31 ordspråk av Kevin Bannon

Kevin Bannon

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 A lot of companies are kind of pre-announcing uncertain second halves, or disappointing second halves.

 A lot of the economic releases are basically suggesting that economic activity has stopped declining, ... With interest rates coming down and the tax cut in the works, you've got to believe the economy will be expanding.

 After being worried that the economy was too hot and that inflation was coming back, suddenly you have this notion that maybe the economy is a little soft, that maybe the Fed has been a little overzealous.

 Again (with the UPS pick), a lot of the same kind of issues. A company with very, very good quality earnings. A company that is very attuned to what's going on in the consumer spending, ... And a company that has some pro-cyclical elements. We are talking about a pickup in the economy. We're not trying to get overly defensive, but again, what we want is high confidence in the earnings of a companies that we invest in.

 Everyone knows the Fed will raise rates 50 basis points when it's at one time or two time. I think what you want is a Fed that's on the job and this Fed is clearly on the job and I would say they're neither ahead nor behind right now.

 I think financials will be a very, very strong sector, ... You have a tremendous increase in demand out there as the savings rate has to pick up as the baby boomers start confronting retirement.

 I think people are wondering whether the old economy can grow at all these days. The new economy is clearly where the great growth is going to be, but they're underestimating what some of the older companies can do.

 I think some of the sectors that have gotten beaten down the hardest probably offer some of the most promise now. The technology sector clearly, some of the health-care names, more the biotech and technology health-care names than the big pharmaceuticals. But what investors really want to own think are companies with very, very strong top-line growth, and there are very few industries that have those. The old leaders will probably be the new leaders again.

 I think the dollar is due to weaken a little bit. We don't want anything precipitous. The real big winners, I think, of the weakness of the dollar may be some foreign stocks. I think Americans might want to start looking abroad a little bit more.

 I think the economy is stronger than many people have hoped. So that's good news for profits. And the profits were never as bad as I think people may have feared?.

 I think the market is best described as frozen right now. It's not that investors don't want to act, but they just don't see a need to.

 I think, it's going to be very, very hard to get people seriously interested in energy stocks, although you never can say never on Wall Street, ... We would prefer to own some of the drillers, because with oil prices at the this level, it's going to encourage anybody, any country anywhere who might have some oil to look for it. And that will be good for the drillers. We would rather own those than the oil companies themselves.

 If people sense that there's inflation pressure then they worry that the Fed isn't done. The market cares because the Fed cares.

 In an environment where growth is going to be slower, where pricing power is not easier to find, that brings you back, I think, to tech and telecom that have been the leaders of the market. Tech is up these days; telecom is down. There's probably a better area to buy in. And I think that energy is a good area as well,

 In an environment where growth is going to be slower, where pricing power is not easier to find, that brings you back, I think, to tech and telecom that have been the leaders of the market. Tech is up these days; telecom is down. There's probably a better area to buy in. And I think that energy is a good area as well.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Här har vi samlat ordstäv och talesätt i 34 år!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Varför är inte hela Internet såhär?

www.livet.se/proverb