Ned Riley
Ned Riley
economy slowing tech
What we have now is an economy that's slowing down. I think we're going to see some cyclicality to tech earnings.
economy slowing tech
What we have now is an economy that's slowing down, ... I think we're going to see some cyclicality to tech earnings.
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.
committed demand economy-and-economics fed slowing technology
If the Fed is committed to slowing the economy, then I do think demand for technology will slow.
announce companies economic either growth linked revenue slowing start strategy strongly
I also feel very strongly that Procter & Gamble's strategy is not going to be linked only to Procter & Gamble, ... We will see other Dow-type companies that either have some economic sensitivity or a slowing of revenue growth start to announce restructurings.
earnings host pain prior punishment reports slow work
The fundamental environment, because we still have a whole host of earnings reports to come out, could work to slow the rally. But much of the pain and punishment has already been absorbed prior to the end of the quarter.
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.
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.
company disclose might smartest
The smartest thing a company can do is take anything that they think might be questionable and disclose it now,
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,
actual commentary cycle earnings exhaustion focus looking people point regards results road selling tech trying upside worst
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.
energy enron industries insurance number providing
Enron is providing the counterforce right now. It's undermining a number of industries such as utilities, banks, insurance and energy companies.