We believe greater flow-through from cost savings and more buybacks would likely help offset any potential shortfalls in the potential revenue upside, in order to hit the EPS target.

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Investors at the Chicago event noted that they are very interested in the potential for quality deal flow, but they continue to have doubts about the end-process so far.

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He looks for companies with under-recognized growth potential, and places heavy emphasis on their ability to generate free cash flow and raise prices.

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