Michael Holland
Michael Holland
al continue greater importance led starting stronger understand
Managements in the U.S. have led the way and now we see are starting to see it around the world, BP et al are starting to show that they understand the importance of getting leaner and stronger and better, ... And we continue to have greater and greater productivity.
continue investors signals wait
Investors continue to wait and see if there is anything that signals a bottom,
continue course involved people possible sometime
It's very possible it will take a completely different course than any of us expected, ... The real story is where will this thing go sometime in the future, particularly as people continue to become more and more involved in telecommuting.
behind continued economy federal growing problem reserve
It's just continued disappointment in the Federal Reserve, ... We have a growing problem in the economy and with companies' profitability and the Federal Reserve is behind it (the curve).
advantage continue cycle economy economy-and-economics levels market people portion positions profit retain risk taken weakness
The economy and the profit cycle that is in a downturn will come to an end and when it does, people should continue to be invested. Take advantage of any weakness or retain positions ? overall, the market is down to levels where a portion of the risk has been taken out.
continue earnings fear good news numbers shall
The earnings numbers continue to be really lousy, ... When you have this kind of carnage, fear replaces greed, but the good news is that this too shall pass.
bull despite lots nasty stealth stories
There are lots of nasty stories but despite that we've had a stealth bull market.
fisher george great happened joined problem
When Mr. Fisher joined Eastman Kodak, I was a shareholder with great anticipation that he would take a technological problem and make it into a technological opportunity, ... Lou Gerstner did that at IBM. I thought there was a possibility, actually a probability, that we'd get that out of George Fisher. Unfortunately it hasn't happened yet.
move next october
We've come from 7,500 in October to 10,000 shortly thereafter, ... I think the next 2,000-point move is not back to 7,500 but up 2,000 points.
closer couple last looked market time weeks
Every time in the last couple of weeks that this has looked closer to a resolution, the market has done better.
government numbers period rather somewhat weak
The government numbers are often lagging indicators rather than coincident indicators. I think there will be confirmation that we have a somewhat weak period right now.
asset both management owning positions reasonable
Both owning asset management and not owning asset management are reasonable positions to take.
market midst predicted reactions since sort stock strong upside
We have been and are probably in the midst of some sort of significant recession, ... The stock market predicted it ? it's already down. Since the market has already priced in the recession, we get these really strong reactions on the upside when there's a glimmer of anything positive.
looking market news people reasons refused resilient
When the market refused to acquiesce (to Cisco's news), that was uncharacteristically resilient of this market, ... People are now looking for reasons why the market isn't doing more.