14 ordspråk av Chris Grisanti

Chris Grisanti

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 A big sigh of relief.

 But I wouldn't bet against these guys, they've shown again and again the ability to innovate.

 I still think we're in a consolidation mode. I think you'll see some profit taking still for the next couple of weeks, but then we're in line for a summer rally.

 I think that's a terrific buy right now.

 If AT&T, for example, is any indication, the shareholders have a lot to gain (from this effort). The executives?have the belief that the parts are worth more than the whole. And to get one piece of that sexy Internet business in this kind of a market, they could very well be right.

 Intel and Microsoft, they've been cut in half and they came in really strong. Enough stocks are down far enough that I think we're seeing some value even in technology.

 It's a fairly rare opportunity. It's only once in every 10 years that Microsoft gets this cheap. I just think you've got a great company selling at a third of the price.

 It's an under-followed classy insurance stock.

 Microsoft could very well be the next Microsoft.

 That will surprise the Street and lead to a higher stock price.

 There's some nice symmetry because now we've taken back the 75 basis points Greenspan gave us last year. The Fed has been saying steady as she goes for the last few years if you add it all up, and maybe this is where we will stop.

 This Microsoft news is going to be terrific for all those PC companies that have been taking it on the chin lately -- Intel being one, but Dell and Compaq and others, I think, will certainly benefit today.

 We are still not cheap enough yet. These excess have not worked themselves out yet.

 You're fighting to a stalemate between those people worried about interest rates and high valuations and those people excited about truly good earnings. I think you're going to be in a trading range for most of the summer until some event that we don't yet see takes us out of that - either the Fed stops raising (rates) or there's bad inflation news.



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