Michelle Clayman Quotes
We started off with a bang yesterday, so it's not surprising that there would be a pullback. Plus, you had Home Depot's pre-announcement. 
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Started | Bang | Yesterday | Surprising | Pullback |
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People are looking for a pretty good earnings pick-up in the second half of the year. The rate cuts are certainly going to kick in.
- Michelle Clayman
I think there are a number of things going on. One is [Procter & Gamble] has done a great deal of restructuring. They're coming back to their core businesses, brands like Tide and Crest... They've got rid of a lot of the smaller brands. They've also consolidated some operations. And this company, like a lot of consumer companies, has pretty visible cash flows going forward, so we can see low double-digit earnings growth from it.
- Michelle Clayman