I've liked financials -- I think I have a terminal love affair with financials. They're very cheap stocks and I think you have a great decade coming at you with the baby boomers hitting retirement, |
I've liked financials -- I think I have a terminal love affair with financials. They're very cheap stocks and I think you have a great decade coming at you with the baby boomers hitting retirement. |
If I had to pick a number, I'd say probably around 5600, |
If I had to pick a number, I'd say probably around 5600. |
If you go back and look at this century -- I guess there have been twenty-three presidential elections -- in the six months leading into those elections, there's never been a bad stock market. |
it seems pretty good. |
It seems to me we've almost reached the stage where no matter what he says is probably going to be viewed positively, |
It was clearly wrong to assume that this would be a walkover, ... but now I think the market is being a bit too pessimistic. |
It would boost confidence in the overall equity market. The best statement a management can make that it believes in itself is for it to take the company away from you. |
It's a grown ups market that looks hard at the fundamentals -- the difference between making and not making a number are so enormous. |
It's a very cheap company in the sense that if you look at multiples on both sales and earnings, it's slightly less than a market multiple, ... For 40 years this company's been near the cutting edge of technology. And more than any other technology company, you're seeing acceleration in earnings. |
It's going to be very interesting. Tomorrow will depend on the number. If it is good, I think the bond market (yields) wants to go lower. |
Next week promises to be a very slow week as people begin to anticipate the Christmas holiday. The key will be the lack of any bad earnings news. The market probably tends to trend higher. |
Now, we don't know for sure he is, but the leads strongly suggest he is. |
Our aim is to have a seamless system allowing goods produced in a factory to move quickly and securely across the border, |