James Awad
James Awad
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.
bear break bull
It's not going to make or break a bull or a bear market, but it's a negative.
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The best time in the stock market is when interest rates are low and earnings are poised to grow.
bias southeast time year
The bias at this time of year should be up and, if it's not, it will be because of Southeast Asia.
concluded economy exception good investors katrina reasonably shape stock storms
Stock investors have concluded that the economy was in good shape before Hurricane's Katrina and Rita, and that it has come through the storms in reasonably good shape, with the exception of oil,
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The best news is cresting right now, ... so it very well may be that we had a fabulous run in the market from March 2003 to January 2004, we've sort of marked time since then, and we'll roll over for the rest of the year until we get better visibility on 2005.
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.
earnings far period
On balance, the earnings period so far has been very reasonable, even better than expected.
anybody bottom carefully cut expecting fed improving listen looking maybe news officials rate recovery saying signs soon talking tape watch yesterday
The Fed officials are talking very optimistically. Uniformly they were out there, on the tape yesterday and in interviews, saying that they are expecting a second-half recovery and looking for signs of a bottom sometime, very soon in the economy. So, you are going to have to watch the news very carefully going forward. I don't think anybody really knows. But if you listen to the Fed, you have maybe one more rate cut and then an improving economy.
brutally companies company difficult earnings fact goes individual low market misses paid people performance rather stocks tolerance
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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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.
parking
There's really nothing you can do about it because you need a parking spot.