James Awad
James Awad
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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.
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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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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This market isn't going to turn around until investors see the whites of the eyes of a profit recovery, and you're not likely to see that until the fourth quarter.
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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.
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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 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.
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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.