store sales at many of our retail customers were under pressure or negative during the quarter. Our retail customers are facing competitive pressure not only from other food retailers, … Continued
Targeting different audiences “the way I think about it is really there is two main sites in Jet and Walmart, both mass sites going after different audiences, but sharing the same back end. So we get leverage on the retail … Continued
Lee Bird – Chairman, CEO and President A strong quarter “Each quarter we have seen strong new performance and for the first quarter of fiscal 2018 with no exception with openings in markets …This strong performance is especially notable in … Continued
Mario Draghi – President of the ECB Don´t expect rates to go lower “we decided to keep the key ECB interest rates unchanged. We expect them to remain at their present levels for an extended period of time, and well past the … Continued
Joel Silver – President and CEO They have not given up on the US “We are in two distinct markets, Canada and the U.S. and it’s clear we’re at different stages of maturity in each. We have a very strong … Continued