Jon Burnham
Jon Burnham
broken business calls general good greatest including july lows names news seen
It's not good news that we've broken through the July lows but analysts are pouncing on every stock, including the greatest names in the business such as General Electric. We've seen some unbelievably disappointing calls on some heavy-hitting names,
unknown
The big unknown in this is the geopolitical situation,
bad bit funds individual market nervous
It's a very nervous market right now. It reacts violently. You have any bit of news, bad or good, and the hedge funds are all over it. That's who's controlling this market, not the individual investor.
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I try not to get involved in any areas that I don't understand or that I can't explain to myself what is going on,
build expect good higher market moving shape whether
Whether we build on the 10,000 or not, I think the market is in good shape and I expect it to keep moving higher through the end of the year.
buy inclined might
What's really worrisome is what Mr. Spitzer is going to do next, ... I don't know what wrongdoing AIG might have done. I would be very inclined to buy more of AIG but I don't know what Spitzer has up his sleeve.
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I think the market is searching for any good news it can find but the gloom is so thick out there. The market's in a narrow range but my guess is we are bouncing around the bottom.
market mean midst selling strong today
I think the market is in the midst of a pretty strong rally, and any selling today doesn't mean much. We're in an uptrend.
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I think the market is in pretty good shape right now. The economy is improving, and you're seeing investors react to that.
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The question about Dell is whether this is a commodity business. But this is a company with little debt, tremendous cash flows and a great reputation.
certainly growth percent quarter seeing third
We won't see 15 percent growth like we're seeing in the third quarter (of 2005), but I think certainly low- to mid-single digits.
darkest saying
There's a saying that it's always darkest before dawn,
companies hurt retail
Your high-tech companies won't be hurt very much at all (by tighter credit) but your retail companies will be hurt.
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You're not going to see a big rally through the end of the year, but I think the market will go higher than where it is now. I'm optimistic. I think the economy is improving even faster than people realize, and the fourth-quarter earnings are going to be really good.