As a result, we now have a more realistic estimate of their earnings power.
The big restatements "make you wonder what the underlying earnings power of this company is," he said.
We know how to analyze these companies when their earnings power starts to turn.
Some analysts say the earnings power of the combined company may be even greater.
What you have is a threat to earnings power in that part of the world.
We see earnings power of about $1 a share.
But is that measure the real sustainable earnings power of the equity?
The trouble is that buyers of such coverage are mortgaging their future earnings power.
"We can build this company to strong earnings power."
"The company still suffers from a lack of earnings power," he said, noting that loans are not increasing.