Alan Skrainka
Alan Skrainka
almost companies earnings fastest growing lead major percent segment technology year
Technology is still the fastest growing segment of the US economy. Earnings are growing at 20-30 percent year over year, and US companies lead the world in almost every major category.
anymore argument assumes companies economy food gamble heard naked sitting surfing versus
It's just the nuttiest argument that I've ever heard -- this whole idea of old economy versus new economy assumes that we're all going to be sitting around in the dark, naked and hungry, surfing on the Internet. The idea that you don't need food companies or companies like Procter & Gamble anymore is just nuts.
avoid companies investors job record step theirs track
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.
common companies dependent finding good great looking market people price slow strong value viewed
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.
companies equity help private tech tried unit
It has nothing to do with the economy. It was in the private equity unit where they tried to help fledgling tech companies get started.
bond broader fed investors market pushed raise talking weak
The bond market was so weak all day that it pushed the broader market lower. Investors weren't talking about if the Fed will raise rates, but how much.
continues economy market reports rest struggle
The rest of the market continues to struggle with reports that continue to show the economy is too strong.
fed prepare
The Fed often overshoots and I think you have to prepare for that outcome.
focus individual investors noise numbers separate week
Individual investors have to separate the statistical noise of week to week numbers and focus on the big picture.
costs hopeful inflation labor series serious strong unit
I'm hopeful that we're nearing the end of this series of tightening. I don't think we have a serious inflation problem. With strong productivity, unit labor costs are under control.
ibm looks market unchanged
Take IBM out and the market looks pretty much unchanged on the day.
close five next reasonably relative talking
It's (Johnson & Johnson) very reasonably priced, relative to its prospects, and while J&J may be at a yearly high, again, we think it is pretty close to its five-year low, if you are talking about the next five years.
business economy great happening overall owners small stake stock
Small business owners have a great stake not only in what's going on in the stock market, but what's happening in the overall economy as a result.
acted analysis customers earnings fed growth guess market neutral next overall points practice price promptly service shifting solid technical trend year
We feel we can do a service to our customers if we just get the overall trend right. We don't really practice technical analysis or try to guess the price points next week. But the trend does look like it's higher, because the Fed now is probably shifting into neutral earnings are very strong. And because the Fed acted promptly they ensured we would have another year of solid growth next year. That is what the market is anticipating.