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.
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Salaries are going to come down. I'm hearing the players have already offered a 5 percent give-back, so that's the starting point for negotiations.
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P.G. is fermented and held exclusively in stainless steel to maximize the brightness and freshness. It's a six-month wine from start to finish.
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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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Amazon is unique in having been successful at starting as an Internet-only business,
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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.
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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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The market has now fully reflected its belief in a second-half pick up, but for the kind of rally we've seen to continue, you're going to need to start seeing evidence. The weekly jobless claims number this morning is a start, but it's not enough. We could be bouncing around in the next few weeks.
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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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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.
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Even just a month ago, prior to the release of the March payrolls number, there were some investors betting that rates wouldn't rise until early next year. Now, after two months of higher payrolls, it seems likely rates are set to rise, and so there's a certain throwing in of the towel for some investors.
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Don't forget about the Gretzky factor, ... Don't underestimate him. He may take this team and give them a heck of a chance to get in. He'll bring something to the table that will make players give that extra effort that may win them a few games. He thinks way ahead of most people.
might next week
CPI and PPI next week could be a little light, so that might get some attention,
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.