Famous Quotes & Sayings

Mark Watson

Interest rates, to me, matter more than earnings growth, ... The prospect that rates are going up will revalue the whole market.

I just don't know how far we'll be able to go with the Fed helping us out. At some juncture, the numbers as far as earnings are going to have to turn around.

If people we're really trying to manipulate earnings you would think they would have done a better job.

Subodh Kumar

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.

In the United States, there's the question of technology companies' earnings that is complicating matters. The market is highly volatile, with options expiration, oil prices falling. It's a combination of many things.

I don't know how to handicap terrorism, other than to say that I think the risk premium should be higher than it is. But I think I can predict, directionally, earnings and the momentum of the economy.

I'm happy to report that the first-quarter earnings surpassed our expectations.

Intel's earnings announcement has made investors skittish about the prospects for other chipmakers and computer-related companies.

Because Amex is so diversified in interacting with the consumer, if they're trying to talk down their earnings expectations, the implication is, 'What does that mean for what's going on in the economy?'

But if you step back, it seems to me that we're still in the trading range we've been in for some time. There's still the push and pull between rising earnings and rising interest rates.

This initial earnings guidance for 2006 reflects the fact that the integration of May is going to be a more challenging and longer-term task than some investors had expected.

They run about 111 hospitals. It has about a 20 percent rise in earnings this year. Five- year projections are 20 percent annually. It's got operating margin around 20 percent.

Energy in general will have great earnings momentum.

Earnings have been pretty astonishing, but the market hasn't always responded to that. I think people are feeling better about tech earnings in particular, but we still have worries about interest rates and what that might do to the recovery.

Earnings have been lackluster, guidance has been disappointing and the economic news we've just had, has raised inflationary fears.

Earnings growth seems to be intact, and with U.S. risk receding, it should help stocks to trade higher from here.

Earnings growth is strong, interest rates are low, and the environment is positive for stocks. The market is shrugging off the fourth-quarter GDP number as little more than a blip on the radar screen.

Earnings for the fourth quarter have generally met or exceeded expectations. We've seen solid reports from a number of different industries, with strength not just in energy, as in previous quarters in 2005.

Earnings (for financial stocks) are going to outpace the S&P 500 in the second half of this year,

Earnings figures reported this week were generally good.

Earnings estimates are factoring in generous prices and in the second half of the year comparisons are going to get difficult.

Earnings estimates are a small part of the total analysis.

earnings could be messy over the near term and possibly impacted for the next 12 (months) to 24 months.

Earnings, by and large, are what investors are hanging their hats on, ... Some earnings improvements have prompted some optimism, but we'll know more about that next week.

Earnings are still going to grow as interest rates and inflation remain low.

Earnings are really at risk for the fourth quarter this year and the first quarter this year.

Earnings are not bad, but they're just not as good as they have been. We've gotten so used to them being better than expected, and now that they've returned to normal, the market is struggling with that.

Earnings are moving right on up, and I don't see any serious diminishment of the earnings projections. It looks like we are going to do 10% to 15% profit growth in 2006. That is what is pushing stock prices higher.

Earnings are in good shape, but the outlook is cloudy.

Earnings are good. We need energy prices globally to come down.

Earnings are going to have to really go up in order for valuations to look attractive. Tech earnings are going to be strong but it's already more or less priced into the stocks,

Earnings are a mixed bag, but it seem like tech stocks are starting to turn the corner.

Even after a 90 percent decline, we still think the stock is expensive, trading at 91 times 2001 earnings per share and 45 times earnings before interest, taxes, depreciation and amortization.