Alan Hoffman
Alan Hoffman
based component embedded fairly guess information might within
I would guess that the CPI is going to be fairly benign. Usually there is some information about the CPI embedded in the PPI number. Based on that I can't think of any component within CPI that might be a wildcard.
based component embedded fairly guess information might within
I would guess that the CPI is going to be fairly benign, ... Usually there is some information about the CPI embedded in the PPI number. Based on that I can't think of any component within CPI that might be a wildcard.
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This morning's job report was the first sign that the strong economic growth we saw with fourth-quarter GDP has some holes in it and the economy might not be as strong as the bear suggested -- so strong, that it would lead the Fed to tighten interest rates.
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In this volatile market, the best procedure is to buy on dips. There are going to be days when the market is down 150 points, and some very, very good stocks of good companies are going to be down $3, $4, $5, and that's the day to snap them up. Stocks are expensive, but they're expensive for a good reason. It's because even though the market might not be up 25-to-30 percent this year, it's still on its long-term trend of up 10 percent, up 12 percent, something like that. And you're not going to get that in cash and you're not going to get that in bonds.
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In the overall market, it's just going to be more of the same with a good deal of volatility, ... It's been a long bull market and, in the event that the market might turn bearish, there's more than a usual amount of nervousness about holdings in long positions. Investors are locking in profits in a more knee-jerk fashion than they would be if we were dealing with a more stable environment.
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We will see volatility in the technology sector as always, but longer term we think the U.S. equity market is the place to be ... The solid names are the solid areas.
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I'd use the market dips as an opportunity to get into quality companies. There are a lot of good stocks, some in the technology arena, some elsewhere that are down 20 to 40 percent from their 52-week high as established just a few months ago. On days when stocks are trading off, I'd use that as a very compelling rationale for a fishing expedition,
buy good retailers
I would buy good retailers -- especially on dips,
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It's beginning to bump up, but we don't think that it's nearly as vulnerable as some other technology stocks, because it benefits from Y2K, ... It benefits from Internet proliferation.
smoke trying
Everyone is always trying to smoke out the Fed.
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There are some groups of stocks that always key off of one another. The solid names are the solid areas.
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That should be great for interest rates and good for stocks,
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This certainly makes the case for investing in companies that export. Their costs are dollar based and they can sell more in a weakening dollar environment.
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I think the Nasdaq is playing catch-up, because we have had a full blown correction in most of the major indexes, but the Nasdaq hung up there I think toward participating fully,