Alan Skrainka
Alan Skrainka
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.
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Over the last six years, we have experienced the largest drop in price/earnings ratios in the history of the U.S. stock market, going back to 1871. 2006 has the potential to be a great year for stock investors.
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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.
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Albertson's is truly a value stock, the third-largest grocery chain, with a very stable predictable business with 29 years of higher earnings. The stock was really clobbered since they announced a merger last year that didn't quite work out. But it's still a wonderful company, at 10 times earnings.
following market recession year
The market has done well in the year following a recession. We think the recession has ended.
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There has been a lot of s elling that has taken place and you see so many analysts that are throwing in the towel. I think when investors wake up three or so years from today, they are going to look back on this time as a buying opportunity.
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We think they do have a great pipeline in the areas of cardiovascular, cancer and AIDS. These are the fastest growing areas in the pharmaceutical industry.
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We think, in the short run, psychology drives the market but in the long run, fundamentals drive the market. We see very low inflation and no inflationary pressures. We think, going forward, expectations have come back down in line with fundamentals and we won't have the pressure of Fed rate hikes over the next 12 months.
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(U.S. companies) now have to compete against this flood of cheap Asian imports.
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So many Americans are consuming by using their home equity. If you can't afford a standard mortgage, you probably shouldn't be buying a home.
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Maybe it's concern that the economy may have more of a hard landing. The economy grew a little faster than expected, so people might be thinking we're not done as far as interest rate hikes are concerned.
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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.
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I think politics are a sideshow right now. We think the best thing an investor can do is step up their buying gradually as prices move lower.
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I think people placed bets today based on (the data). By buying stocks today, you are assuming we won't get bad news tomorrow.