We'll get a better handle about how can this company, in a non-growth environment ,can grow at an above-average rate,

Aerospace is a growth industry in a very favorable economic environment, and EADS is benefiting from that. The company has a very strong order book going forward.

I hardly expect to have any surprises. The surprise will come from GE helping people understand what can be done and will be done in the future. Instead of telling you a bunch of random numbers, we in fact may have ability to build a relevant quarterly earnings model.

GE's near-term and long-term outlook now appears the best it has been in almost a decade.

We think the company is facing a challenging environment in which both of its major competitors -- Kroger and Safeway -- have made substantial improvements in price and quality. Albertson's must proceed with asset sales and use the proceeds to improve its store base and/or balance sheet.

The company benefited from a good market environment. It's another good set of earnings.