John Caldwell
John Caldwell
almost angle housing investment trying
Everyone's trying to put a housing angle on almost any investment trend.
concern element hours
There is always a heightened element of concern during early-morning hours of darkness.
care favorable happening health largest noticeable overall
There are noticeable recoveries. Just in the health care sector, the DRG index is outperforming the overall market, and Pfizer is the largest component. Clearly, there's something favorable happening in that group, but it's not the only one.
cold energy gets investors market month oil previous reason rise
Some of the reason the market rallied in the previous month was because of oil going back to the mid-$50s. When you take a look at the cold snap, accompanied with the rise in energy prices, it gets a lot of investors concerned.
care concern details headline investors larger overall reports unless
There is a headline concern with some of these larger companies, but the overall reports have still been very good. In many cases, investors don't care about the details unless they see it show up in the end.
business costs
We have to be competitive. The business is too cutthroat to have our costs out of line.
data driven economic either energy focus higher increased potential refute support
With the increased focus on the potential of an economic slowdown, driven by the higher energy prices, anything that comes out of the economic data to either support or refute that is going to be key.
affect annual anticipate both customer given growth guidance intend order patterns provide revenue updated year
We anticipate that 2006 will be a year of growth in both revenue and earnings. However, given the unpredictability of customer order patterns that can affect quarterly results, we intend to provide annual directional guidance only that will be updated on a quarterly basis.
gives government point remember
The point to remember is that what the Government gives it must first take away
achieved although comparable continuing customer earnings financial fourth growth improving last lower order period previous program progress quarter reflecting results revenue third wins
Our fourth quarter results demonstrate our continuing progress in improving our financial results. Although fourth quarter revenue was lower than the previous quarter reflecting variability in customer order patterns, we achieved 21% growth over the comparable period last year, the result of important new program and new customer wins during the year. It was also the third consecutive quarter of earnings growth.
earnings gain post quarter
To be able to post another double-digit gain is pretty impressive. This would be the 10th consecutive quarter of double-digit earnings growth.
companies effect good reporting results
Companies that are reporting good results are being rewarded, but it's not really having too much of a carryover effect into other stocks,
bad building cases data earlier economic fed good hard market minutes news perception positive raise rates signals
After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.
clearly damage impact market port
Clearly it's going to have some impact on the market if there is damage that will keep the port 3/8 closed.