Arnie Berman
Arnie Berman
currently dire nearly prices stock technology
nearly as dire as technology stock prices currently reflect.
asset candidates cash flows healthy higher potential prices reflect several stable stock
LBO candidates have several characteristics in common: healthy businesses, stock prices that reflect little respect, stable cash flows, and potential catalysts to still higher cash flows (cost cutting, asset sales, etc.),
boost delivered earnings financial momentum positive stocks tonight
On the surface, you'll see that the financial momentum delivered by the earnings tonight was more positive than not, and stocks should probably get a little boost off this.
acquiring companies conviction prices risk stability stock willing
When stock prices are rising, companies have conviction about stability in the near-term and are more willing to take on the risk of acquiring something,
happen recovery second stocks technology
Technology stocks were grossly oversold going into this. The recovery in fundamentals won't happen all at once, but it will get under way in the second quarter.
basis history longer possibilities stocks technology valued
Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,
announced companies deals evidence merger news provides recent strongest wave willing
This recent wave of merger news provides some of the strongest evidence yet that companies are willing to do some long-term planning. The kind of deals getting announced not just bolt-on acquisitions but transformational deals,
boring fourth losers people stuff
At this point, boring makes for an interesting fourth quarter. I think this year's losers win. The stuff that people chucked from their portfolios is what they will want back.
again open optical software widely window
If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating.
capital markets week
One week does not a capital markets make.
business companies confess habit last moments nasty quarter software
Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.
attractive bride groom neither nor
Neither bride nor groom is particularly young, attractive or reeking of potential.
august encouraged fed people raise rates
People were encouraged that the Fed may not have to raise rates August 22.
afraid clearly helping missing people seeing thinking
I think that is clearly helping Microsoft, ... When I look at this big move, I am really thinking that people are afraid of missing out on something. That is what we are seeing here.