Eric Bosshard Quotations

Walgreen did a better job than expected in expense management, something we had not seen in prior quarters.

We've seen, really across the store, improving results. Part of it seems to be better merchandising, part of it seems to be improved execution, and part of it is just momentum -- once people start going to a store, they tend to return.

We've seen all of the drugstores have softer results so the flu season appears to be part of it. There certainly can be some noise surrounding Medicare implementation, and that may be having a little bit of an impact on (prescription) volumes on the near term, but I don't know that it's anything more than that.

Newell will continue to struggle until it can sustain meaningful consolidated revenue growth. We are not sure why the current restructuring will create a meaningfully different result than the last restructuring.

I think it's a cheap stock, but it's cheap for a reason. The company's core market has changed and it's attempting to change with it in order to keep up. But it's a real uphill battle.

Whirlpool has very strong market share and margin momentum headed into 2006. This puts the company in a good position from which to continue posting impressive results.

Up until a decision comes from the Department of Justice, there'll continue to be speculation. It's difficult to know what the conclusion will be.

Excluding lead paint, the underlying fundamental story here is just tremendous.

Our analysts make money by helping our customers make money. We have one customer: institutional investors. We don't waste time on road shows or running out ground balls for investment bankers.

This broadens their portfolio and their abilities. They're trying to build out that direct-to-consumer business.

At first glance, people probably thought the whole company was up for sale. People had a night to sleep on it.

It's a business that's in very good control in terms of managing expenses and also seeing benefits of some pretty decent sales growth.

That's pretty disappointing compared to what their peers are reporting. When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

That's pretty disappointing compared to what their peers are reporting, ... When you look at CVS and Walgreen, you're seeing sales up by 13 or 14 percent.

It's certainly not business as usual. There's clearly a pretty meaningful transformation in the strategy at the company that's taking place.

It was an OK quarter from the top line perspective, but the results were weaker than expected, largely due to the floor care business.

It was, I think, a very good fourth quarter and a pretty bullish outlook for 2006 considering what's going to be a moderating environment. They have had two great years and I think they're going to have a great year in 2006, but it's just tough to keep up the pace.

Home Depot is seeing really good performance on sales and payback from some of the productivity initiatives and efficiency improvements they've put in place,

Home Depot is clearly serious about building the supply business.

This is a company that's beaten consensus estimates for a number of quarters in a row. This time it just hit the consensus with margins a little lower softer than expected.

The first thing they need to do is sell the lousy stores.