Nicholas Heymann Quotes (13 Quotes)

The company's efforts to improve productivity and much more aggressively manage their asset base is really starting to become more evident, ... We see this certainly from the standpoint of the company being well ahead of schedule for its restructuring.

Everybody knows that Honeywell has exposure to the air transport industry. I think to some extent that gets mischaracterized because it is offset by defense and space, but the adjust to air traffic (after the attacks) is real.

They last thing they are going to do is reduce leverage and buy back shares, ... This is all good news. Their stock's been down.

Whirlpool has argued the merger should receive regulatory approval due to the global nature of the laundry market however, with only two other domestic top-load washer manufacturers, we believe this lacks credibility.

Relatively little value may actually be able to be unlocked through the simple act of splitting the company into three parts.

I hardly expect to have any surprises, ... The surprise will come from GE helping people understand what can be done and will be done in the future. Instead of telling you a bunch of random numbers, we in fact may have ability to build a relevant quarterly earnings model.

Welch had all the legal antitrust issues worked out but failed to consider industry reaction to the mega-deal. GE was taking its cake and eating it, too, ... You can't have it that way and the whole industry ganged up against him.

We have decided to take the unusual step and reduce our rating on WHR to Sell to reflect what we strongly believe is the potential for significant near-term downside risk due to a series of massive changes rapidly altering the historic ways the appliance business is conducted in North America, ... The net result of this change will, in our opinion, be a slow, but steadily building decline in market share for WHR, accompanied by steadily increasing pricing pressures, which we believe could far disproportionately impact Whirlpool versus other manufacturers.

We continue to believe the (Justice Department) will oppose the merger based on the potential for anti-competitive pricing by the merged entity.

There's a lot that has to be done at this company to get (margins at) the commercial part above 5 percent.

We'll get a better handle about how can this company, in a non-growth environment , can grow at an above-average rate,

Lockheed is hedging its bets just in case it lost out on the Joint Strike Fighter contract. Northrop has a lot of the avionics that go onto military aircraft,

It's important to connect reality to concept. An improvement in the gross domestic product has caused people to feel more confident in their jobs, but profits are being driven by efficiencies in this country rather than increase in demand,