James Awad
James Awad
current earnings gains justify powerful turn year
You have to have a powerful earnings turn around this year to justify gains from current levels,
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While there is an economic impact, they are able to grow the company reasonably, ... I would say 10 percent in terms of cash earnings this year, but most other companies in that field have been acquired.
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There are a lot of reasons to worry about corporate earnings because of gasoline, oil, high commodity prices. It's almost like damned if you do, damned if you don't, because you're worried about what these commodities are doing to the economy, yet they're the strongest thing in the market.
bear break bull
It's not going to make or break a bull or a bear market, but it's a negative.
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The best time in the stock market is when interest rates are low and earnings are poised to grow.
bias southeast time year
The bias at this time of year should be up and, if it's not, it will be because of Southeast Asia.
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Stock investors have concluded that the economy was in good shape before Hurricane's Katrina and Rita, and that it has come through the storms in reasonably good shape, with the exception of oil,
best fabulous january march marked market news rest roll run since sort time until visibility year
The best news is cresting right now, ... so it very well may be that we had a fabulous run in the market from March 2003 to January 2004, we've sort of marked time since then, and we'll roll over for the rest of the year until we get better visibility on 2005.
basic caused certainly couple earnings factors market maybe next remain until worries
The basic factors that caused the market to go down remain in place, and I think those worries are going to be with us for the next couple of months, ... certainly until we get third-quarter earnings reports, and maybe through the election.
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It's been a 'no-brainer' momentum market where securities analysis isn't important, and now you have almost dangerous valuation levels on those stocks,
company earn excess few great growing left next publishers selling stock strategic worth
It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics are great for education. The company is selling at about 15 times what we think they can earn next year. It's also one of the few independent publishers left and so we think it's a strategic acquisition candidate, probably worth over $60 a share, and the stock's at about $45.
brutally companies company difficult earnings fact goes individual low market misses paid people performance rather stocks tolerance
The vulnerability is in individual stocks rather than in the market, ... Any company that misses its earnings is going to get brutally punished. The market has very low tolerance for companies that miss their earnings, and it goes back to the fact that everybody's paid on performance and it's difficult for people to have a long-term view.
economy pays
It never pays to be too bearish on the American economy for too long,
call hard line remains resistance
It's a hard call to make, but the line of least resistance probably remains up.