Michael On
Michael On
bad balance clean financial loans market positive sees shares
The market sees as positive for financial shares to write off bad loans that will clean their balance sheets.
consumer despite economy extremely few investors looking market months next performed resilience seem sentiment softer start stronger towards weak
When all was said and done, the market showed its resilience once again, ... The market performed well despite today's extremely weak consumer sentiment number. Investors seem to be looking over a softer economy for the next few months towards a stronger economy to start 2006.
cash earnings estimate flow ignoring impact market neutral overweight price raising seems strong
We are upgrading Alcoa to overweight from neutral and raising our 2006 EPS estimate to $2.15 from $1.88 because the market seems to be ignoring the strong aluminum price and the impact it will have on Alcoa's earnings and cash flow in 2006.
gaining market relying
We're very much relying on gaining market share,
ability acceptance continued despite driven enterprise market offer pleased pricing products solutions weakness
We see continued weakness in the U.S. economy, and resultant pricing pressures, ... Despite the slowdown, we are pleased with market acceptance of our enterprise products driven by our ability to offer end-to-end solutions and services.
comment focus fourth good improvement margin market outlook results strong
These were particularly good results with a strong margin improvement in the fourth quarter, but the market may focus on the very challenging outlook comment for 2006.
energy markets nuclear role time unique
The time for nuclear is right. We are just at a very unique time in energy markets and for the role of nuclear energy.
confidence consumer economy fed finished housing labor market momentum people record risk seeing strong super
Is there a risk the Fed has tightened too much? Not with the kind of momentum we're seeing in the economy and not with consumer confidence at record highs. People are wealthier, real incomes are growing, the housing market, while slower, is still super strong and the labor market is still super tight. I don't think the Fed is finished just yet.
beginning bit came consumer evidence expected fed gas higher market paid prices raising rates reasons recent weigh
ISM prices paid came a bit higher than expected and that stoked some inflationary concerns, ... I am bearish on the market right now for two reasons -- the Fed has indicated it's going to keep raising rates and there's been recent evidence that gas prices are beginning to weigh on consumer spending.
market maybe perhaps
Is it a big market today? Maybe not. Could it be? Perhaps over time.
against buffer crude due flow giving high imports market potential recent steady supply thick
Crude inventories are at extraordinarily high levels, due in part to a steady flow of imports in recent months, giving the market a thick buffer against potential supply disruptions.
anecdotal due evidence floor flows greater impact level lighter lower market point seeing trading
Anecdotal evidence on the trading floor indicates things have been lighter than at any other point in the week. You are seeing some one-off flows that are making a greater impact in the market due to this lower level of liquidity and volume.
across areas beyond challenges data demanding facing feature holistic management market multiple serious single solutions
Enterprises are facing serious challenges across multiple areas of e-mail management. The market is demanding solutions for holistic e-mail data management that go beyond a single feature or function.
certain decision driving expects market mature roots type
Driving our decision to go back to our roots is that the market is mature and expects a certain type of system-level security.