If you look at things in a one- or two-year time frame, they are not as bad as they seem but executives are emphasizing the here and now. |
If you put together a ruling in favor of one of the largest industrial sectors in the U.S. and positive news on large companies, such as GM, it's not a surprise to see the market up today. |
In the cyclical areas such as GE, we're seeing a recovery come along later, whereas consumer and tech spending came along earlier, |
In the last few months, there's been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas -- where the rates stay in check - the banks, the utility stocks - those do very well, and financial services and utilities. And the second area that I would look for to do better would be companies with real earnings but relatively low multiples, and examples of those are the communications companies and semiconductor stocks, |
In the very short term, you are seeing a response to the economic news, and that can give the market some buoyancy. Whereas in September and October, the above-consensus earnings enabled the market to perform better than it traditionally has, in November the focus switches to the economy. |
It is not known whether the passengers are safe or have been robbed. |
It may be simply part of the maturation process of becoming an international company, ... But as an individual investor, you should think about whether you want to be in a company that makes these kinds of mistakes. |
It may be simply part of the maturation process of becoming an international company. But as an individual investor, you should think about whether you want to be in a company that makes these kinds of mistakes. |
It's easy because the euro is so visible, ... And besides, in the tech sector, you can't really blame oil prices. |
It's easy because the euro is so visible. And besides, in the tech sector, you can't really blame oil prices. |
Market players are very reluctant to make strong commitments until they get signals that operating earnings are starting to improve. |
Over the next year, markets will be higher, but in November and December we may be in something of a trading range. Markets have already incorporated the improved earnings, and to an extent, the economic improvements. |
People looking toward putting money into the banking stocks have taken it out of the resources as opposed to taking it out of things like BCE and Nortel, |
People looking toward putting money into the banking stocks have taken it out of the resources as opposed to taking it out of things like BCE and Nortel. |
Some of the content parts of the media side like Seagram and Thomson seem to be benefiting so it seems fairly wide spread, |