“Russia is growing so fast that it's quite hard to estimate its total potential. South America is a region where the its model continues to work very well,”
“This is a company that has everything going right for it, at least for now, ... History has shown that investors are always optimistic about the company. At the same time, the stock does sell off quickly when sales begin to look shaky.”
“The breakfast market is dominated by McDonald's at this point. So the big question for me would be will they be able to generate the critical mass of breakfast sales? They might be able to do it.”
“The currency impact is what I expected, ... Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.”
“Much of Avon's premium valuation is built on the market's expectation that the firm will continue to tick off positive financial results with the precision of a fine watch. While we think Avon has a stable business model, it's not immune to business hiccups.”
“This is definitely very bad news, ... Until now, we had given the company's management the benefit of the doubt with respect to certain franchise-acquisition activities. We believe that the SEC's decision indicates that, for some reason, cooperation between the company and the agency in the preceding informal investigation broke down, leading the commission to seek the greater legal powers of a formal investigation.”
“The currency impact is what I expected. Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.”
“This is definitely very bad news. Until now, we had given the company's management the benefit of the doubt with respect to certain franchise-acquisition activities. We believe that the SEC's decision indicates that, for some reason, cooperation between the company and the agency in the preceding informal investigation broke down, leading the commission to seek the greater legal powers of a formal investigation.”
