Barry Hyman
Barry Hyman
companies expect greatest growth matters number overweight percent represent sector tech weight year
Don't expect 86 percent this year on the tech stocks, ... I still say they're the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at 8-to-10 percent are languishing. Companies with earnings, who cares. It's a 100 times earnings. It's 30 percent growth that matters in this market.
either great noise
It's either down or up. It's great for traders; it's noise for investors.
business developed great model
It's a great business model that's being developed here.
added anyone change comment fed funds great healthy interpret job opinions puts quickly rate reaction volatility
This puts 5.25% on the fed funds rate back on the table. It's not the job of anyone to interpret what a market's reaction to a comment will be. This has added volatility on a day-to-day basis, so opinions can change that quickly when they shouldn't. It's great to be flexible, but it's not healthy to investors.
buy create good great opportunity
You're going to create a great telecom company, ... I think this is a good opportunity to buy US West.
certainly deal great market merits raging technology underlying
This market, while not being the raging bull, certainly has some merits for investing. If you (cross) out technology, you have a market with a great deal of underlying strength.
buyers goes great last shows week willing
Anything goes this week. You had a great week last week and it shows there were buyers willing to come in just on the thought of stabilization.
economy great hostage last market proof somewhat until
After last week's great run, the market is directionless. We're somewhat hostage until we get more proof that the economy is slowing.
economy great hostage last market proof somewhat until
After last week's great run, the market is directionless, ... We're somewhat hostage until we get more proof that the economy is slowing.
accumulate aware easier fed great investor late looking next problems rally small start stock summer tech technology three trading vigorous weak worried
I think it's too late to be worried about where your tech stock is going to go from here. There are some opportunities out there and we are aware of the short-term problems in the marketplace with the Fed being aggressive. So, we're not looking for a very vigorous rally over the next one to three months. There will be trading rallies. But the investor, the small investor, the intermediate-to-long-term investor should use the summer time, which is seasonally weak for technology stocks, to start to accumulate an easier way into some of these great companies,
drive fear fears great impetus keeping negative people surprise
There is a fear that we'll have a negative surprise and inflationary fears are keeping people on the sidelines, ... There's no real great impetus out there to drive the market.
bank earnings great growth large online past percent regional super year
I like Wells Fargo. Super regional bank, great earnings growth, around 13-14 percent year over year. They just got past their 1 millionth on-line investor, and I want to have a super regional bank or a large bank that has an online presence.
concerns express greatly improving looking market react similar starting stories
They'll (Cisco) express write-off concerns but I think we're looking at very similar stories like the other ones ? things are not improving greatly but we have better visibility. And I think the market is starting to react to that scenario.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis. You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.