The best companies are able to realize earnings in cash, not through calculations that belong in fantasyland.

The best companies are able to realize earnings in cash, not through calculations that belong in fantasyland,

You have an earnings penalty and a cash benefit, neither of which is overwhelming.

The catalyst for the upside is that these companies really need to start beating earnings estimates. Cash is king, and I think patience is important now.

We need to be able to get them the cash they need to be able to live and survive, even in the near term, because many of these folks live paycheck to paycheck, ... The Early Show.

It's important to me only as a surrogate to cash flow and earnings per share.