Schwab is likely banking on a market recovery and boosts to hedge funds in the mutual fund shakeout. And hedge funds trade the three drivers of the economy -- tech, health care and financial -- more actively. |
Short interest is so high because people have been successful this year shorting at the upper end of ranges, |
Tech earnings are improving, and the reality is that stock prices always move ahead of fundamentals. That's what they do. They are predictive instruments, |
The bear market has made analysts gun-shy about being aggressive on earnings estimates. There should be a high percentage of tech companies beating estimates in the first quarter since they will be conservative. |
The chip sector is one area where people might be getting overly pessimistic. A lot of damage has already been priced in and if there is any strength in the economy in 2005 these stocks should do well, |
The greatest mistake that people have made over the past three-to-six months regarding tech stocks is failing to listen to what the market is telling them, |
The market feels a little tired. It's been up late at night and it needs to take a little rest. |
The most oversold heavily shorted tech stocks are leading the group higher. To me, that's not a sign of a healthy rebound, ... What I want to see are the strongest stocks showing big volume and rising. Few are doing that. |
The reality of the marketplace is that markets are made of buyers and sellers. Stocks go up and stocks go down, |
These stocks will find their footing, ... The market is trading on emotion and I have a feeling we will get a snap back rally and move up in large cap techs in short order. |
These stocks will find their footing. The market is trading on emotion and I have a feeling we will get a snap back rally and move up in large cap techs in short order. |
This is different than the bubbles of biotech and the Internet. The fact is oil is a natural resource so there are capacity constraints that could keep prices relatively high. |
We have a blue-light special on tech stocks in aisle 5. At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices. |
Without a doubt this is going to be a have and have-not market. You are going to have to be selective in what you buy. |
Without a doubt, poker is driving U.S. tourists to Las Vegas, Atlantic City and river boats. A safer bet, pun intended, is to invest in actual casinos. |