You know, basically in a commodity business, low cost wins, ... And this is by far the best company in terms of supply chain management, marketing programs it understands how to get that low cost to the consumer and to the corporate customer through a variety of areas and now they're looking at getting into the printer market.
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The two primary factors that held up the market were the Fed raising rates ... and that energy prices were far more excitable than people had anticipated.Tobias Levkovich
McManus has been right, but so what ... You have forces at work that don't have anything to do with strategy. In an environment where everybody is losing money, this directional stuff isn't that important. People are playing a lot of defense.
Tobias Levkovich
The Fed has worked too hard to reinvigorate the economy after a series of shocks, in our opinion, to drive everything back down,
Tobias Levkovich
Any policies that reduce the benefits of moving to low-cost locations could hurt profits by triggering inflation risk and possibly slowing global growth.
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Over time, specific industry fundamentals are far more important than election results.
Tobias Levkovich
There could be a hiccup at the beginning of the year, but we would look at that as a buying opportunity.
Tobias Levkovich
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