36 ordspråk av Liz Miller

Liz Miller

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 It's not good news. Both sides of it -- productivity not as strong as we hoped for and labor costs finally starting to show some of that pressure we all thought was out there. For so long, we would sort of breathe a sigh of relief, but this tells us there's a lot of wage pressure in that tight market.

 It's really been surprising, ... that in the early part of the year, the stock market was able to shrug off some of the interest rate moves on the bond market. Clearly that's no longer the case. ... We've had some great winners for years and the tough thing is to tell investors it's time to step away from some of those. Those rich valuations are now at risk.

 It's the time to look at some of the blue chips that have languished a little bit. They have not been hit as bad as technology. But valuations look pretty attractive,

 Medtronic I think is a great way to play sort of everyone getting older, as they say, the aging baby boom. They have a new product out that was approved last winter. It does two different things. An implantable device, and I'm not sure I'd explain it all well enough, but it's the next generation from the old pacemakers. And they have just over the past week implanted that for the first time in a patient and that's a whole great new product cycle about to start.

 Merck, too, is down on recent news, down in this case from around 85, ... You keep hearing a little bit of concern about their patent expirations over the next two years. Those are very real. But most of analysts say their drug pipeline is pretty solid and their earnings are project to be some 15-to-18 percent for the next couple of years. This is a great investment with which to balance out your high-tech holdings.

 One thing we are seeing is decent review in spending. The defense sector is definitely benefiting from that. Their business is improving, their stocks are doing well. My favorite is General Dynamics.

 Railroads tend to do well as the economy starts picking up. Just think about it as, the more we all start buying and more businesses start having a better top line, they're going to ship more goods and the transport companies are a beneficiary of that, ... They've done well, pretty well, I should say, so far this year. A little bit of a pull-back, but I think they'll do even better as volumes pick up with the economy.

 Similarly, I think beverages have been a great place to be. Pepsi has been doing everything right lately and I think that's a good place to put some new money if people are unsure during these earnings seasons where to go, ... Stable business, great snack food and now the latest media is telling us they're going to really do great in water -- bottled water.

 Speaker
for the Dead made me want to be a writer.

 The unemployment data says things may not have turned around yet and the retail sales support this. The second-half recovery is clearly not here, so investors are looking ahead for something to compel them.

 There's no question that the strength we continue to see in the economy is driven by the consumer, ... Consumers are spending. We like the luxury end because in many ways it is more insulated.

 They all will benefit from more kids in school,

 We expect the fourth quarter to be pretty dismal, and the first six months of 2002 could be unexciting. Then it picks up from there. On a comparative basis, it'll look nicer than this year. I think we'll be up high single to a low double digits.

 We just don't have a good catalyst in these last few days to end us on an up note, ... The latest excuse is focused again on any military action in Iraq -- but certainly that's not new news and some portion of that should be discounted in this market. So, it's just these rival shots from different corporations -- today we get a little bit of better news.

 We just don't have a good catalyst in these last few days to end us on an up note. The latest excuse is focused again on any military action in Iraq -- but certainly that's not new news and some portion of that should be discounted in this market. So, it's just these rival shots from different corporations -- today we get a little bit of better news.


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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.



Det är julafton om 2 dagar!

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




Du är aldrig ensam med en schysst ordspråkssamling.

www.livet.se/proverb