[Of course, that message seems to be falling on deaf ears with investors.] Everyone is building in a perfect world growth story, ... But investors may be overly optimistic about the first quarter. |
[Todd Campbell, president of Watchdog Research, an independent research firm, is one.] Never underestimate the mania of the market, ... It's absolutely possible. |
A lot of tech stocks that were 'Steady Eddies' were not subject to hype. They were boring stocks. But those stocks had strong top- and bottom-line growth. |
Anything that lays an egg on the ground or in the ground is at risk. They love eggs. |
As long as Amazon is showing continued strength on the top and bottom line and the overall market is picking up momentum, this stock will participate in the rally, |
Even if the Fed raises rates, and I think they will raise 50 to 75 basis points between now and January, you are still talking about dirt cheap rates to borrow. |
Gold has had big moves but overall the outlook still looks favorable. It's an under-owned investment class and there is a lot of political instability that would fuel gold. |
Historically, growth in revenue and earnings has been what has driven growth in chip stock prices, ... You may get disconnects for short periods of time. But the semiconductor business still remains strong. |
Historically, growth in revenue and earnings has been what has driven growth in chip stock prices. You may get disconnects for short periods of time. But the semiconductor business still remains strong. |
I am not being an alarmist but these things get really large, ... They are really intelligent. They can find bird rookeries. And they can remember from year to year where to go back. |
I am not being an alarmist but these things get really large. They are really intelligent. They can find bird rookeries. And they can remember from year to year where to go back. |
I think people will be supportive of this. It's a matter of health. It's important we're doing it right. |
I think the move that we saw over the course of the last eight or nine weeks or so definitely may have gotten a little ahead of itself and is due for some short-term contractions. Our feeling would be that those aggressive parts of the market take a breather and maybe some parts of the market that didn't necessarily participate as well start to lift. |
I wasn't a Tennessee fan growing up. When you grow up in Kentucky, you're a diehard Kentucky fan. I've been converted. |
I wouldn't be a brand new buyer of most companies, ... But old money should keep riding the wave. Don't get off the moving bus until it stops. |