226 ordspråk av John Hughes

John Hughes

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Most of the roofs in the district were replaced with metal, so you stop much of the water infiltration, ... We also do biannual base line air-quality checks in our campuses. Our policy also is that we will not go back with carpets.

There's been this trend for several weeks of rallying in the morning and then fizzing out, and that's what we're seeing today, ... There's no clear direction sector-wise, it's really a stock-by-stock basis and stocks may have gotten a little ahead of themselves.

We're in a bit of a downtrend right now. There's a bit of a negative pattern technically and fundamentally. But we rarely follow through on these dips downward, ... This is a constructive process we're going through as we're working things out. It's a positive thing.

We're in a seasonal period that can be kind of choppy, ... Add to that yesterday's Fed rate hike and the options expirations, and you can see this kind of movement.

You've got an extension of the end of December gains, and I think we can build on that for the short term, ... The one caveat is that we're getting overbought and there could be a little profit taking or some flat trading later in the month.

Cisco is going to be important for techs,

The Home Depot thing is really not new news, ... Is it surprising that a retailer had a bad holiday season? Not really. The market is actually doing OK today.

We are seeing money leave anything that's not technology, biotech or telecom and shifting into those very groups,

HMOs have had a great year very quietly. They're up about 47 percent on the year. And recently they've gotten a little bit beaten up because, if you listen to Mr. Gore's speech on Thursday, it would concern anybody that owned them. They are up a lot, we still like the group, (and) we selected medical group as a whole,

We think it will add to [Newell's] earnings for fiscal 2001,

The market had discounted this (election) news so we had a little profit taking,

Hillenbrand Industries does hospital beds and caskets. So it's vertical integration, as we like to say, ... It's one of these forgotten names -- I shouldn't say forgotten, but less-known names. They've done very well in the first quarter. In our personal portfolio, it's been one of our best picks. Again, it's a name that's not a household name. Not many people want to talk about that stuff -- it's not an exciting business -- but it's a stock that's done very well, [and is] probably going to be a value play, a defensive type play.

The likely scenario is that we'll wear down even more by the end of the day, and that's actually the best thing that could happen, ... A slight pop by the end of the day won't move us out of this range. You want it to get down enough that the sellers get flushed out and we set a tradable low, then maybe you can see a summer rally.

After WorldCom, Qwest and everything else, the market is having a 'When will this end?' and 'Which company is next?' reaction, ... So even though this isn't exactly a surprise, it shakes investor confidence even more.

We've been in a relatively negative technology environment ever since the August rally ended, ... Today's drop is a follow-through on more bad news. Also, the developments on Iraq and deflationary concerns in the economic are in the background.

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