Clearly, the focus going forward is going to stay on the macro news to either enforce or dispel the notion that inflation is rising, |
Clearly, the focus going forward is going to stay on the macro news to either enforce or dispel the notion that inflation is rising. |
Competition's going to get a lot more intense, ... We know that one of the biggest products, Viagra, has been a blockbuster drug and there's more competition coming in next year. There's a new drug going to be introduced next year, and that supposedly has a much more effective impact on patients. |
EBay was given no mercy after hours. Followers were very dismayed by the guidance and that clearly was no help for the rest of technology. |
Enron is providing the counterforce right now. It's undermining a number of industries such as utilities, banks, insurance and energy companies. |
Everybody knows the second quarter is going to be miserable but there's a sliver of optimism on the part of investors that would hope that the commentary would be geared toward a better scenario. |
Fears about the next scandal seem to have eased. It's not very exciting, but it's a period where a lack of news is almost good. |
For all we know, the surveys are not accurate, and maybe there is no room for contention. |
For the rest of the month, the focus for the stock market will be on interest rates. |
Fundamentally, I think that many of the reports, from companies like Intel, Apple and IBM do portray a relatively sound tech environment. But people are anxious right now generally. |
I actually think that the markets will be stronger going into the FOMC meeting June 30 and the handoff to the Iraqi council, only because these things are certain now, |
I actually think that the markets will be stronger going into the FOMC meeting June 30 and the handoff to the Iraqi council, only because these things are certain now. |
I also feel very strongly that Procter & Gamble's strategy is not going to be linked only to Procter & Gamble, ... We will see other Dow-type companies that either have some economic sensitivity or a slowing of revenue growth start to announce restructurings. |
I also feel very strongly that Procter & Gamble's strategy is not going to be linked only to Procter & Gamble. We will see other Dow-type companies that either have some economic sensitivity or a slowing of revenue growth start to announce restructurings. |
I believe the group is going to be able to grow at least 8 to 10 percent in the future and I think the S&P earnings are going to slow down to maybe 7 or 8 percent, ... So this group could have actually a premium growth rate and yet a discount to the market that's, at least, 50 percent, if not lower. |