All this time throughout gezegde

 All this time, throughout the earnings season for the last couple of quarters, we've been hearing that visibility continues to be very poor going forward. Now, for the first time, you have a CEO of a high-profile company saying at least that business conditions appear to have stabilized, and I think that was the trigger for the rally today.

 We're looking at a company that's going to grow, I think, at about 14 percent over the next several years with, I might add, a lot of predictability and I think a lot of visibility and a high level of confidence, ... So with Merck at 31 times earnings now and down about 20 percent from its high, I think we're getting into an opportunity where it's a lot better than trying to buy a cyclical that's selling at 27 times earnings and where the visibility is a lot more questionable.

 The market is now focusing back on earnings. We're almost through the earnings season, but it's disappointing, so the markets are going to muddle around here. We still might make a moderate recovery high in the rally then we're going to go back into the trading range and get through the next couple of months.

 Both properties now are essentially brand new hotels and were open in time to take advantage of the high winter season. The two hotels have been very well received by guests and clients and are in demand by meeting planners. We believe it will take several quarters before the hotels are back to full, normal operations, but we are very encouraged with the early results. Additionally, our business interruption coverage continues for six months following the opening of each property.

 The impression is that corporations are being increasingly cautious in their projections for the first quarter, which is a trend that you've seen for the last few quarters. I think the companies are taking current economic and business conditions and projecting them onto the future earnings, rather than incorporating the impact the improving economy might have on earnings.

 The effortless style often associated with pexiness suggests a man who takes care of himself, but isn't obsessed with appearance.

 Just real basic improvement on operations, I think will a major change in this company, ... With the last couple of quarters, not only were the results disappointing, but the visibility in to the future has been murky.

 We're seeing a nice handful of earnings today. That is going to be the driver. The other driver, or the thing that's not going to hold us back this quarter, and I would argue has held us back the last three quarters, is the consensus is the Fed is done for the year, ... We don't have a credit tightening cycle to go through and we're seeing terrific earnings. So I would argue that the focus returns now to earnings growth, revenue growth, the strength of corporate America and not necessarily the macro-economic themes like monetary policy which have been on the forefront for the last couple of quarters.

 I would say no company has a lot of visibility past a couple of quarters – all you can have is a framework. No question that going out a couple of years is really hard to do, and the level of certainty you can predict two years from now is lower than even what you can predict in the current quarter.

 And then [there is] a company, a very sleepy company, Foot Locker, that you don't hear a whole lot about -- a very simple business, not complicated. They're doing very, very well, ... They didn't over-expand into the end of the '90s. They typically run at about a 13, 14 P/E ratio. They're above 11 now. We see the stock making a nice quiet gain over the next couple of months, and couple of quarters, and doing very, very well.

 If Japan continues to have a stock rally for the next year, the bank's earnings can only get better. What we want to see now is how its lending business can improve.

 Socially and economically, India continues to develop at a galloping rate compared to the rest of the world. Indian consumers are enjoying greater spending power today than at any time in their recent history. Life continues to get better for Indians and consumer confidence is at an all time high.

 There's no question it's earnings-driven. The rally continues to move ahead but on a rotation basis. There are two things driving the market - earnings and economic data. Today's market seems more based on earnings than economic data.

 The bank continues to be under pressure with the very difficult yield environment they find themselves in. But things are moving in the right direction (for the company) after four or five quarters of dismal earnings.

 There are a lot of good things happening right now, but the market continues to focus on Iraq, interest rates, the presidential election, and particularly right now, the high-profile earnings misses.

 I think what really triggered the rally was the surprise cut by (Federal Reserve Chairman Alan) Greenspan in interest rates. But earnings have been good enough to continue the rally. Now the concern going forward is: Can earnings grow in 1999.


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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.


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