45 ordspråk av Tobias Levkovich

Tobias Levkovich

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GDP leads earnings by two quarters. Earnings lead capital spending by two quarters. So GDP leads capital spending by four quarters. We shouldn't hear that things are getting better until the fourth quarter at the earliest,

Earnings do look as if they are about to start turning. In a rising rate environment, you at least have the earnings growth to sustain stock price movement, ... Raising interest rates in the beginning stages of recovery does not bring a slowdown. Raising rates in the latter stages of recovery is a different story.

We do not think that investors have given up on the equity markets and we remain bullish over the next few months, ... the beginnings of an economic tailwind, the probability of needed incremental upward earnings revisions, reasonable valuation and relatively strong degrees of skepticism amongst investors we talk to.

The market is always anticipatory and the market always felt this was somewhat biased (from the start),

The investment community currently seems to be gleaning more of its market insight from the headlines scrolling across CNN and Fox news Channel than from underlying business fundamentals,

The investment community currently seems to be gleaning more of its market insight from the headlines scrolling across CNN and Fox news Channel than from underlying business fundamentals.

In a strange way, the skeptics are keeping us bullish. When they concede defeat, there will no longer be a 'wall of worry' to surmount.

The market is always anticipatory and the market always felt this was somewhat biased (from the start).

Earnings do look as if they are about to start turning. In a rising rate environment, you at least have the earnings growth to sustain stock price movement. Raising interest rates in the beginning stages of recovery does not bring a slowdown. Raising rates in the latter stages of recovery is a different story.

The Fed has worked too hard to reinvigorate the economy after a series of shocks, in our opinion, to drive everything back down.

There could be a hiccup at the beginning of the year, but we would look at that as a buying opportunity.

Our overall 2006 bullishness remains intact, as an attractive buying opportunity is being set up.

Simply chasing the momentum is something that we are particularly uncomfortable doing since it smacks of the same mistakes that were made in 2000 when investors felt that they had to be in dot-com names to participate in the new economy paradigm.

Two of the more intriguing opportunities come from the biotech area, which often have events that drive their stock prices.

If bond yields start to come down, there's a better story for the regional banks and for banks -- period.

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