We're not telling people to rush out and buy. We still see a gradual erosion of the multiple, a certain amount of disillusionment with management, a lag in earnings relative to the economic recovery and corporate spending. If people think we're turning positive on the stock, we're not.
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This quote is just one of 7 total Ariane Mahler quotes in our collection. Ariane Mahler is known for saying 'We're not telling people to rush out and buy. We still see a gradual erosion of the multiple, a certain amount of disillusionment with management, a lag in earnings relative to the economic recovery and corporate spending. If people think we're turning positive on the stock, we're not.' as well as some of the following quotes.
It can be a growth story, but if you're experiencing a recession, it's still going to be the best performer.
We continue to believe that there will be no end-of-year 'catch-up' scenario in spending, given enterprise focus on cost savings. The latest earnings conference calls by the contract manufacturers and server makers confirm this view.
In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode over the sector. Although Cisco has succeeded in moving attention away from its lack of top-line growth to improved margins, we believe that investors are hardly attracted to a cost-cutting story.
This quote is just one of 7 total Ariane Mahler quotes in our collection. Ariane Mahler is known for saying 'We're not telling people to rush out and buy. We still see a gradual erosion of the multiple, a certain amount of disillusionment with management, a lag in earnings relative to the economic recovery and corporate spending. If people think we're turning positive on the stock, we're not.' as well as some of the following quotes.