Art Hogan
Art Hogan
days declines earnings three
With declines three days in a row, you know it must be earnings season,
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Unfortunately, everyone else is guilty by association with Procter missing (its earnings estimates), and everyone worries about who else in the Dow will miss, ... I think it's a clear sign of investors' overreaction.
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We have extremely large concerns about inflation, high interest rates and high energy prices, ... There is great concern that we don't know how much earnings growth will decelerate over the next two quarters.
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The price of oil is acting as a natural drag on the U.S. economy and the global economy. It creates a great deal of investor uncertainty, ... as earnings reports start coming in, it's going to be what companies tell us about the next three quarters that determines if investors get off the sidelines.
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We need a significant catalyst. Whether it be great second-quarter earnings or blowout economic data or some marquee firms coming out with a mid-second-quarter preview.
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We've sort of gotten through the meat of earnings season, and we're going to start focusing on the state of the economy.
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We've shifted focus here. It's been earnings, earnings, earnings all week, now its the economic reports, ... Unfortunately, it's a mixed bag and the biggest surprise was the GDP reading.
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We have just digested so much news in the last week or so, ... Fourth-quarter earnings have been much better than expected, but you have people reluctant to make big bets ahead of things like the payroll report Friday, or the G7 meeting, which will be important for the dollar.
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Stay the course if you're a long-term investor. Don't buy stocks that don't have earnings - you need to be selective.
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I think we're going through this natural vacuum in the news cycle where we have a quiet economic calendar and the fourth-quarter earnings reports are slowing down. It's difficult to generate any interest in the market.
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I think that we just ran out of steam after a couple of hours. I am glad that we held on our gains from Friday. Oil will continue to be a driver, earnings will be a driver, and so will economics.
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I think earnings season will be one of the catalysts to get money in off the sidelines and the other will be the Fed's ongoing ability to push down interest rates,
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I think the fact that we had this awful bombing ... and yet the market seems to be moving on, that it's starting to become sort of priced into the marketplace. We may get investors to get back in off the sidelines at some juncture as we start to get earnings reports for the quarter.
backing bit companies earnings energy handle high positive price season
We've been able to handle a lackluster earnings season so far. Energy companies haven't really come into the fray yet, so things may look a little better after they report. Another positive is that we're backing off a bit from the high price of oil.