Donald Selkin
Donald Selkin
earnings small stocks
The stocks that are benefiting most from better earnings are the small and mid-cap ones.
beat pathetic revenge sector stocks
Prudential upgraded the semiconductors and that got the sector going. This was the revenge of the nerds. The most beat up, pathetic stocks had one of their up days.
avoid components cyclical economy economy-and-economics stocks
Cyclical stocks should really not do well if the economy is going to slow, and you can see, look at the cyclical components of the Dow, a stock like International Paper, Du Pont, all at multi-year lows. I really don't see much there, I would avoid them.
basically either impact matched sales stocks
I don't think it's going to have much impact on stocks either way -- they basically matched the earnings, but the sales were a little light, so it's kind of neutral.
beat bit couple dropped dynamic invest last lose maybe money owning people points price stock stocks time today wasting
Maybe Exxon will go up a little bit today because they beat the earnings; but remember, the stock has dropped 7 points in the last couple of weeks. So I would say this is really not a very dynamic investment. People like it and get a little dividend. You are really wasting your time with these stocks because you invest money in them and in two years, you have the same price as you had from the time you invested. So you really, in a sense, lose money by owning these stocks.
number stocks struck today ultimate
The number today struck me as neutral. More stocks are up than down, and that's the ultimate test.
individual special stocks
It's a special situation. Individual stocks that are heavily weighted are doing well.
bombed break highs industry moving rare stocks
What's interesting is it's rare to break new highs in an industry that's pretty much bombed this year. Many stocks go sideways. This one is moving up.
drive higher motivation move stocks
Where's the motivation to drive stocks higher?. I thought that we could have done better, but there was no real motivation to move things higher or lower.
earnings fallen good next stocks wave
There's a lot of earnings for next week, but I don't see what's going to give us a lift. If the earnings have been good so far, and stocks have fallen anyway, what could the next wave of earnings do for us, even if they are positive?
behind curve disconnect economy fed leading lower months people positive rates seems seen starting stock supposed talking
Normally, lower rates would be seen as a positive for stocks, but in this case, it seems like the Fed is behind the curve and the Fed is supposed to be leading us out of this. For months people have been talking about the disconnect between the economy and stock prices. Now it's starting to seem like that disconnect is narrowing.
areas dollar gold hanging high lower money people putting stocks taking
Gold is at a high and the dollar weakened again. As a result, you would think stocks would be a lot lower today, with people putting money into those areas and taking money out of stocks, but they're not that bad. We're kind of just drifting. The Dow has its own company-specific problems, but the Nasdaq is hanging in there.
company good microsoft news paying pick says sign spending stock warned year
On the surface, the Microsoft news was terrific. When a company says it's paying a dividend and announces a 2-for-1 stock split, that's usually a sign of good things to come. But then they warned about the year and said IT (information technology) spending wasn't going to pick up, and so the stock is selling.
bond interest market obsessed rates stocks worries
If it comes in too weak, you get worries about the economy. If you get a blowout number, everyone will get obsessed about interest rates again, the bond market will go into a tizzy, and stocks will slide.