63 ordspråk av Phil Dow

Phil Dow

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We're trying to take advantage of value where we can see it, and there are some obvious places. Computer Associates ( CA : Research , Estimates ) is the third-largest independent software company. It trades at a P/E multiple on forward earnings. It's about a third of Microsoft's today. It's growing at about 16, 17 percent, trades for about 13 times earnings. We think it's a very attractive asset. We think it's a great one and could go up as much as 30, 40 percent in the coming year.

Hopefully we'll see the economy slowing down by the summer and technology will take off.

I think if you're looking for immediate gratification, there's probably no place that's real safe to buy,

Bit by bit we are seeing the pieces of the economic mosaic come together that could support a sustained stock market rally, at least in the short term ... But in the longer term, there are still significant questions, no doubt about it.

You've got some pretty learned people right now predicting a Fed pause.

But he (Fed chairman Alan Greenspan) also said they're still worried and they're not through tightening.

Rebuilding in the Gulf Coast will be a major focus following the destruction caused by hurricanes in the region. This is yet another demonstration of how resilient the economy has been since Sept. 11, 2001.

We're at the tenderloin of the earnings season and you are going to see powerful earnings reports from a lot of companies this week, and I think while we have got economic reports, earnings are going to be the focal point of the market right now, ... I think one feature that we've not talked a lot about is just the sentiment on the part of professional money managers. They have had to be kind of tentative the past two or three months with the Fed hiking. My guess is the one move they can't miss is a big up move here, and I think you could have a train-leaving-the-station kind of rally as institutions come into this marketplace.

Anadarko is down relatively dramatically in the recent week, ... For value, we think the best name in the group is Chieftain International.

Guidant may see three to six months of tough competitive environment with competitors coming out with innovation, but after that we think they're going to really lead the marketplace with innovation,

We think Nokia is clearly going to be the leader in handsets, ... And we think they've got a great shot at infrastructure as well.

We like Waters Corporation, ... It's a company that specializes in equipment for biotech research, great balance sheet, firm fundamentals. In financials, we would throw in Wells Fargo, TCF Financial Corporation, and Citigroup.

This could be one of the more important positive tailwinds for the market,

If we have a series of big moves up, that would be a shock to the system, ... but, considering where are from a historical perspective, they could go up more gradually and not be a terrible headwind for the market.

These software warnings have got people thinking that companies aren't spending their wads of cash, ... There may have been some unrealistic expectations, so I'm waiting to see how the rest of the tech sector does.

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