CFO说

Rogers CFO, Tony Staffieri

Rogers Communications is considering selling assets to free up capital for other investments. Rogers plans to increase investments in its wireless network as part of a plan to capture a surge in data use. The company has been a longtime investor in Cogeco. “There were some strategic benefits that we had hoped for with Cogeco and those seem to be further and further away,” Staffieri said. “As we think about an environment where interest rates start to go up and compare it to the yield that we’re getting on the asset today, we think there’s probably better use for that capital.”

罗杰斯通讯公司正考虑出售资产，利用腾出的资金进行其他投资。为了获取使用量激增的数据，罗杰斯计划增加对无线网络的投资。此外，该公司一直是加拿大电信Cogeco公司的长期投资者。对此，CFO Tony Staffieri解释说，“我们曾希望Cogeco能为公司带来战略上的利益，但目前看这些利益似乎越来越不可能实现。在利率开始上升的背景下，再来审视我们今天的资产收益率时，我们认为这笔资金应该有其他更好的用途。”

Ulta Beauty CFO, Scott Settersten

Ulta Beauty is trying to maintain a foothold in online merchandising even as it seeks to expand its core bricks-and-mortar business. Settersten focuses on the company’s investment in what he calls “normal growth drivers” — building new stores, developing the company’s loyalty programs, and offering seasonal discounts. But “there are also a lot of other things that are churning in the background,” he says. Those include new investments in artificial intelligence,web applications, and digitalization. “There are a lot of [technologies] you can invest in, but you need to be as sure as you can be of what really might benefit your customers in the long-term.”

尽管Ulta美国美妆连锁零售商Ulta Beauty在寻求扩大其核心的实体业务，但仍试图在网上营销中站稳脚跟。 CFO Scott Settersten表示，会更多关注公司的“正常增长驱动”的投资——建立新店面、发展公司的忠诚度计划，以及提供季节性折扣。但他同时说，“公司也在酝酿其他动作，包括对人工智能、网络应用和数字化的投资。可以投资的技术很多，但你要确定的是，只有那些在长期内对客户真正有好处的才值得投资。”

YRC Worldwide CFO, Stephanie Fisher

Crucial to the company in 2018 are the investments it’s making in “revenue equipment” — tractors and trailers — and software that optimizes the routes drivers take to pick up and deliver freight. They offer greater bang for the buck than debt paydowns, despite heavy interest payments on the loans. “Someone at our investor conference asked us, ‘If someone gave you $500 million, what would you do with it?’ We immediately said we’d invest in revenue equipment,” says Fisher.

耶路全球物流公司YRC Worldwide CFO, Stephanie Fisher谈到，2018年对公司至关重要的投资是用于拖拉机和拖车等设备的采购，以及能够优化司机收取和运送货物路线的软件开发方面。 Stephanie Fisher表示，尽管要支付高额的贷款利息，但这些投资带来更大的收益远高于债务的偿还。“在投资者会议上，有人问我们‘如果有人给你们5亿美元，你们会怎么做？’我们马上说，我们会投资于能带来收益的设备。”