John Eade
John Eade
areas bullish companies delivering earnings excellent focus good growth prices target technology trading trying value values
We are bullish on the market. You mentioned...that we've upgraded some target prices on technology shares, but we're also trying to focus on the value areas of the market, too, because a lot of excellent companies delivering double-digit earnings growth are trading at below-market multiples, and we think are good values here.
areas bullish companies delivering earnings excellent focus good growth prices target technology trading trying value values
We are bullish on the market, ... You mentioned...that we've upgraded some target prices on technology shares, but we're also trying to focus on the value areas of the market, too, because a lot of excellent companies delivering double-digit earnings growth are trading at below-market multiples, and we think are good values here.
almost deliver earnings focus growth investors maybe near paying percent pursue unwilling
Right now investors are paying for earnings growth and they are unwilling to pay almost anything if you don't deliver earnings growth, ... Tenet is up near all-time highs. Maybe you don't pursue that as aggressively as, say, a Costco, which is maybe off 20, 25 percent from its highs. But the focus is on the earnings growth here.
areas buy focus health investors ready technology
I think investors should be ready to buy on the dips, particularly in long-term focus areas like technology or health care.
ready turnaround
Get ready for a turnaround in earnings, ... It's going to come, it's not going to be smooth.
change happen management order ranks waiting
We've been waiting for something to happen in the management ranks in order for them to change their strategy.
prices stock weakness
We're probably going to see more weakness in stock prices in the near-term,
banking cheap economy investment pick price target turn
We look for the economy to turn around, M&A to pick up, investment banking to pick up, and Goldman is very cheap now. We've got a $120 target price on it.
bit optimism profit quite seeing soon
We're seeing quite a bit of optimism in stocks, ... I think pretty soon we're going to see some profit taking.
ahead bond calm fears fed hiking inflation markets move next percent rates strong
Well, I think the Fed's move, the Fed's hiking of rates next week, which we expect, should show the markets that the Fed is ahead of the inflation curve. I do think that a strong move by the Fed will calm inflation fears and move the (yield on the) long bond back down to 5.88 percent or 5.9 percent.
despite oil rise stocks
Despite the rise in oil prices, some of the oil stocks haven't done so well,
america aol brand buy good internet leading obviously online
And then you have America Online ( AOL ), which is down more than 30 percent. Obviously the Internet is here to stay, and that's the leading brand on the Web. So I think AOL is a good buy here, too.
banking banks businesses capital cheap direction fed fleet headed interest investment markets moving percent quite rates regional related remain rule shares
The Fed is moving to the sidelines, 50 percent of the regional banks businesses as a rule are still related to the direction of interest rates. We think interest rates are headed lower. Capital markets remain very active. Fleet is in that business. They have an investment banking division, too, now. So the shares are quite cheap at about 13, 14 times earnings.
deepest pipeline portfolio product
It has got the broadest product portfolio and the deepest pipeline of any drug stock.