88 ordspråk av Brett Gallagher

Brett Gallagher

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As we kick off earnings season, it's going to be important what these companies are saying. Estimates are down so low, that if companies keep disappointing, markets are gonna have a big hurdle to overcome.

Had they won, the upside would be significantly greater than the downside we're seeing . . . .

I think it's extremely important for U.S. investors to get this idea. It's slowly becoming more mainstream. As the world has become more global, it's more important to get best-in-class, and the only way you'll do that is to compare companies globally.

It continues to be a tug of war with all of the uncertainty going on with respect to the Middle East,

We're going to see a lot of revisions down as we go on through the year. Expectations are high.

[While that tendency is still there,] the one positive for the market this year is the monetary and fiscal stimulus that is in the pipeline, ... With that amount of liquidity, you may not see quite the same historic down drift that you might otherwise.

Our general view is that the market is very overbought and will go down, but that could be delayed somewhat, ... In the very near term, I hesitate to bet against the market when you've got this much stimulus.

GAAP is the most honest measure of earnings, ... but the main problem with it is the cyclicality of it.

There's all this emphasis on the next Enron, when that doesn't exist, ... What's more common is a widespread stretching of the standards of accounting, particularly in what companies count as one-time items as opposed to recurring charges.

A lot of the other cyclically sensitive sectors have already run 50-to-100 percent from the September lows. Energy is one sector that's lagged a little bit there and we think there is still some value,

We're focusing more on the drillers and some producers. The services sector I think will follow along a little bit later Anadarko Petroleum is one of our favorites, ... This is a bit of a natural gas play. It's the one company in this sector that can increase their production should prices turn higher. Many others are limited by their ability to continue to pump out further amounts of product. I think Anadarko is vastly undervalued. To get another 30-to-50 percent out of the name over the course of the next 12-to-18 months would not surprise me at all.

There's a general concern about the economy and corporate profits, ... The deals seem to be driven by the ability to reduce costs or create greater synergies of scale, so it's not something that's going to help them meet next quarter's earnings.

It may have taken a little while for (3M and Lexmark) to sink in, ... Lexmark is certainly not a bellwether, but it was one of the stable names in the tech sector.

From a technical standpoint the markets are a little oversold. There's tinder for the fire if the markets pick it up, ... Investors have to reconcile themselves that they're never going to find the bottom.

It's the wildest market I've seen in some time, ... We've gotten to a point where we may get a short-term rally for the next week or two, but beyond that, the market is likely to retest those lows and even go lower. There still isn't much confidence out there. The market crossed back and forth over the breakeven line 18 times today [Friday], which tells you how jittery investors still are.

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