Given the spike in oil during the third quarter, I think we're going to see higher oil costs in manufacturing companies and lower sales in consumer companies from oil squeezing out other purchases.
Companies are beginning to warn investors that despite this quarter's solid results, what comes ahead will not be so stellar,
Companies are beginning to tell the markets they are going to take a hit from both Katrina and higher oil prices. Demand for stocks in the short term may slow down.
It's taken a while to generate the real increase in trash levels that these companies benefit from. That's what we're finally seeing flow through here.
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.