31 ordspråk av Christine Callies
Christine Callies
Bad news can be good news for equities if the bad news causes the Fed to cut aggressively.
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Economic data is going to push the market back and forth.
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For instance, I think conglomerates such as Philip Morris (are) a cash cow, ... The stock is doing quite nicely, holding up around near the higher end of the trading level here.
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In Nasdaq, we've been in a confused bear market for a while. The background environment, particularly in the economy, is not as bad as people think.
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It really isn't a beauty contest between big-cap and small-cap stocks that the small caps eventually win,
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It very often doesn't take off right away,
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It's a matter of [an investor's] expertise and time constraints.
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It's difficult to sell any paper right now unless it's of the highest quality.
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Most of the essential catalysts for a significant rebound in share prices are present.
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People aren't going to take any position ahead of the elections.
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Sales volumes in the tech sector might be erratic... it's nothing serious, but just not as bullish as people would like,
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Since the ability to refinance or restructure debt is one of the incremental drivers of a profit trough, the importance of this policy change cannot be overemphasized,
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Since the ability to refinance or restructure debt is one of the incremental drivers of a profit trough, the importance of this policy change cannot be overemphasized.
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Tax cuts would probably flow directly into corporate profits. Companies are lean and mean today, compared with where they were ten years ago and if the economy is going to be stimulated by either tax cuts or new spending, I would prefer tax cuts. I would prefer the approach that is more profit friendly so I guess that means I don't prefer Al Gore's approach.
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The election is a minor uncertainty that the market would like to get out of the way. Over the next couple of months I do expect stock prices will be better. I think corporate profits will turn out to be OK and the market will view some of the tensions and anxieties of the third and fourth quarter as a bit of overkill.
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