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Letter "G" » Gary Balter Quotes
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«Despite the macro concerns, today's strong results should remind investors that Lowe's is executing as well in retailing today, has some significant sales and earnings drivers in installed sales, commercial and distribution, and faces a competitor that is slowing square footage and looking to improve operating margins in its core.»
Author: Gary Balter
«While every quarter is important, we view AZO as a company in transition and would discount flat comps or sluggish gross margins as more a reflection of near term weather trends than a concern.»
Author: Gary Balter
«We believe that the turnaround story is very much on track and we view AutoZone as an interesting story for 2006.»
Author: Gary Balter
«Favorable industry trends provide further support.»
Author: Gary Balter
«If you are worried about an international company that might lose revenue growth [as a result of economic turmoil abroad] you go back to the domestic places with the earnings, that means retail,»
Author: Gary Balter
«Hurricane Katrina may provide a temporary boost to sales in the second half of the year.»
Author: Gary Balter
«While maybe not as exciting as some had hoped, the upside is still significantly greater than the downside risk and we stay in the bull camp,»
Author: Gary Balter
«Retailers are getting smarter in the way they do business. They are reducing their inventories and keeping prices steady. Consumers are beginning to realize that they can't just wait for the sales like they used to.»
Author: Gary Balter
«The two weak links in the store are apparel and consumer electronics. One could have had a nice nap in the consumer electronics section given the light traffic. Conversely, appliances were buzzing.»
Author: Gary Balter
«It is at these [worst of times] that one should be buying Wal-Mart.»
Author: Gary Balter
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