John Davidson
John Davidson
build dig element energy existing forward gas good holes key natural pipeline pump repair
I think that an important element of our energy going forward will be natural gas. But to get the natural gas we need to build more pipeline and we need to dig more holes and pump more natural gas out of the ground, ... As a result, we like natural gas. Key Energy will make the pipelines. It will repair the existing pipelines and keep them maintained. We think that is a good play in this area.
changed energy word
Literally, the only word that changed was the word 'earlier' before energy prices.
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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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If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices,
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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.
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I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.
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The PPI numbers look pretty good. I think the important thing to look at is when this thing turns around, and I don't know that we yet have a clear picture that we definitely are in a slowdown mode, although there are some signs that we have slowed down, which sectors are likely to do well. And I think the important thing, if you look past the last two weeks, is that there is really a resurgence of the leadership of technology and biotechnology.
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When you finish a game 0-0 and you go to a shootout, it's just no fun, whether you win or lose. It's more fun when you win, don't get me wrong.
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.
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This week they're worried more about the earnings warnings. The lack of the upward drive has allowed the stocks to drift lower.
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This was certainly a surprise. It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise, ... It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
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What people have to see are actions being taken. Words are part of it, and setting the tone and speaking out are part of it, ... But people need to see that the judicial branch goes after people who have done wrong and will able to punish them, and that the legislative branch makes changes in the laws, if deemed necessary.
both series
You look at every series on both sides, this is great. I don't see a series that's going to be four-and-out.