It has turned itself into a more rational market -- earnings are important and top line growth is important. Stocks have to prove themselves and many of them are not passing muster. There's no need to be a hero and step in front of earnings. |
It is a market looking at the future. |
It is just an affirmation that the Nasdaq represents the growth sector of the investment universe. That is where much money is being put to work the last month. |
It is profit warnings and it's taking down more of the market than it probably should. The profit warnings are very specific to stocks that have not been performing well anyway. |
It is quite astounding. One week revenue-based companies are forbidden (psychologically) from investors' minds and one week later, as interest rate (fears) return, technology (stock) is the place to be because they are less affected. |
It looks like everything but tech is the name of the game. We have a continuing rotation away from technology. People are absolutely concerned about valuations in technology and it is shown again in the Dell report. |
It was a little better than a typical September, but it didn't provide any big positive surprises. |
It was exactly what Wall Street thought, ... The wording was exact -- no hike, sees inflation risk ahead, recent data shows moderating slowdown is still tentative and preliminary, and leaves open (a) rate hike in August. |
It was exactly what Wall Street thought. The wording was exact -- no hike, sees inflation risk ahead, recent data shows moderating slowdown is still tentative and preliminary, and leaves open (a) rate hike in August. |
It was unanimous we'd have a year-end rally until the yield curve inverted. We wanted to close the market on a high note this year, but now we're worried that the 2006 market will have to deal with this. The next Federal Reserve meeting will be extremely critical. We have to hope this isn't predictive of a recession or a slowing economy. |
It will be interesting to see how quickly the market goes to worrying about what the Fed will do in August. We've just seen one month's statistics showing the economy is slowing. |
It's a consumer company that sells personal care items, ... At 11 times earnings, I think it is too cheap to be ignored. I think it is a $15 stock. |
It's a great business model that's being developed here. |
It's a transition market. I think (last week) indicated the willingness to look forward at the upside of the story. There isn't a lone voice expressing positive attitudes toward technology but this week indicated the ability of the market to look forward. |
It's a very tough environment for technology. There's no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that. |