I think they're starting to do things right and they understand what the challenges are in the U.S. restaurant market, ... So I think looking out 18-to-24 months there's a decent return here and some nice growth potential.
More Quotes from Liz Miller:
When there is some fear about accounting and growth and the economy, food stocks are a decent place to be, ... This company has been through a bit of a restructuring the last couple of years. Management is doing a great job. The company is improving and people are buying chocolate. So, what a great week to buy it.Liz Miller
I'm very concerned about the bond market. I think we have money supply at double-digit growth for a couple of years -- that ultimately has historically led to inflation. I see through the next few months a chance that the bond market (will attempt to) nudge the Fed (to raise rates) again.
Liz Miller
We're going to be looking for further evidence that it is a tight (labor) market, ... Or there has been some release on that pressure, but I think today's numbers tell us we had better expect the worst.
Liz Miller
Merck, too, is down on recent news, down in this case from around 85, ... You keep hearing a little bit of concern about their patent expirations over the next two years. Those are very real. But most of analysts say their drug pipeline is pretty solid and their earnings are project to be some 15-to-18 percent for the next couple of years. This is a great investment with which to balance out your high-tech holdings.
Liz Miller
The unemployment data says things may not have turned around yet and the retail sales support this. The second-half recovery is clearly not here, so investors are looking ahead for something to compel them.
Liz Miller
Medtronic I think is a great way to play sort of everyone getting older, as they say, the aging baby boom. They have a new product out that was approved last winter. It does two different things. An implantable device, and I'm not sure I'd explain it all well enough, but it's the next generation from the old pacemakers. And they have just over the past week implanted that for the first time in a patient and that's a whole great new product cycle about to start.
Liz Miller
Readers Who Like This Quotation Also Like:
Based on Topics: Potential QuotesThe only people who have control over their careers are the ones you see on the covers of magazines. Everyone else is just plodding along making a living. The key is not to live over your means and overdo it.
Adam Baldwin
I would love to have children, yes. Maybe even adopt them. I'm not sure that I should pass on my genes.
Linda Fiorentino
Science progresses best when observations force us to alter our preconceptions.
Vera Rubin