This doesn't mean you have to pour everything into beverages and foods. You can still find quality companies that also benefit from an improving economy. |
This has been building; it's been happening quietly for several months, |
This Iranian issue is lurking as tension in the background. It's going to keep oil higher until it works its way out. |
This is a low-cost way to play the eventual turnaround in technology, ... They're a very strong distributor of hardware and software products and it's gaining market share on its competitors. The stock is $25 on $2.35 of earnings and you're not taking product risk -- you're 11 times earnings on Tech Data for the company that's got a 20 percent long-term growth rate. |
This is a tactic. In the very short term, it will be highly positive for the markets. But what's gonna happen here is you're going to see a cat and mouse game between Bush and Iraq for some time. |
This is the wakeup call, ... We're going to go through a test here where we're going to have a period of turbulence in the market as we report second-quarter earnings and get forward-looking guidance for the third quarter. |
This is the wakeup call. We're going to go through a test here where we're going to have a period of turbulence in the market as we report second-quarter earnings and get forward-looking guidance for the third quarter. |
This market isn't going to turn around until investors see the whites of the eyes of a profit recovery, and you're not likely to see that until the fourth quarter. |
This stock is down from over $50 a share, but is just a great long-term, growth stock, ... We think it will go back to over $50 a share, at some point, and back to almost where it came public. It may be dead money for a month or two, but I think eventually you will make three or four times your money on it. |
Today is encouraging, but it's not particularly meaningful. We still have a lot of economic and earnings news to get through this week. |
We [saw] a tug-of-war between the bulls and the bears today, |
We're going to go through a period where we find out what tech companies are really what they thought they were and which were hype. |
What's gonna happen here is you're going to see a cat and mouse game between Bush and Iraq for some time. I suspect that a month from now we'll be back to where we were yesterday before the letter came out. |
When all is said and done, I think the market will sprint higher toward the end of the year. But it's going to take continued encouraging earnings and economic reports to move it along. |
When all is said and done, third-quarter earnings will probably be good and fourth-quarter forecasts good enough to cool some of the worries about inflationary pressures hurting corporate profits, |