James Awad
James Awad
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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.
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I don't think we'll get any big surprises in the economic news next week, ... What the market will be looking for are any clues that point to anything other than four percent GDP (gross domestic product) growth.
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With the election clearing the deck, I think you'll see more momentum. If you're going to have a 10 percent increase in corporate profits next year, I don't see why you couldn't be up 20 percent (in mergers and acquisitions).
buy money percent stocks
If you are only getting (for example) 1 percent in the money market, why wouldn't you buy stocks instead?
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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.
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.
current earnings gains justify powerful turn year
You have to have a powerful earnings turn around this year to justify gains from current levels,
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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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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.
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Sell in May' very well may be the case this year,
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The profit outlook is not good and is deteriorating. Profit outlook is what drives stock prices.
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There are some signs that the economy is not getting worse, in fact it is getting better.