There are a lot of uncertainties out there. |
There could be a little bit of a concern if they come in stronger than expected. |
There's a lot more uncertainty now, ... And we've had 18 months of price advances -- that could just be setting us up for a renewal of the defensiveness the market goes through during the May-Oct. period. |
There's a lot more uncertainty now. And we've had 18 months of price advances -- that could just be setting us up for a renewal of the defensiveness the market goes through during the May-Oct. period. |
These are companies that are going to do very well because they will benefit from the continued strong prices in the underlying commodity. |
These reports are expected to be pretty strong based on July's retail sales figures. |
They recently reported earning where they'd shown that revenues were not as strong as had been anticipated; a lot of that money still comes from your traditional long-distance carrying revenues. However, we like the group longer-term because we believe that, particularly for MCI, they're gravitating more towards the cellular and wireless category, which is the third group in telecom, and that one actually is in a positive camp. |
Usually if you wait for fundamentals to be confirmed, you've waited too long, ... What Enron has done is given people who've dillydallied a chance to get in not too far from where they could have last fall. |
Usually if you wait for fundamentals to be confirmed, you've waited too long. What Enron has done is given people who've dillydallied a chance to get in not too far from where they could have last fall. |
Wall Street won't really respond to it. |
We are really not sure if the economy is continuing to expand or continuing to contract, |
We might have a little further to go on the downside, |
We think investors should own companies like Wal-Mart, like Alberto-Culver and Neighbors Industries because they have good fundamental prospects in a recovering economy, |
We would not be surprised to see investors take a more cautious approach by gravitating toward larger companies with high S&P earnings and dividend quality ranks. |
We would not be surprised to see investors take a more cautious approach by gravitating toward larger companies with high S&P earnings- and dividend-quality ranks. |