James Awad
James Awad
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.
anybody assumption election investing skating thin win
Anybody investing on the assumption of who's going to win the election is skating on thin ice.
april bear bit blocks building corporate correction earnings flood good market negative overwhelm reports sentiment
The building blocks of a bear market are not there. It's a correction and it will probably go on for a little bit longer, but I think by the end of April the flood of good corporate earnings reports will overwhelm the negative sentiment that you are getting now.
bush cat game gonna happen highly iraq mouse positive short
This is a tactic. In the very short term, it will be highly positive for the markets. But what's gonna happen here is you're going to see a cat and mouse game between Bush and Iraq for some time.
investors sign
This could be a sign for investors about where to put there money.
benefit beverages companies improving mean pour quality
This doesn't mean you have to pour everything into beverages and foods. You can still find quality companies that also benefit from an improving economy.
anticipate chasing happening limited market money move russell short starting starts time
Once the Russell 2000 starts to move because it is fundamentally more attractive, you'll see a lot of money chasing limited market capitalization stocks. You can get a very significant move in the Russell 2000 in a very short time and I would anticipate that happening starting very soon.
bringing due momentum stocks technology
The momentum will change. Technology stocks are due for a correction, without bringing down the market.
attractive bit buying care current early fair financial fork levels market month north percent period rising risk selling stock stocks value yield
North Fork Bancorp stock is selling at about 20. We think its fair value would be about 30. But meanwhile, you're getting a 3 percent dividend yield and it's selling at 10 times earnings. Demographically, it's a very attractive area. So, your risk in buying North Fork is that you're a little bit early and the market doesn't care about value stocks for a while. And of course, in a period of rising rates, financial stocks don't do particularly well. But, ... if you buy it and put it away, you'll end up making 50 percent from current levels over a 12 to 18 month period.
five ok week
After five up weeks, it's ok to have a week like this.
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This Iranian issue is lurking as tension in the background. It's going to keep oil higher until it works its way out.
happening quietly several
This has been building; it's been happening quietly for several months,
close consensus earnings ended good interest locked negative news pressures rate regular seems support trading
I think you're locked in a trading range. The good news is, the consensus for now seems to be that if the Fed's done -- if it's not done, it's very close to being done -- so that relieves the interest rate pressures from the market. And you've ended the negative pre-announcement season. You're going into the regular announcement season, and earnings should be pretty good. And that should support the market,
call
I think what you're in now is what we'll call the