130 ordspråk av David Katz

David Katz

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At some point corporate profits are going to slow down, but the environment right now is very, very good. You have inflation that is very tame, you have interest rates -- even though they've gone up a little bit and might even go up a little bit more -- that are still fairly low, and you have corporate earnings that are coming in nicely, and even if they slow down, multiples aren't way out of line.

Shaw Group reinvented itself over the last year and, as a result, their earnings (per share) are going to go from about 95 cents last year to about $1.40 to $1.50 this year and then another 10 or 15 percent growth next year. We don't think the market has fully perceived how good business really is.

We would try not to trade on a day-to-day basis. If you do that, you're going to lose your hat. We would take a 6-18 month time horizon. Try to find good businesses, reasonable prices. Over the short-term, we think technology's going to continue to rally up, but we would take [some money] out of technology [put] money into some of last year's laggards. The pharmaceutical companies are good businesses, good prices. The financial companies, banks have been maimed last year.

We expect the whole year to be very volatile. When the market's excited and upbeat, it goes up a few percents, and when they get concerned about things like earnings, they'll go down. At this point, we'd probably think we're in the middle of a trading range. We think at the end of the day the market is going to be up maybe 10 or 15 percent for the year. Expect wild volatility along the way.

Today we got preliminary signs that the worst may be behind us. Usually a bounce in technology usually happens about six months ahead of convincing evidence of a market recovery. We're getting a rally in techs and good news on the economy. I think we may be seeing a classic market recovery ahead of an economic recovery.

Citigroup consistently demonstrates that its global franchise can deliver on many fronts.

It's a way of peddling soda to the health-conscious crowd.

There is a concern over commoditization of a Marriott versus a Hilton versus a Sheraton. They are clearly making efforts to try and differentiate themselves.

Clearly the market is giving this a thumb's up. Steve Jobs would have a huge vested interest in making Disney successful.

Happily it's a new Disney. They have a new CEO and one of the good things he's done is mend a lot of bridges.

You had GE and Citigroup with uninspiring news, and higher oil prices. We think after today's sell-off, sensibility will win the day.

A big part of the story from this point is what the future holds for them. They just have more work to do and more growth to pursue through this acquisition than the other large-cap names.

The quarter included some items that ... were unusually high. It was really the core that we were expecting to generate the earnings, not the side items.

It makes for a challenging forecasting environment.

He's walking a delicate line in balancing the different constituencies, but so far he's done everything right.

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