John Eade
John Eade
arena concern economy fears fed inflation interest pick rate starting stays sure wants
There's so much concern going on in the interest rate arena right now with a white-hot economy and fears of inflation starting to pick up again. The Fed wants to make sure inflation stays low.
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.
attempt directors family hooking likely members price recommend unhappy
Price will probably end up hooking up with two family members who are unhappy with the board's performance, and will most likely attempt to recommend new directors on the board.
ready turnaround
Get ready for a turnaround in earnings, ... It's going to come, it's not going to be smooth.
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.
deliver economies emerging good growth profit volume
It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past.
seems starting
It seems like they're starting to do that.
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.
ad agencies building business cheaper control database dominant hire images license money name outfits saver sell strategy
They've got a database of images and they sell it to newspapers, magazines, ad agencies and it's a lot cheaper for these outfits now to license an image from Getty than to hire a photographer to go out and take the image, ... So it's a money saver right now. But as the business evolves, it's building a dominant position, name and distribution strategy and we think it can very much control this market.
affect heading stock weakness
There's a lot of apprehension heading into the afternoon. If the weakness continues, it could affect stock prices.
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.
despite oil rise stocks
Despite the rise in oil prices, some of the oil stocks haven't done so well,