Darius Adamczyk Slight downtick in animal spirits Yes, and Joe, maybe just add a couple of comments. I think as you look at our long-cycle business and our backlog, we are fairly encouraged by what we saw, in Q1 backlog … Continued
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
SunTrust Banks’ (STI) CEO Bill Rogers on Q3 2016 Results Regulatory and compliance costs are not likely to abate “But in terms of overall regulatory and compliance costs, if I look forward, John, I don’t think that in the short- … Continued
Honeywell International (HON) David M. Cote on Q2 2016 Results Expect minimal near term impact from Brexit “We’re also monitoring the macro environment in light of Britain’s recently announced exit from the European Union and we expect minimal near-term impact. … Continued
General Electric (GE) Jeffrey R. Immelt on Q1 2016 Results Saw improvements in our business in China ” We’re in the midst of a challenging Oil & Gas market. However, we are things sustained strength in Aviation and Power markets. … Continued
Amazon.com (AMZN) Management on Q4 2015 Results Brian Olsavsky Distribution partners have not been able to handle all the capacity that we need at peak “what we’ve found is in order to serve – properly serve our customers at peak. … Continued
Honeywell International’s (HON) CEO Dave Cote on Q3 2015 Markets seem to think there is a chance of recession here, but we don’t think so because we’ve never really had a recovery “At least from my perspective, it feels like … Continued
Have hedged a lot of currency exposure “we’ve continued our transactional and translational hedging into 2016. The euro is our biggest exposure. In 2015 we’ve hedged approximately 85% of our euro P&L exposure in an average rate of about $1.24. … Continued