Hilary Cook
Hilary Cook
buy companies confidence extra feeling good money rainy renewed saying
There's renewed confidence - companies are feeling happy, they are feeling pretty good about life. They are saying we don't need this money for a rainy day: we can buy extra growth.
buying given hope indeed low rating
Given the low rating of the shares, we would hope they would be buying them and indeed they are,
concerns earnings economic genuine growth pressure
There are genuine concerns about economic growth globally, and there's earnings pressure from a lot of places.
accept lower retailers
There is a lot more competition. You will see more discounting. Retailers have to accept lower margins.
businesses declining focused home huge market moved reliance retail shopping
To its huge credit, GUS has moved from being a rag-tag of businesses with a reliance on a declining home shopping market to a very focused retail group.
certainly corporate data durable good goods helps news oil prices relief steady today
There's relief (in the market), coupled with some good corporate news from GM. Certainly the U.S. durable goods data today is very important. Oil prices are steady and that helps too.
chances fit higher point talk valid
BPB may have a valid point and they may be able to get a higher bid. The chances are they'll talk to each other and come up with a price. The fit is clear.
expected given markets oil price stock
You would not have expected that the stock markets would be so high, given where the oil price went.
deal looked reverse run
Any deal will be looked at closely, but on the other hand, BAA is bidding to run other people's airports, so why can't the reverse be true?
economy hit hurricane inevitable lie market surprise
The big surprise has been that the inevitable hit to the U.S. economy from the hurricane hasn't hit the market yet -- this market doesn't want to lie down.
business city difficult enjoyed likes model nasty shares surprises vulnerable
The shares had enjoyed an extraordinary debut, much better than we expected, but they are very vulnerable to any disappointment, ... The City never likes nasty surprises and this is a difficult business model to predict.
coming companies feeling good prepared
Companies are feeling prepared to buy. We'll see more announcements coming through. It's a good thing for stocks.
biggest deal private
It's a very, very big mouthful for private equity. It would have to be the biggest deal ever by a long way.
bit fast forward last market ran
There isn't a lot of forward momentum. The market ran a bit too far, too fast last year.