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.
advocate attention cannot clearly daily discern downs money next pay people stress strong terms trends ups week weeks
A lot of people should not pay attention to the ups and downs daily because clearly they cannot discern the next week or two weeks in terms of trends in the markets. Where do you want to put your money long term, and I stress long term. We always advocate a very strong diversification.
based commentary decent earnings future holding huge investors january meeting rally reporting reports weeks
The rally in the first two weeks of January was based on expectations that we would have a decent reporting period. Largely, that's been true, with many earnings reports meeting or topping estimates. But unfortunately, the commentary about the future has been a huge downer. That's one of the things holding investors back now.
comfort far forward hopefully incident last people steps took week weekend
We took two steps forward last week and only 1 step back so far this week. So there is some comfort in that. Hopefully we'll get through this weekend without incident and that should give people some reassurance.
call economic last seen six strength weeks
The economic strength that we've seen in the last six weeks has been what I call deflationary.
companies reason results simple weeks
The hesitancy is still there for the simple reason that companies have another two weeks of warnings before results are actually announced.
focus hoping market neutrality point week
The focus point of the market this week is going to be tomorrow. If anything, I'm hoping for neutrality out of the Fed.
declaring drawn enthusiasm last longer markets people premature pressure realizing rushed selling shorts victory war week
The markets got a little premature declaring victory last week and the shorts rushed in to cover. Now enthusiasm has dissipated and the selling pressure is on. People are realizing that the war is going to be longer and more drawn out than anticipated.
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.
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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,
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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,
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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.