36 ordspråk av Liz Miller

Liz Miller

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As it starts getting into its next product cycle, that may be an opportunity,

I'm very concerned about the bond market. I think we have money supply at double-digit growth for a couple of years -- that ultimately has historically led to inflation. I see through the next few months a chance that the bond market (will attempt to) nudge the Fed (to raise rates) again.

It's about to be spun off by its parent Harcourt General, becoming another pure luxury play, ... And at that point, I think it will be a very interesting stock.

It's not good news. Both sides of it -- productivity not as strong as we hoped for and labor costs finally starting to show some of that pressure we all thought was out there. For so long, we would sort of breathe a sigh of relief, but this tells us there's a lot of wage pressure in that tight market.

We're going to be looking for further evidence that it is a tight (labor) market, ... Or there has been some release on that pressure, but I think today's numbers tell us we had better expect the worst.

And it's really going to be bad going into the end of the month. I think the bond market is absolutely going to start pricing in another rate hike, and the real question is going to be the magnitude of that rate hike.

It's really been surprising, ... that in the early part of the year, the stock market was able to shrug off some of the interest rate moves on the bond market. Clearly that's no longer the case. ... We've had some great winners for years and the tough thing is to tell investors it's time to step away from some of those. Those rich valuations are now at risk.

I think the first word of caution is; It's not the kind of market where you need to jump in immediately on these downs. We've trained investors so much over the past decade and a half: Buy the dip, buy the dip.

We know companies are going to tell us they have no visibility ? they don't know when it's going to get better. Everyone knows its bad so it's in the market. The big question mark is still going to be the economy.

It's the time to look at some of the blue chips that have languished a little bit. They have not been hit as bad as technology. But valuations look pretty attractive,

We like Devon Energy and Louis Dreyfus, ... Both good companies benefiting from natural gas pricing and from supply and demand issues.

One thing we are seeing is decent review in spending. The defense sector is definitely benefiting from that. Their business is improving, their stocks are doing well. My favorite is General Dynamics.

The unemployment data says things may not have turned around yet and the retail sales support this. The second-half recovery is clearly not here, so investors are looking ahead for something to compel them.

When there is some fear about accounting and growth and the economy, food stocks are a decent place to be, ... This company has been through a bit of a restructuring the last couple of years. Management is doing a great job. The company is improving and people are buying chocolate. So, what a great week to buy it.

Similarly, I think beverages have been a great place to be. Pepsi has been doing everything right lately and I think that's a good place to put some new money if people are unsure during these earnings seasons where to go, ... Stable business, great snack food and now the latest media is telling us they're going to really do great in water -- bottled water.

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