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$TMO 2Q15 Call: Great progress on the revenue synergies in Q2. Expect the revenue synergies to ramp up as the year unfolds. We’re $25MM halfway point, which puts us right on track to meet or exceed $60MM in revenue synergies for the full year. Expect to deliver $130MM of cost synergies in 2015, a $5MM increase over what we discussed last quarter.
Visa ($V) set to release it earning after market close today. With new CEO resigning so close to the earnings, should we expect to see any surprises? Visa has been making strong moves with Visa Europe acquisition, partnership with PayPal and a 15% increase if quarterly dividends.
Kimberly Clark Corp ($KMB) has been in decline for most of the year, the stock has also not been getting any analyst love. Will today’s earnings break the trend? Revenue has been up and down in the last four quarters, let us see what this quarter brings.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.