John Davidson
John Davidson
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We had a run on the gold last year, late last year, and I think there may be some short-term plays there,
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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.
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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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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.
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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.
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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.
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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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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.
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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.
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What they say may have an impact tomorrow, but the dominant topic on investors' minds right now starts with an 'I' and it's not Intel. Both businesses and consumers are hesitant to make any moves until there's progress on Iraq.
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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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The ongoing issues are the strength of the economy and whether or not the pace of the recovery is in fact slowing down. One of the important things this week will be to see the extent of the damage.
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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,