Ned Riley
Ned Riley
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.
confidence fears judgment lack throes
There wasn't enough in my judgment to alleviate the fears that we are in the throes of a lack of confidence in the market.
difficult felt further package policies stimulus tax together
There was disagreement about tax policies and the need for further stimulus was at issue. O'Neill felt there was no more need for stimulus and it would have been difficult to get a tax package together without unanimity.
feeling investors report terms wage
The report will give investors some feeling in terms of wage trends, and inflation,
buy greatest nobody time wants
This is the greatest time to buy these stocks: when nobody wants them.
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.
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.
dead people period quarter
This is sort-of the real dead period for the quarter and it's also the summer, and a lot of people are on vacation,
activity closing extension markets people periods pulling seen
This is one of the most challenging periods for markets I've seen in a while. Short-term fundamentals are improving, but socio-political overtones are pulling people away from the positives. Even with closing a little higher, today's (Wednesday) activity was just an extension of what we've seen the whole week.
activity closing extension markets people periods pulling seen
This is one of the most challenging periods for markets I've seen in a while, ... Short-term fundamentals are improving, but socio-political overtones are pulling people away from the positives. Even with closing a little higher, today's (Wednesday) activity was just an extension of what we've seen the whole week.
atmosphere conducive correction drop
The whole atmosphere is not conducive to a drop in expectations, but if it does happen, we'll get a correction the market.
clearly developed last seen
This divergence that's developed over the last 12 months, has clearly been the widest I've ever seen in all the years I've been in the business.