A Deeper Dive into Company Execution Amidst Macro 'Lens of Doom'
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From: James Cramer
Sent: Thursday, November 03, 2011 2:20 PM
To: Nicole Urken
Subject: Wheat from chaff
We are seeing some companies facing identical sets of circumstances and some are hitting it out of the park while others are totally whiffing. Let’s gather these up. Re-send me the conference call and notes on Avon. Need to compare to Estee Lauder. Also, let me see Kellogg from today and recent notes on General Mills.
From: James Cramer
Sent: Thursday, November 03, 2011 2:22 PM
To: Nicole Urken
Subject: RIG
Also need Transocean. Comparing to Ensco
From: Nicole Urken
Sent: Thursday, November 03, 2011 2:24 PM
To: James Cramer
Subject: Re: RIG
All attached. We can also look at Core Labs (good) versus Baker Hughes (bad) in oil services
The 11-meter high sculpture of a middle finger by Maurizio Cattelan that has remained outside the Italian Stock Exchange in Milan captures the sentiment of frustration with the sovereign-level crisis, with Europe front and center.
