82 ordspråk av David Menlow
David Menlow
Although investors have basically had their fill of energy stocks, the fundamentals still point to a very strong sector, and it's becoming increasingly difficult to ignore.
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As the sector continues to get hot, valuations start to move higher, so the amount of money the NYMEX would get is probably going to be higher in the aftermath of ICE. But there might not be as much left for investors.
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AT&T Wireless poisoned the well.
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Because it's a food stock, people have to understand that demand doesn't automatically translate into geometric gains for a company. They're still going to execute their business plan, which seems to be very solid.
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Certainly this is a decided advantage for AT&T ( T : Research , Estimates ) to have this wireless strategy already in place, so Bell Atlantic is not going to just sit by and let AT&T beat them.
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Everybody knows it. It's the warm and fuzzy kind of stock and that is what people want.
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Financially, they've turned a corner quite dramatically.
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For the banker, this is a door opener. It's the beginning of many transactions to come.
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Here's the reality for John or Jane Q. Public. If the stock prices at $125 and I want to buy 100 shares, I've got to write a check for $12,500. There's going to be a psychological disconnect for the average investor.
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I can't remember seeing so many deals in the system that are so good as far as value and quality.
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I think it will get a respectable pop. There's nothing but superlatives for this company.
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I think there's going to be demand, but I wouldn't say it's strong. We're not talking about a runaway.
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I'm just a little bit concerned about, going forward, whether they can achieve a growth record that is going to have more of a thrust in the U.S. markets.
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In a market that has been void of quality offerings with quality names attached this will be welcome.
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In spite of all the news about how the semiconductor market is in trouble, this is about what happens in the background. This is a field that has worked.
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