James Awad
James Awad
coming housing negative numbers oil positive today worse
The positive today is that oil is coming down, the negative is that the housing numbers are worse than expected.
drives good outlook profit stock
The profit outlook is not good and is deteriorating. Profit outlook is what drives stock prices.
economy fact signs
There are some signs that the economy is not getting worse, in fact it is getting better.
companies period tech
We're going to go through a period where we find out what tech companies are really what they thought they were and which were hype.
almost came dead eventually four great growth money month stock three
This stock is down from over $50 a share, but is just a great long-term, growth stock, ... We think it will go back to over $50 a share, at some point, and back to almost where it came public. It may be dead money for a month or two, but I think eventually you will make three or four times your money on it.
candidate company dominant earn everybody growing low next run selling theme
They got pounded, ... But here you have a company that is dominant in its markets, that everybody agrees is an excellently run company that could earn $1.75 (per share) next year, so it's selling at about 11-times earnings. And it's an acquisition candidate down the road. So you see the theme here is growing earnings, low valuation.
apart economy fall oil realize
They realize the economy didn't fall apart when oil was at $55 a barrel, and it's not going to fall apart at $59 a barrel,
believe best poised time
As long as we believe the economy's poised to recover, this is the best time for stocks.
profit seeing taking
You're seeing some profit taking in these areas.
continues economy factory oil orders people seeing strong turned
You would think that with oil so high, we would be seeing some pressure. But I think the strong read on factory orders turned things around, as it reassures people that the economy continues to strengthen.
balance company good growth industry looking management
You're looking for a growth company in a growth industry with good management and a good balance sheet,
bit fed hear people until wait wanting
You're getting a little bit of a setback after two up days, and a sense of people wanting to wait until they hear what the Fed has to say at the Sept. 20th meeting.
eyes fourth investors likely market profit turn until whites
This market isn't going to turn around until investors see the whites of the eyes of a profit recovery, and you're not likely to see that until the fourth quarter.
earnings guidance market period report test third turbulence
This is the wakeup call. We're going to go through a test here where we're going to have a period of turbulence in the market as we report second-quarter earnings and get forward-looking guidance for the third quarter.