446 ordspråk av Peter Cardillo
Peter Cardillo
All of these crises are getting serious, and what the (U.S.) market is experiencing is a crisis of confidence.
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All of these issues are causing pressure, but they aren't causing us to fall apart because the fundamentals remain strong and the earnings have been good.
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Although we had good earnings from Caterpillar, earnings are becoming less of a focus.
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An undecided consumer simply means that he may soon begin to pull in his spending habits. Two-thirds of the economy is being supported by the consumer.
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Any rally is going to be short lived because someone can say the wrong thing (about earnings).
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Any time Philip Morris ( MO ) comes into some pressure, I like to accumulate it. I think we're looking at a stock that has a lot of value here. I think for investors that want a safe bet, Philip Morris is a great buy.
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Anytime you get an alliance it's good. I think we're going to see more and more strategic deals because it's survival time for a lot of these companies.
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As a result of that, every now and then the market needs to remind investors that Wall Street is not a one way street, and things don't last forever and things don't go up forever. It is quite obvious that the Nasdaq was due for a correction.
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As long as the economy doesn't go into a recession, I think these (smaller) companies will continue to outperform large-cap stocks,
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As long as there is no inflation this is extremely good for the financial markets and also for the bond market. What we saw a couple of weeks ago was a backup due to technical factors rather than any fundamental changes.
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At the end of the quarter you generally see some switching, so now we're seeing some institutions buying blue chips again.
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At these levels, the inflationary impact is not that great. But it could rise.
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Basically it's a buyers' strike and it's a market of individual stocks rather than the market as a whole.
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Basically it's individual stocks outperforming the rest of the market, ... The feeling that the Fed is not going to raise is infiltrating the whole marketplace and what we're now looking at is future earnings, but we're still in that rotation mode.
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Basically it's individual stocks outperforming the rest of the market. The feeling that the Fed is not going to raise is infiltrating the whole marketplace and what we're now looking at is future earnings, but we're still in that rotation mode.
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