John Davidson
John Davidson
although concerns continues downside economy gains job limiting limits market saw upside
What's limiting us on the upside is the double-digit gains we saw in 2003. What limits us to the downside is that the economy continues to strengthen, although concerns about the job market persist.
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With thirty bob a week to keep a bride / He fell in love and married in his teens: / At thirty bob he stuck; but he knows it isn't luck: / He knows the seas are deeper than tureens.
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With Vice President Cheney saying we need 38,000 more miles, in addition to repairing existing ones, that Key Energy group is a key player there,
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It is a certificate company. They really give you part of the security for the Internet and the certification is really an important part in the security. I think as you go forward and do more commerce on the Internet they'll continue to be very strong.
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I think the market is waffling at this point, ... Yesterday, everybody heard what they wanted from Greenspan's speech and you saw a big run up. I think that today there's a little bit of exhaustion from that.
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Tomorrow is probably one of the more important economic release days. My guess is that as the market started moving up today, people do not want to be short going into those numbers.
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The payrolls report would typically be the week's big event, but I think people are having a hard time with the report, because forecasts are all over the place due to confusion about the impact of the hurricanes.
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We'll do our best to show how great the game is.
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We had a pretty strong run up in anticipation of the earnings season. But because of that run, if any company reports declining results or results that are less than what was expected, you're going to see a strong reaction.
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When you're picked 30th and you've done this, there's something special. No question, everything's changed here, that was the biggest, single thing that had to happen in a short period of time. I thought it would take some time because you had to develop from within. They're doing that along with the people they brought in.
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When you're on the wrong side of the ledger column like that, it's just fate. It's unexplainable.
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Where does the bond guy put his money now? ... Stocks can absorb inflation more readily than bonds, because you can come through with better pricing power and stronger earnings.
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When the pods went pop on the broom, green broom.
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Our special favorite, however, is IKOS, ... because it is coming out with a drug that will be similar to Viagra.