But we do think that employing that panicky investment strategy, scrapping your existing strategy and buying all defensive names is not the way to go. Stay focused with your existing disciplines and not stray from those, |
But we do think that employing that panicky investment strategy, scrapping your existing strategy and buying all defensive names is not the way to go. Stay focused with your existing disciplines and not stray from those. |
How many more attacks? When's the next terrorist activity? |
I think the market is scared by uncertainty and that's what this election is giving us. And the most uncertain sector fundamentally is technology. |
I think the market is taking a step back and assessing what's really going to happen with the stimulus package. |
I think we received some clarity there. I think we are done with the Greenspan hangover. |
I'm quite frankly a little tired after this week. |
The Dow has significantly outperformed the Nasdaq over the last six weeks, as well as the last few sessions, so a little pullback today (Tuesday) is no surprise. |
The market and the economy are still on track. Earnings continue to be pretty strong and valuations remain at pretty reasonable levels. |
The positive consumer confidence could have been a negative. |
There's a very good chance that the market will see some kind of a downward move, but of what magnitude, we're not prepared to say. |
They are still kind of waiting to see the unwinding process that's going to come out of this. |
We also like health-care firm Baxter International as well, ... It's trading at 17 times 2003 numbers. It's quickly becoming an attractive stock after recent pullbacks. |
We believe investors are too focused on the relative rate of change instead of respecting and admiring the absolute growth. We believe the market will continue to grow at a double-digit percentage pace. |
We believe we're in a renewed growth cycle that could last three-to-five years. If you're waiting to jump in, you're going to miss the boat. |