(U.S. companies) now have to compete against this flood of cheap Asian imports. |
Albertson's is truly a value stock, the third-largest grocery chain, with a very stable predictable business with 29 years of higher earnings. The stock was really clobbered since they announced a merger last year that didn't quite work out. But it's still a wonderful company, at 10 times earnings. |
Clearly, Microsoft is the catalyst for today's tech sell-off. |
Earnings have been fantastic. Any weakness in the market you've got to attribute to (the) rising interest-rate environment. |
I am encouraged by the fundamentals. |
I do think the majority of Alan Greenspan's work is done. |
I don't see people making big commitments. It's a holiday weekend and there's just no catalyst to get things going. |
I don't think we can read anything at all into it. It's a lack of conviction and a lot of fence-sitting. |
I think all these reports taken together are going to paint an economy that is too hot. Labor costs are rising and that is beginning to lead to some signs of inflation. |
I think investors should take a step back and look at the big picture. I think the (Fed) is doing its job and investors should do theirs -- avoid those companies that do not have a track record of growth. |
I think it was a very volatile and directionless week. Investors should tap on the brakes a few times and strap on their seat belts. (Last week) was very earnings driven, and now it's shifting and people are going to focus once again on value. |
I think people are looking for good value in the market and they're finding it in 'old economy' stocks. What these companies have in common is they're all viewed as great companies at a strong price that are not dependent on a slow economy. |
I think people placed bets today based on (the data). By buying stocks today, you are assuming we won't get bad news tomorrow. |
I think politics are a sideshow right now. We think the best thing an investor can do is step up their buying gradually as prices move lower. |
I think the market remains hypersensitive to these (economic) reports. You should stay focused on your long-term goals and not short-term economic reports, but the market continues to be dominated by fear, uncertainty and confusion. |