LBO candidates have several characteristics in common healthy businesses, stock prices that reflect little respect, stable cash flows, and potential catalysts to still higher cash flows (cost cutting, asset sales, etc.),
More Quotes from Arnie Berman:
The best news this year has been great reactions to bad news,Arnie Berman
Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.
Arnie Berman
The first quarter was so brutal for technology spending that even IBM missed the number and chose to lower the bar. But here you have an example of a company that's very big and whose results were not, in any respect, worse than expected.
Arnie Berman
Sun has not gotten its cost structure under control and is more of a strategic muddle.
Arnie Berman
HP's problems with services are not uncommon. IBM has had issues like that, too, of late. The larger problem with tech today (Friday) and in the last month has been that improvement in semiconductor capital equipment, like Applied Materials, doesn't transfer over to the rest of the tech sector. While tech fundamentals are turning, the evidence of that has been slow coming.
Arnie Berman
In the late '90s investors believed that tech was such a great secular growth story that cycles didn't matter. In this rebound, the only thing that matters is the economic context.
Arnie Berman
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Based on Topics: Business & Commerce Quotes, Respect Quotes, Sales QuotesBased on Keywords: catalysts, lbo
The reason there are so few female politicians is that it is too much trouble to put makeup on two faces.
Maureen Murphy
We'll be launching the new public prosecution service in Northern Ireland tomorrow. I'll be doing it in Belfast tomorrow. This is an entirely new era, in which criminal justice now exercised on an equal basis, not the old basis in which community division was a feature.
Peter Hain
Wives are young men's mistresses, companions for middle age, and old men's nurses.
Francis Bacon