Last month Andrew Brian, Darwen (DHP) chief executive, explained how he planned to shake up bus manufacturing and create a range of hybrid diesel-electric buses, but there are a couple of surprises in the detail now he's putting the acquisition of rival bus manufacturer Optare to shareholders.
With a suite of strongly growing brands like Country Life, Clover, Utterly Butterly, Frijj drinks and Cathedral Cheddar and its less profitable but nevertheless essential milk distribution business you might expect Dairy Crest (DCG) to be immune to a faltering economy, for no better reason than the old 'you've got to eat' argument.
In fact, Dairy Crest investors have the jitters just like the rest of us.
...And get him to call you back. The best way to check you understand how a company makes money is to call its financial director, yet for some reason most investors are too shy!
In fact we're not just shy, some of us are down right sceptical.
If you're a regular reader of this blog, I hope you've noticed I've approached each company as an investor, not a journalist. In fact I've used the same method I use when evaluating companies for my own portfolio.