Joseph Cohen
Joseph Cohen
Joseph Cohenwas a Canadian lawyer, academic, and politician...
children create dust front help mud remain tanks
No one will help us. The tanks remain in our front yard, and create dust and mess. When it rains, the mud is so bad, our children can't even go to school.
coming control direction extent government increased indeed investors iraq level relieved seem situation soon toward unfold
It is too soon to know how the situation in Iraq will unfold in the coming months, and the extent to which the new government can indeed control the country, ... But, for the present, investors seem relieved that the direction is not toward an increased level of U.S. involvement.
activity corporate data economic expected gains inflation interest performance price reported stock suggest supported worst
Data suggest that economic activity has bottomed and that the worst is now being reported for corporate profits, ... As such, stock price gains are expected to continue, supported by improvements in corporate performance and mild-mannered inflation and interest rates.
correction intense might united volatility
The volatility has been more intense than we might have expected, ... in the United States, that correction has really been overdone.
conclusion continue expect forecast growth principal profit
The principal conclusion is that we expect profit growth to continue through our new forecast horizon,
backdrop believe technology
We believe that the backdrop for investments in technology is favorable,
currently emphasis integrated moderate number oil services small
We are currently advising a moderate overweight, with an emphasis on oil services and a small number of integrated producers,
catching pleased rest
We are pleased that the rest of the world is catching up.
conclude facts fair market roughly today
When we put all of these facts together, we conclude that the market today is roughly at fair value,
above anticipate assumed current demanded equity extreme highs historical investors near past premium reading risk september three
After September 11, 2001, we assumed that the equity risk premium demanded by investors would be above the historical average, but did not anticipate the current extreme reading which is near the highs of the past three decades,
appears earnings following operating percent performance rose second share similar
It appears that operating earnings per share rose 6 percent to 7 percent in the second quarter, following a similar performance in the first.
asia bit economy hurts strong weakness
I think it was more of an excuse, ... Weakness in Asia just hurts a strong economy a little bit around the edges.
fears recession year
recession fears are unwarranted for this year and the next.
attention brazil consequences direct economic focused global investor quite recently states three united
Global investor attention has recently focused on three nations: Russia, Brazil and Venezuela. The direct economic consequences for the United States are quite small,