Ned Riley
Ned Riley
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.
companies far financial high interest rates reporting seen stocks tech
I think the story is going to be the same going forward. We're going to see the tech companies reporting well. But the high interest rates we've seen so far have undermined some of the financial stocks and drug stocks.
believe discount earnings future group grow growth market maybe percent premium rate slow
I believe the group is going to be able to grow at least 8 to 10 percent in the future and I think the S&P earnings are going to slow down to maybe 7 or 8 percent, ... So this group could have actually a premium growth rate and yet a discount to the market that's, at least, 50 percent, if not lower.
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.
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.
again declining fed great inflation interest message months next rates send six worry
Overall, a great inflation report. This again confirms interest rates should be declining over the next six months and should send the message to the Fed that it need not worry about long-term inflation.
begins economy fed generate raise rates supportive until
The Fed is still maintaining its supportive stance. They are not going to raise rates until the economy begins to generate more jobs.
action bottom clearly federal focus good interest looks matter needs people rates reserve searching stocks
I do think we're searching for a bottom on the Nasdaq and the action looks good so far. I see a lot of stocks doing well and people are going bottom fishing. Interest rates matter and clearly the Federal Reserve needs to focus on the Nasdaq.
changed clearly extremely falling group interest investors opinion positive rates
I do think that there are a group of investors that have changed their opinion about interest rates and that is extremely positive for the market. We clearly do better in a falling interest rate environment.
cut market rate
This has probably been the most-telegraphed rate cut of all time. The market had already anticipated this. Now they are asking: How much more can I get?
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.
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.
company disclose might smartest
The smartest thing a company can do is take anything that they think might be questionable and disclose it now,