James Awad
James Awad
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.
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,
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.
currently earn share stock trades
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.
company economy evidence extremely points share stock third turns
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.
barrel market negative potential risk short staring
The risk is we are staring down the barrel of negative pre-announcements, so the market has the potential to be disappointed short term.
parking
There's really nothing you can do about it because you need a parking spot.
bulls cheap expensive generally given high historic individual interest key low stocks
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.
against earnings economy fear good higher interest market oil power rates rising strength struggle
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,
background deficit dollar fine negative potential trade
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.
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,
clearing corporate election increase mergers next percent profits
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).
clues domestic economic four looking market news next percent point surprises
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.
case sell
Sell in May' very well may be the case this year,