James Awad
James Awad
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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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.
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There are some signs that the economy is not getting worse, in fact it is getting better.
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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.
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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,
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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.
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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.
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The stock is cheap, not well followed, and I think it's undervalued, ... The stock currently trades at about $21, and I think it will earn about $2.60 a share for the year.
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The stock is at $24 a share now, down from $50, ... The company is extremely well positioned, the stock could go up 10 points if there is evidence that the economy turns in third quarter.
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The risk is we are staring down the barrel of negative pre-announcements, so the market has the potential to be disappointed short term.
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There's really nothing you can do about it because you need a parking spot.
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Price-to-earnings ratios are high by historic standards, but the bulls would say that, given low interest rates, they're not too expensive. I think they're generally not convincingly cheap or expensive -- the key is to find individual stocks that are cheap.
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The tradeoff and struggle in the market is the power of good earnings and the strength of the economy against the fear of higher interest rates and rising oil prices,
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The trade deficit has always lurked in the background as a potential negative for stocks, but it was fine (in the past) because the dollar was strong.