James Awad
James Awad
continued earnings economic higher market move reports sprint toward
When all is said and done, I think the market will sprint higher toward the end of the year. But it's going to take continued encouraging earnings and economic reports to move it along.
current earnings gains justify powerful turn year
You have to have a powerful earnings turn around this year to justify gains from current levels,
cash companies company earnings economic field grow percent terms
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.
cool corporate earnings forecasts good hurting pressures worries
When all is said and done, third-quarter earnings will probably be good and fourth-quarter forecasts good enough to cool some of the worries about inflationary pressures hurting corporate profits,
bush came cat game gonna happen iraq letter month mouse suspect yesterday
What's gonna happen here is you're going to see a cat and mouse game between Bush and Iraq for some time. I suspect that a month from now we'll be back to where we were yesterday before the letter came out.
almost commodity corporate earnings high reasons strongest worried worry
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.
case sell
Sell in May' very well may be the case this year,
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.
apparent clearly cost embedded exactly fed gains great growth increases issue itself market mean period profits retail slowing stock strong successful tough troubling volume worrying
I think retail is going to be a very tough place to make money. What's worrying the market now is -- if the Fed is successful in slowing the economy, what does it mean for profits going forward? And that is apparent - that's more clearly an issue in retail than anyplace else. But it is an issue in the market itself that you're going into a period here where profit growth may decelerate; in fact, could flatten out as you have volume gains decelerate in a slowing economy, but cost increases embedded in from the period when you had a strong economy; and that's not exactly a great prescription for profits, and I think that's troubling the stock market,
call
I think what you're in now is what we'll call the
becoming technology
I think what you have in technology is it's becoming a stock-by-stock issue,
bear highs interest market terms unlikely
I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, you're not going to make new highs in the market as long as we have uncertainty in terms of interest rates,
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,