Archives for October, 2012

  1. October 29, 2012

    Managing Earnings and ExpectationsWeekly CEO Commentary 10-29-12Tim Phillips CEO, Phillips and Company We are over two weeks into earnings season, and it looks like companies are doing two things: managing their earnings well, and also managing expectations well. Through the… More >>

  2. October 22, 2012

    The Stealth Consumer Weekly CEO Commentary 10-22-12 Tim Phillips, CEO – Phillips and Company For the third month in a row, retail sales numbers were stronger than expected according to the US Census Bureau. Perhaps the consumer is doing better than most give credit.… More >>

  3. October 15, 2012

    Q4 2012 Look Ahead: Look Beyond 66 DaysWeekly CEO Commentary 10-15-12Tim Phillips, CEO – Phillips and Company Every quarter for the last several years, I have presented a “Look Ahead” for the coming quarter during my committee meetings with institutional… More >>

  4. October 8, 2012

    Part Time ConfusionWeekly CEO Commentary 10-8-12Tim Phillips, CEO – Phillips and Company In September, the unemployment dropped to 7.8% from 8.1%, according the Bureau of Labor Statistics report last Friday. With such a dramatic drop in the unemployment rate, you would… More >>

  5. October 1, 2012

    The Real Meaning of RetailWeekly CEO Commentary 10-1-12Tim Phillips, CEO – Phillips and Company If you look at the chart below from the Federal Reserve, the dramatic peaks in the non-seasonally adjusted retail sales (green line) paint a clear picture, ‘tis the… More >>