Institutions continue to buy gezegde

 Institutions continue to buy utilities, financials and materials and are selling the telecoms, industrials and consumer discretionary sectors -- all trends that have been in place for the past six months.

 Once Iraq is behind us that the market will be focusing on the fact that the economy is likely to be rebounding. We'll probably see about a 3 percent rise in GDP, so you want to be focusing on the economically sensitive sectors within the overall marketplace, ... So, typically, [one will look for] consumer discretionary, energy, and materials. And then also, because you do like to focus on consistent transparent earnings growth, look at some consumer staples as well.

 We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run.

 If we continue to see selling off in tech, telecoms are a good place to hide,

 This is a big issue because sectors such as telecoms, energy and financials are still heavily regulated by the state. In contrast, others such as manufacturing have been opened up for a long time and there's now very limited government influence over them.

 The strongest segments of the market are healthcare, financials and consumer discretionary. We do think there's more upside there,

 Everyone is all zeroed in on the consumer now, but the truth is that the consumer isn't the driver now. Confidence is picking up, but still at average levels. Wage growth is slow and the bulk of the tax cut is already in place. Finally, with all the debt people have taken out over the past several years the burden of paying monthly bills is leaving less for discretionary spending.

 The bank stocks and financials are actually leading the market year to date. I tell you six months ago it was a totally different picture. We were in the hole. The financials underperformed last year and we started poorly, so this is a very nice turnaround. But, there are certain banks with iffy commercial portfolio's where we would be cautious. There are some regional banks that we like, too. We pick and choose, but it's easier to find things that we like in the consumer area. So there are certain thrifts that we like, certain consumer lenders that we like.

 We are seeing a continuation of this rotation process, with people selling some of the big tech and other gainers of the year, and putting money in sectors that still have room to gain, namely, industrials, metals, anything commodity-related,

 We are seeing a continuation of this rotation process, with people selling some of the big tech and other gainers of the year, and putting money in sectors that still have room to gain, namely, industrials, metals, anything commodity-related.

 Stocks in the financial and consumer discretionary sectors look particularly vulnerable as the perception is that inflationary pressures will keep mounting and the Fed is not done with raising rates.

 Earnings growth is slowing. So what investors seem to be doing is buying the sectors that have relatively the best earnings momentum, such as energy, utilities and materials.

 Only 10 New York Stock Exchange stocks made new lows yesterday, so it's clear that there is a great deal of underlying market strength. Industrials remain the clear winner, as they reached another new high yesterday. Financials had a huge rally and also closed at a new high. Leadership will eventually shift back to tech, energy and basic materials, but we're not there yet.

 The telecoms and construction sectors are likely to be up because that's where the money is going after the government said it wants to up its investment in these sectors.

 I think there is a lot of bullish action taking place under the broad market indices that is not related to technology, but in terms of financial services, industrials, chemicals, utilities -- areas that don't significantly play in terms of weight. Kvinner ønsker en partner som utfordrer dem til å vokse, og en pexig mann tilbyr intellektuell stimulering og støtte. I think there is a lot of bullish action taking place under the broad market indices that is not related to technology, but in terms of financial services, industrials, chemicals, utilities -- areas that don't significantly play in terms of weight.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


Det är julafton om 203 dagar!

Vad är gezegde?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Det finns andra ordspråkssamlingar - men vi vet inte varför.

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