Ned Riley
Ned Riley
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These companies are boxed in by poor past forecasts and lack of visibility.
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In the past four-to-five weeks, there has been sporadic evidence of a positive flow of equity into mutual funds both domestically and internationally, ... But if you look at the total amount of liquidity, the amount of the inflows are a couple of drips out of a faucet compared to the Atlantic Ocean.
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There is a serious shift going from the growth companies in the old economy to growth companies in the new economy that have been quite tarnished over the past nine months. The tech recession was the catalyst and we are genuinely seeing a slowdown in old economy sectors.
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I like Merck, in particular, because here's a stock that's retreated dramatically from its high, but still has its earnings growth-rate intact, ... This company, I think, can grow about 13 to 15 percent. And its price-to-earnings ratio now is getting down to a level that I think is very reasonable relative to its long-term growth rate.
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I'm reluctant to revisit things like talk of the 'Goldilocks economy,' but what I think you did see the market react to is Greenspan outlining an environment that is balanced, but with a fairly strong upward bias,
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It's something of an uplifting experience for us in the investing community to see that companies really are taking their accounting seriously. An exercise that CEOs seemed to treat as rote and automatic is viewed totally differently.
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EBay was given no mercy after hours. Followers were very dismayed by the guidance and that clearly was no help for the rest of technology.
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Everybody knows the second quarter is going to be miserable but there's a sliver of optimism on the part of investors that would hope that the commentary would be geared toward a better scenario.
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The big news is clearly the payroll report.
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The bad news could actually be fully discounted in the stocks themselves,
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The retail sales number today reinforces the notion that the consumer hasn't fallen apart. Today's market is encouraging from the perspective that there is less of an Enron hangover.
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This is a very critical period for the economy. The leadership is where it should be, with technology moving forward. I think we're in a turning point. That's what the market is sending a message about.
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This is clearly a holiday-impacted trading day, as volume indicates. I do think the market is acting extremely well. The Christmas rally that people eagerly awaited is here, but it's taking on something of a more subtle tone.
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The negative sentiment we are seeing is a terrific Wall Street indicator,