Barry Hyman
Barry Hyman
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based. Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based, ... Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
concerns earnings either future home leave migration people seek stay stocks technology
Either people are going to reposition away from technology and seek a home in the migration away from technology, which is why you have other sectors moving. For those who are tech players, it's going to leave those stocks that may have some concerns over future earnings and it's going to stay there.
bond cusp helped market outlook resistance retail rewarded sales stocks strong taking tame technology
The tame retail sales outlook helped the bond market. The market rewarded that with a very strong day. Financials and technology stocks righted themselves. We're on the cusp of taking out some important resistance levels.
against case company compared extremely lost reported sector since stock trading weak
(Microsoft) has been trading like the company (had already) lost the antitrust case against the government. The stock has been extremely weak compared to its sector and especially since the company has already reported earnings.
cap easier growth high higher interest likelihood next rates seeing stocks
What you are seeing is the likelihood that interest rates will not go higher next week, making it easier to give these big cap growth stocks high valuations.
based christmas continued low number puts retail seen spending stocks
Based upon how we've seen retail stocks perform, any continued low (consumer confidence) number puts a crimp in the Christmas spending story.
avoid backbone bank believe clear companies cyclical earnings fed good growth looking means people provide retail security slowing stability stocks technology toward
You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks possibly, still going toward technology stocks, which are in some cases, are going to provide that stability of earnings especially the good growth backbone companies for the technology sector. Avoid cyclical stocks, avoid retail stocks. Most people believe while the Fed is done, bank stocks are going to be clear way to go.
energy exposure oil stocks
We like stocks in oil and drilling. Energy does well in an inflationary period. So we want to have some exposure to energy,
current cyclical stocks
It's surprising, but cyclical stocks should do better, ... And when you look at cyclicality, you don't look at current earnings.
buy earnings favorite guess stock trend until
Don't buy your favorite stock until you see the earnings statement. It's better to have the trend with you than guess at a bottom.
bought branches fleet gains next percent stock
They bought a lot of branches from Fleet, when they merged with Fleet Boston, ... I think you can look for 30 percent gains in that stock for the next two year.
environment example good guidance pc positive pressure remain stocks tough
It's a very tough environment for technology. There's no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that.
market performing profit specific stocks taking
It is profit warnings and it's taking down more of the market than it probably should. The profit warnings are very specific to stocks that have not been performing well anyway.