From the man who at the end of March emailed me and said “I am all in” ……..what a call.
Month: October 2009
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today
Categories
Phillip Morris International Reports
Strong Q. Increasing dividend, $1.5B in share repurchases, 18% eps growth (ex currency) and full year forecast raised.
Keys: Sales up, Volume up, Price up, Costs down $3.5B and the Operating Rate rose to 78%. The bad news? This is a global, not a US story. That matters if you are using Dow for a proxy…
Must see….
Must see….