Ned Riley
Ned Riley
earnings growth means rate risk
Any (profit) short-fall in that growth rate at 110 times earnings means there's some risk in these stocks.
bottom clearly dashed fed hiatus hopes january line
The bottom line is clearly the Fed has dashed the hopes of a hiatus after this January increase.
again against create higher hitting moving note obstacles oil price record stock treasury yield
the ten-year Treasury note yield is again moving higher and the price of oil is hitting up against record highs, all of which create obstacles for higher stock prices.
earnings investors leader light looking needs reports technology though
Technology needs to be the leader on the way up, because it was the leader on the way down. Even though the earnings reports are miserable, there's a light at the end of the tunnel. That's what investors are looking at right now.
ceiling good imposing news next related selling sorts
That's imposing a ceiling of sorts on any rally. But the good news is that at the end of next week, tax-loss related selling may abate dramatically.
clearly microsoft volatility volume
You're going to get a lot more volatility on a day like today, but some of this activity, in combination with the Microsoft announcement, has clearly accelerated the volume on the day.
care cheap cyclical earnings group growth health rates sell stocks
This is an opportunity, ... You can find some health care stocks with price- earnings ratios, ironically, more cheap than they are in the cyclical area. The health care group of stocks that I like sell about 28 times earnings and have growth rates of 14 percent.
boxed companies forecasts lack past poor
These companies are boxed in by poor past forecasts and lack of visibility.
companies earnings few group groups growing growth hot people percent rate relative selling somewhere strange terms
These companies are actually growing, ... The whole group is growing somewhere between 10 and 13 percent relative earnings growth and the price-earnings ratios are about 13 to 14 times. It's one of the few groups out there that are actually selling at their growth rate in terms of price-earnings ratio. And, right now, it's strange -- people don't like the group. It isn't a hot group.
company disclose might smartest
The smartest thing a company can do is take anything that they think might be questionable and disclose it now,
data durable goods latest leading maintain market surprising
The surprising improvements in the latest employment, manufacturing and durable goods data Wednesday, all leading indicators, put the ingredients in place for the market to maintain an upward bias.
bit coming concerned funds grabbing investors money mutual outlook percent share terms volatility
Money funds are still grabbing about 50 percent of share of the money that's coming into mutual funds, ... So I think investors are a little bit guardedly optimistic, but still a little concerned about the outlook in terms of the volatility and the economy, probably.
believe good january kinds momentum
I don't believe in these kinds of indicators, but I do believe in momentum. The momentum in January was good and I do think we will have an up year, but not because of an indicator.
beginning believe move strong
I believe this is the beginning of a strong move higher.