John Hughs
John Hughs
earnings expectation growth improved
The expectation is that earnings growth is slowing, so any kind of improved earnings would help,
cap december early five four january major negatives pulling run seems weeks
We're kind of back to where we were four or five weeks ago. We're in this transitional environment, where after the December and early January run there seems to be a cap on the upside, but there's also no major negatives pulling us down.
far particular question rally
The question is how far can this particular rally go?
leave money seeing shifting
We are seeing money leave anything that's not technology, biotech or telecom and shifting into those very groups.
almost basis bit case companies earnings estimates good helpful maybe mean meet movement negative people performing period positive reported reporting reports run stocks whether
A lot of stocks have reported surprisingly good earnings this period or at least the expectations were maybe we weren't going to meet these estimates and people were concerned. But they have been performing a little bit better of late. Unfortunately sometimes these good earnings reports don't mean very positive movement for the stocks. Sometimes the stocks have run up in anticipation. So it's almost been a case by case basis whether the earnings have been helpful to these companies or if it's actually been something that's been a negative by reporting good earnings,
business consider focus potential track
They need to get back on track and focus on what they do well. They have a good, defensible position. Once they get the business back on track then they can consider some of the potential options.
location
They're not so jaded; they haven't done it 20 times before. When you go on location in Chicago, even the onlookers are thrilled.
location
They're not so jaded; they haven't done it 20 times before, ... When you go on location in Chicago, even the onlookers are thrilled.
box family far landscape phone
That phone box is part of the landscape and not far off being one of the family too.
expect saddam saw seeing seen today tuesday wednesday week
You're seeing a follow-through of what you've seen this week, ... On Monday, you had some profit-taking after Saddam Hussein's capture, Tuesday you saw a rally, Wednesday it consolidated and today we're up again. I would expect the week to end on an up note.
equally face last night olympics rewarding smiles won
This is equally as exciting, and nerve-wracking and rewarding as last time. Those two smiles - on Sarah's face when she won the Olympics and on Emily's face last night ... boy.
economic growth indicative looked previous seen terms
This is the first one after the election, and I think it will be seen as more indicative of economic growth than previous ones, which were looked at in terms of the election,
driven economy-and-economics iraqi slowing violence weakness
The weakness could be driven by earnings, or a slowing own in the economy, or even uncertainty over the Iraqi elections. The violence is escalating and it's an overhang for the market.
concern crown jewel looked north operating producer quality
So you have quality assets, you have an operating concern that is looked on as the jewel in the crown of the North American producer group.