Joseph Cohen
Joseph Cohen
Joseph Cohenwas a Canadian lawyer, academic, and politician...
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,
attractive extended following issues offer period price relative share smaller
Smaller issues offer attractive relative valuation, following an extended period of share price underperformance,
due expect following industry notable quarters recent
We expect the DJIA to outperform the S&P 500 in 1999, following notable under-performance in many recent quarters due to differences in industry composition,
close market
We went from a market that was dramatically undervalued to one that is priced close to where it should be,
feeling good investors left
My feeling is there are some good opportunities left in the Nasdaq, ... But investors have to be careful.
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.
conclusion continue expect forecast growth principal profit
The principal conclusion is that we expect profit growth to continue through our new forecast horizon,
fears recession year
recession fears are unwarranted for this year and the next.
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.
changed corporate economy economy-and-economics recent specific
Little of a fundamental nature, specific to the U.S. economy or corporate performance, has changed in recent weeks,
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.
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,
accept aggressive approach economic investors seeds view
When investors come to accept the view that the seeds for economic reinvigoration have already been sown, a more aggressive approach will be appropriate,
backdrop believe technology
We believe that the backdrop for investments in technology is favorable,