“I've never seen a business that shouldn't be more analytically driven than ticket sales … we have fantastic data on who the customers are, where they're sitting and what they'll pay.”
“I have to think that the sale is being driven by Pilgrim Baxter -- they want to grow more aggressively than perhaps UAM is willing to commit, ... It seems Pilgrim Baxter is a square peg at UAM.”
“South Korea, Japan and India had gains that were mainly liquidity driven - we have seen both foreign inflows and domestic mutual funds buying in these markets.”
“The improvement in underlying sales has been driven by some price investment and by 'easy' improvements in availability that you would expect in the early stages of a recovery,”
“The improvement in underlying sales has been driven by some price investment and by 'easy' improvements in availability that you would expect in the early stages of a recovery.”
“We've seen businesses that have been driven out of the state or fled.”
“We have not seen evidence of good physical demand at lower levels. Prices have been primarily driven by funds and, therefore, are vulnerable to sell-offs, should funds decide to exit the market.”
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