Ned Riley
Ned Riley
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.
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,
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.
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.
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.
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.
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.
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.
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.
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.