A couple of them are fallen angels, ... BEA Systems, Northrop Grumman -- expect them to right themselves and move forward, as these fundamental economic trends focus on productivity for BEA Systems, [and on] increased defense awareness spending for Northrop Grumman. |
And then you have America Online ( AOL ), which is down more than 30 percent. Obviously the Internet is here to stay, and that's the leading brand on the Web. So I think AOL is a good buy here, too. |
Brazil is a very fluid situation, |
Despite the rise in oil prices, some of the oil stocks haven't done so well, |
Get ready for a turnaround in earnings, ... It's going to come, it's not going to be smooth. |
I think investors should be ready to buy on the dips, particularly in long-term focus areas like technology or health care. |
It has got the broadest product portfolio and the deepest pipeline of any drug stock. |
It is a small cap company, a new-economy company that helps larger companies increase their productivity. Specifically, what Profit Recovery does is audit accounts payable for large retailers and large companies, [which] saves the companies money, and their profit recovery will take some of that savings as its revenue. It's moving into the Internet space to audit online transactions. It's trading at about $30. We've got a target of $50 on this company. |
It seems like they're starting to do that. |
It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past. |
Price will probably end up hooking up with two family members who are unhappy with the board's performance, and will most likely attempt to recommend new directors on the board, |
Price will probably end up hooking up with two family members who are unhappy with the board's performance, and will most likely attempt to recommend new directors on the board. |
Right now investors are paying for earnings growth and they are unwilling to pay almost anything if you don't deliver earnings growth, ... Tenet is up near all-time highs. Maybe you don't pursue that as aggressively as, say, a Costco, which is maybe off 20, 25 percent from its highs. But the focus is on the earnings growth here. |
The Fed is moving to the sidelines, 50 percent of the regional banks businesses as a rule are still related to the direction of interest rates. We think interest rates are headed lower. Capital markets remain very active. Fleet is in that business. They have an investment banking division, too, now. So the shares are quite cheap at about 13, 14 times earnings. |
There's a lot of apprehension heading into the afternoon. If the weakness continues, it could affect stock prices. |