John Davidson
John Davidson
bit earnings energy mean season starting
Energy's off a little bit today, but it doesn't mean that energy is going back down. We're starting into an earnings season and earnings will start to have an effect.
continue earnings mean multiple rates rising strong worry
Earnings have been strong and will continue to be strong, but there's a worry that rising rates will mean the multiple on the earnings will be less.
companies earnings easy estimates last year
Some companies have beat, ... but earnings estimates have been lowered and comparisons are easy on a year-over-year basis, because last year was weak.
allowed drift drive earnings lack stocks week worried
This week they're worried more about the earnings warnings. The lack of the upward drive has allowed the stocks to drift lower.
earnings heard rest surprises
We're nearing the end of the earnings period, we've already heard from the Fed, and there aren't a lot of big surprises out there for the rest of the month.
company declining earnings less reports results run strong
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.
earnings expecting growth market markets news reacting
There's a lot of earnings and other news out there today, but I think the market is particularly reacting to Greenspan's testimony, ... The markets are expecting a little more growth because of his comments, but that may not be as much as what they wanted to hear.
changed companies earnings good greenspan growth mostly rather reporting seeing showing start suggested verge
This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.
earlier earnings economic generally hope market positive respect tone
I think the HP earnings had the market set off earlier this morning. I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
earlier earnings economic generally hope market positive respect tone
I think the HP earnings had the market set off earlier this morning, ... I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
earnings good overall positive
I think that overall we are in for a pretty good earnings quarter, and that may be a positive for stocks.
earnings grind historic job largely looking people taking until
Largely people are taking a look at historic information. They're looking at earnings and job cuts, and people are concerned. I think we're going to grind it out until earnings come back.
companies earnings good maybe negative percent positive range stock straight strong summer tone trading
I think we're in a good earnings season. So far, of the S&P 500, 139 companies have reported. Over 60 percent have been upward surprises, only 8 percent of them have really been negative surprises. So we're in a strong earnings season. That's good for the stock market, ... I think the market's in a trading range right now. I don't think it's going straight up from here. I don't think necessarily we're going to get a big summer rally, but maybe a positive tone to the market.
earnings environment highs interest rates recently support worries year
There are some worries about will the earnings this year support the 2-1/2 year highs that the indexes have recently reached, particularly in an environment where interest rates will be rising.