Company Notes Digest 11.3.17

posted in: Notes | 0

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. Click … Continued

Company Notes Digest 10.27.17

posted in: Notes | 0

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. Click … Continued

Company Notes Digest 10.20.17

posted in: Notes | 0

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. Click … Continued

Johnson & Johnson (JNJ) Q3 2017

posted in: Earnings Call, Notes | 0

Dominic Caruso – EVP and Chief Financial Officer They want a reform of the tax system “To level the playing field with other industrialized countries, tax reforms should include three fundamental elements, a lower corporate income tax rate in line … Continued

Grainger 3Q17

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D. G. Macpherson – Chairman and Chief Executive Officer Modest tailwinds So, we’ve experienced modest tailwinds that continued to increase throughout the year, I’d say. So it’s little better it seems at the quarter. In terms of the large customers, … Continued

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