Ned Riley
Ned Riley
critical leadership market message moving period sending technology turning
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.
closer corporate determine economic key news next perform period relevant stocks versus week
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.
almost fears lack news next period scandal seem
Fears about the next scandal seem to have eased. It's not very exciting, but it's a period where a lack of news is almost good.
cash computer microsoft period
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,
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.
bad earnings market period ugly
It's been the good, the bad and the ugly. I think this period is still going to be ugly for earnings but the market has discounted it.
bad earnings market period ugly
It's been the good, the bad and the ugly, ... I think this period is still going to be ugly for earnings but the market has discounted it.
camp easier fed joining longer money people period provide willing
People are joining the camp of easier money for a longer period of time. The Fed should be willing to provide any and all support.
clearly continue microsoft next period produce reality until
I think you're going to continue to see this until we get through this whole period where there are these expectations that are clearly different than what reality is going to produce next year. Microsoft is only another example.
earnings grow growth level ratio reasonable relative stock
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.
environment fairly greenspan market react reluctant revisit strong talk
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,
accounting automatic ceos community companies exercise experience investing rote seemed taking totally treat uplifting viewed
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.