James Awad
James Awad
breadth depth headway market profit until
I don't think the market can make a lot of headway until we get an idea of the depth and breadth of the profit recession.
both bottom bulls closely deep dynamics either exciting growth headlines issue levels looking market people profit rate rational stock trend
In the 'new economy' stocks, we're going to be looking very closely to see what the growth rate is, what the profit levels are, what the competitive dynamics are. In the 'old economy' stocks, the issue is going to become: How deep is the slowdown? Where does it end? And so people are going to be doing it stock by stock. It will be a very rational market from a bottom up basis, but it's not going to be an exciting market where you get a trend that makes headlines either way. So I think it'll frustrate both the bulls and the bears.
coming driving earnings force higher interest market overcome quarter rates results strong weeks
The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook. You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away.
card company credit pop selling talked
The company has already talked about selling its credit card business. If that happens, it could give a real pop to the stock,
company data earnings eventual gaining growth hardware market percent product products risk share software stock strong taking tech turnaround
This is a low-cost way to play the eventual turnaround in technology, ... They're a very strong distributor of hardware and software products and it's gaining market share on its competitors. The stock is $25 on $2.35 of earnings and you're not taking product risk -- you're 11 times earnings on Tech Data for the company that's got a 20 percent long-term growth rate.
caution earnings economic people prices report reports revise risk second signs sloppy stock third weakness
The caution I have is stock prices are up a lot -- and we still may have signs of economic weakness and we may have some pretty sloppy earnings reports in the second quarter, ... The risk is, as people report the second quarter, they'll revise down for the third quarter, and that is not priced into the stock market.
deeply earnings few good land last market positive response yesterday
The market was in La-La land the last few days. We had some good earnings yesterday and we got a positive spasm in response to it in a deeply oversold market.
growth interest jobs line market needs profits report toward walk
The market needs to walk a line between too little growth and too much growth, between profits and interest rates. The jobs report tilted the market toward too little growth.
accomplish line resistance year
The line of least resistance is upward when you have all the liquidity in the market. But you've accomplished much of what you're going to accomplish for the year right now.
capital consumer economy effects looks market negative signs spending starting
The market has done better than I would have thought. You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology.
capital consumer economy effects looks market negative signs spending starting
The market has done better than I would have thought, ... You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology.
amount based clearly concern current economic growth inflation lead talk watching
You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, the current amount of economic growth should lead to inflation. But if you talk to companies, it's not happening.
figure investors market opportunity using
The market doesn't like uncertainty, so it's going to try to figure this out. We could see investors using this opportunity to do some weeding of their portfolios,
aftermath corporate energy investment issue legs major
The major investment issue that has legs in the aftermath of the hurricanes is energy and its implications for corporate profits,