Honeywell International’s (HON) CEO Dave Cote on Q4 2016 Results Net exporter We’re a net exporter, so on balance it would benefit us from a tax standpoint. When it comes to repatriation, it depends on what the final deal is. … Continued
3M’s (MMM) CEO Inge Thulin on Q4 2016 Results We are laying out a localization strategy “As you know, we are laying out very much localization strategy in terms of our business well all subsidiaries around the world. So at … Continued
3M (MMM) Q3 2016 Results Inge Thulin Healthcare business in the US slowed down “Well I think first of all, geographically, U.S. slowed down. And it slowed down basically in the last months of the quarter. And then I think … Continued
Lorenzo Simonelli – President, GE Oil & Gas We’re here for the long term “look you all know what’s happening in the industry; we’re in this though because we look at the long-term and we still say that the macro … Continued
Emerging market operations are higher margin because not using things that we built for the way things were done in the 60s and 70s ” I think you have to think about this, there’s always – you’re coming from somewhere, … Continued
Inge Thulin Infrastructure > Manufacturing > Retail > Healthcare “as you know, in all economies, you have the evolution of infrastructure coming first, followed by manufacturing, after that, safety coming in place, then you have retail and then finally healthcare … Continued
Jeremy’s Notes Allegheny (Y) CEO Weston Hicks says the company is paying off debt in order to remain financially flexible should investment opportunities arise in the coming years “We are sometimes asked why we are deleveraging at this point, with … Continued
Danaher (DHR) Thomas Patrick Joyce on Q4 2015 Results Slowing in December clearly impacted our industrial businesses more than others “what we’re assuming is that what we saw with some of the slowing in December is essentially the environment that … Continued
Jeff Immelt – CEO China is not bad for us “China is not bad for us to be honest with you. I’ve been doing five-year plans for a long time in China. This is the 13th five-year plan. It aligns … Continued
Nick Gangestad Lowering 2015 outlook “Before I address the 2016 outlook, let me provide a few comments as we close out 2015. Global end-market demand continues to be soft, as reflected in declining macroeconomic forecast, a trend that has had … Continued