John Davidson
John Davidson
although clear definitely last leadership likely numbers past picture signs technology turns
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.
gold last late plays run
We had a run on the gold last year, late last year, and I think there may be some short-term plays there,
bush economy last needs next quickly turn
Bush needs pretty quickly to turn this economy around. If we languish for the next two years, it'll be the last two years of Bush's presidency.
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.
basis economic flip focusing half last news obviously people percentage points ready until week
Obviously people are focusing on the FOMC announcement, ... Up until last week I was ready to flip over to 50 basis points (a half percentage point) but we've had some economic news that's been pretty good.
continued continuing despite economy expansion last percent question reflected report returns saw stocks whether
Despite the decline, the ISM report was very positive, and what you can take away from it is that the economy is continuing to expand. The question for 2004 is whether that continued expansion has already been reflected in the 25 percent returns you saw in stocks last year.
building companies energy expected expense good group hit key last negative number reported talked week
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.
defense exhibition game games last pace primarily
This is a game that primarily was about defense and goaltending over the last decade, but I think that's about to change, ... In the exhibition games I've watched, the pace of the game is much, much, much quicker.
ahead catch continue economic gotten jobs last market news report seeing several start stocks
For the last several weeks, the market has gotten ahead of the economic news. You're seeing that with the jobs report this morning. For stocks to continue to climb, you need to see the economic news start to catch up.
finish fun game whether win
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.
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.
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.
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.