Barry Hyman
Barry Hyman
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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.
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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.
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The CPI will still have an influence on the Fed meeting. You are in a bear market in technology stocks and you'll have to accept that. You're not going to get anything significant until the second half of the year.
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The CPI will still have an influence on the Fed meeting, ... You are in a bear market in technology stocks and you'll have to accept that. You're not going to get anything significant until the second half of the year.
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People have gotten into the belief that much of technology is cyclical now.
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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,
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The ability of Intel to come out and say a 'no worse than expected' story pleased the market. There are many other corporations in technology that are in that position so that if the slowdown is just a slowdown, there's good upside in many of those issues.
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There are still tough times ahead in technology, ... Wall Street wants to see only greater-than-expected earnings.
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You have the correct sectors continuing to lead, which are technology and financials. The Michigan numbers were good today, and oil prices are down.
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Today, the catalyst in technology was the report that PC sales in the second quarter slowed. The PC sector feeds into the semiconductor sector, which feeds into other parts of technology.
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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.
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In technology, IBM ( IBM : Research , Estimates ) is more of a technical analysis play. The stock has broken out, or getting very close to breaking out, of a trading range. And I think the market's still going to give a premium to quality companies in technology. IBM being listed doesn't get that Nasdaq appeal, however. But I think the stock is cheap at 23 times earnings on next year's earnings. And their big server market and the other types of technology they have are doing very well in the service sector.
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Higher interest rates are an impediment to companies where cost is important and that's Old Economy stocks, ... What we are seeing is a defensive move into technology stocks.
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Nothing is negative out there but there's such little commitment. The tone of the market is that technology still looks lackluster.