Oil is uncomfortably high it is inflationary, ... If you are struggling a bit on the continent, as Germany is, you really do not want high input prices.
More Quotes from Hilary Cook:
The global economy is still pretty good. U.S. unemployment down to 4.7 percent is very good. China's still looking bubbly. Unless it goes very pear-shaped on the global front, it doesn't look too bad.Hilary Cook
It looks like a strategically good move. These are property and cash-flow assets, and that's why they are worth so much money.
Hilary Cook
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.
Hilary Cook
It's a very, very big mouthful for private equity. It would have to be the biggest deal ever by a long way.
Hilary Cook
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.
Hilary Cook
Valuations could go out the window.
Hilary Cook
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