Ned Riley
Ned Riley
commentary companies negative prepared second warn
Be prepared for a continuation of negative commentary by companies as they warn about the second quarter.
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There has been a dearth of negative news, which to the market has to be a sign of good news.
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We're going to have more people talking about the Fed becoming less aggressive, which will be neutral or negative for the market because the market has been feeding off low interest rates. I don't think the Fed commentary is going to be as predictable and direct as the last meeting.
bond bonds favorable less market negative rally report stocks
I think the bond market has already discounted a favorable report but not a negative report, ... If we see something less than 150,000, bonds will rally and stocks may, too.
economic ignore negative news
Ignore the negative economic news because the market's discounted most of it,
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The negative sentiment we are seeing is a terrific Wall Street indicator,
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What's going to be key over the next week and determine how stocks perform is the interplay of pre-announcements versus brokerage upgrades. The corporate news will become more relevant than the economic news as we get closer to the period of quarterly reporting.
recovery road rocky
The rocky road to recovery has some potholes.
boxed companies forecasts lack past poor
These companies are boxed in by poor past forecasts and lack of visibility.
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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.
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The smartest thing a company can do is take anything that they think might be questionable and disclose it now,
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Things like Dell Computer or Microsoft or Cisco Systems, all have one characteristic: They have enough cash to go through a period like this and come out smelling like roses,
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The worst point of the tech cycle is probably upon us now, but the actual results and the commentary on earnings are no surprise. There's a selling exhaustion in regards to tech stocks. People are trying to focus on the road ahead. Looking forward; there is a lot of upside potential.
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Enron is providing the counterforce right now. It's undermining a number of industries such as utilities, banks, insurance and energy companies.