Barry Hyman
Barry Hyman
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.
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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.
alert earnings focusing forward fourth looking moved people rather technology
Technology has done well, not necessarily because of the crash, but because it has moved up the alert that the market's concentrating on a 2002 recovery. Rather than focusing on the earnings that are going to come out in the fourth quarter, people are looking forward rather than near-term.
ability good intel pleased position technology upside worse
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.
catalyst feeds parts pc quarter report sales second sector technology
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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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.
commitment looks market negative technology tone
Nothing is negative out there but there's such little commitment. The tone of the market is that technology still looks lackluster.
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It's a transition market. I think (last week) indicated the willingness to look forward at the upside of the story. There isn't a lone voice expressing positive attitudes toward technology but this week indicated the ability of the market to look forward.
companies forbidden interest less minds quite rate technology week
It is quite astounding. One week revenue-based companies are forbidden (psychologically) from investors' minds and one week later, as interest rate (fears) return, technology (stock) is the place to be because they are less affected.
accept bear fed half influence market second stocks technology until
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.
accept bear fed half influence market second stocks technology until
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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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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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.
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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,