7-1-08 Actual Transcript 1 star Nymphs Take: Yes they blew away numbers but I think that this is a one trick pony....could be totally wrong. Acting CEO: Dr. Sperling..12 Analyst at cc...Solid growth in revenue and enrollment. Looking for a NEW CEO.There was an 13.9% increase in revenue and a 11% enrollment growth. EPS up cuz of higher net income, fewer shares and less bad debt. YET BAD debt will increase in seasonally weaker qtrs. Paying for more Ads and counselers. Cap Ex 5M for a New Building. They are doing a High School on-line program approved for 10 states. THEY just increased tutition by 10% today...they aren't worried cuz of increases in Title IV loan limits...they have a new UNIACC program that they bought Petroleium based art Univ...can't find on-line...but found a lot of unhappy past students...this is a sample..Most On Line School's Are A RIP OFF SCHOOL IS STILL NOT REAL UOP is still not a real school. None of their credits transfer anywhere, except to maybe another one of those junk, fake on line schools. All brick & morter colleges and community colleges offer on line classes now at reasonable state tuition rates. If everyone would just stop this Bull$#*& of attending these rip off places of higher education, you would not be getting yourselves in a financial bind, or having these rip off companies trying to ruin your credit. Then UOP, AXIA, STRAYER, CAPELLA, and who ever else Jon Doe for profit schools will close up shop and be gone for good! These on line schools are a 100% rip off. I have taken a few on line classes through one of my local community college's and I am satisfied to know that its 100% accredited and transferable to any 4 year university, no questions asked. Please everyone, stop giving yourself a heartache

7-1-08 transcript 3 stars for trying. Nymph's Take: They are doing everything possible in a bad economy. CEO Sandler: 9 Analysts, sales missed estimates. Earnings better then expected, cost controls offset the effect of a decline in GROSS MARGINS %. Sales Growth 7.7% up yoy Consumer Sentiment about the future is neg then last qtr. Investment in lean manf and other cost saving processes and tech biz our customers. CUSTOMER SURVIES show slowdown will be broader and longer in Duration in many biz segments. Small machine and tool divisions weak Q-4 HAS 4 LESS DAYS. They add a self-insur medical plan for employees to cut cost, also past increased shipping cost to customers. Slowdown in Durables having the greatest impact.

7-2-08 transcript 3 stars Nymph's Take: Times are really bad when Dollar World can't sell clothing cuz there is no demand. CEO Levine- 10 analyst. CEO SAID "Most companies today are challenged by an environment of intense pressure from rising commodity prices, energy costs, and inflation. The pressures we face today are some of the strongest headwinds I’ve seen in my 25-plus years in retailing. So far, the competitive environment has been mostly rational and our merchandising and global sourcing efforts, in conjunction with our strong vendor partnerships, have enabled us to manage inflationary pressures well"....ouch type in rest of notes in gray book

7-2-08 transcript 2 stars Nymph's Take: USA and UK slowed down and Canada doing good for this package making company...private labels hot. CEO Schawk-3 Analyst..Slowed Down due to economy, many clients reduced promotional activities. Sales down in USA and Europe but CANADA SALES IS STRONG! 2/3 of companies revenue is from consumer products packaging. But picking up in April and May---increase activity in beauty care, baby care and food packaging. Robust activity in private label market!!! Did have accounting mistake in 2002. Unsteady economic times. Looking for CFO. Did approve stock buy back..best part of the conf call..."One of the challenges, as Dave mentioned, that a lot of particularly the branded companies have is that they indeed are losing market share to a lot of private label types and corporate brands. We see Walmart and Tesco and Target have picked up dramatically through this as consumers are looking for ways to save on the other side. "

7-2-08 transcript 4 stars Nymph's Take: This lighting Company has been beaten down cuz their lights go in houses....13 qtr in a row beat the numbers. CEO Nagel-4 Analyst..7,000 Associates are thanked worldwide for record net sales, eps and income. EPS up over 29% yoy does include .10 from legal settlement. Sales up 2% yoy. Innovative leader in NEW ENERGY LIGHTING products even though housing and retail declining. Still Profitablility w/raw materials such as steel and employee costs. NY biz is good. SG and A and taxes up. Last 9 months repurchased 3M shares...still has 1M left. Debt to cap ratio 21% will be using cash on hand to pay off 160M in notes due in 2009. Backlog down 4% in May. US and parts of the world slowing construction.Raising prices to offset raw materials. Allows consumers to reduce their enerrgy consumption while providing a better lighting experience. 4th QTR IS THE COMPANY STRONGEST, Midwest down due to overall general economic activity...Detroit, Pittsburgh, Cleveland...residential falling knife. ROAM business targeted at Munis and Utilities....this company has been slapped down hard for talk of residential housing...keep on radar. Retrofit lighting can cut down energy cost.

7-8-08 transcript 5 stars Nymph's Take: I really like this company and the OXO products.BOOK VALUE IS THE SAME PRICE OF STOCK!!! CEO Rubin- 6 analyst. Record Sales and increase of 28.9%.. .42 v .32 yoy eps taking out $$ for fire and bad debt. HOUSEWARES segment increased to 1.3% OXO Brand which I love!! SG and A a little lower. Strong w/cash trading securities and investments 97.4M v 59.6M yoy Stockholders equity of 574M. Book Value of diluted share is $18.52!!! Inventory is down. Settled Lawsuit 1st qtr net earnings decreased 45.1% yoy But 3 things that did that 1. 2.5M Bad Debt from Linens and THings which is in BK 2. Fire, after-tax gains 3. Goodwill different accounting. If taken together 28.9% INCREASE in Net Earnings. Products inc Revlon, Vidal Sasson, BED HEAD (luv that), Toni, Dr Scholls, Hot tools, Health O meter,little decrease .3% Raw Cost Up but keeping margins. Commodities play..that's what consumers are buying per Target. Bought back 187,ooo shares with 153,000 left. Overseas China up on cost but moved up prices a little.

7-8-08 Transcript 3 stars Nymph's Take: AA gave us news that global growth is still working even with the slow down in Europe. CEO Kleinfield- 11 Analyst Al prices are strong 1. Global Supply and demand is essentially balanced even though N. America and Europe significant weak. GLOBAL CONSUMPTION REMAINS ROBUST!!! 2. Energy Cost up 35% to 80%. 3. Global MEGA TRENDS will continue. America plate products lowest point in decade Europe down 10% from 07. Aerospace, Industry gas turbines comm transports and commer building and construction. SEASONAL SLOW DOWN...European Industrial holidays and N. America automotive shut down. China strenght 20% this yr= 30M tons. BAUXITE RESERVES are needed...Vietnam?? Middle East, Russia, India going strong. HEY AA is making al DRILL PIPE systems for OIL...so AA is a Oil Play. HEY HEY THEY SAID THERE IS SOOOOOO MANY CATERPILLERS IN THE AMAZON..Cat should do good.

7-9-08 transcript 1 star Nymph's Take: Why is it still in business...and yes, they did beat the very low bar that was set. CEO Beall - 7 Analyst. REVENUE decreased 4.3%, 10.3% decline in same store sales BUT THEY GO BUY 36 more resturants!!! Higher margins 19.4 but not as bad as before. Food and labor was not as bad as they thought it would be...gosh I will have to go buy it, kidding. 605M of debt and TOTAL FUNDED DEBT....they admitted that the remodels they did failed and lost customers and .50-.70 eps...check one of Nymphs past reviews of RT that said management has no idea...this makes circuit city look good.