Phil Dow
Phil Dow
beginning critical early good guess invested january money positive year
My sense is that January is going to be critical this year and I think you can see a good beginning to the month. I think you can see a positive January and my guess is that's how you're going to see money invested -- early and strongly.
guess value
My guess is that value will have its day,
asset financial growth guess market solutions stocks styles trying value
This year, the market is trying to tell you to be selective. If you look at the stocks that have moved, it really has not been just 30 big stocks; it's been all asset classes, all styles -- value and growth have delivered. The ones that are really getting fundamental financial guide, post-traction are those that are delivering. So my guess is selectivity is the key, and I think you've got to be in kind of best-of-breed solutions right now.
companies earnings economic feature fed focal guess market miss money months move past point powerful rally reports season sentiment talked three
We're at the tenderloin of the earnings season and you are going to see powerful earnings reports from a lot of companies this week, and I think while we have got economic reports, earnings are going to be the focal point of the market right now, ... I think one feature that we've not talked a lot about is just the sentiment on the part of professional money managers. They have had to be kind of tentative the past two or three months with the Fed hiking. My guess is the one move they can't miss is a big up move here, and I think you could have a train-leaving-the-station kind of rally as institutions come into this marketplace.
close depressive economy emotional guess manic point seen wash
I think it's still emotional and we've seen a manic depressive market. It has very little to do with the economy and my guess is it will wash out at some point ? I think we're getting close here.
guess next position stocks trend year
The overwhelming trend will be more to position portfolios for the next year and my guess is that you'll see some of the stocks that have done well do better,
capture driving groups guess headed leading market maybe percent represents technology
Right now, technology represents about 24 percent of the capitalization of the S&P, ... My guess is we're headed up to maybe the 20s or maybe 30 percent. If you look back historically, leading groups can capture that much of the market and I think technology's driving the market right now.
accelerate america believe grow guess obviously recover
If you don't believe America is going to grow and recover from this, obviously you should sell, ... My guess is it's going to accelerate our recovery.
companies people rest sector software spending tech thinking waiting
These software warnings have got people thinking that companies aren't spending their wads of cash. There may have been some unrealistic expectations, so I'm waiting to see how the rest of the tech sector does.
balance company equipment financial firm great throw waters
We like Waters Corporation, ... It's a company that specializes in equipment for biotech research, great balance sheet, firm fundamentals. In financials, we would throw in Wells Fargo, TCF Financial Corporation, and Citigroup.
bit doubt economic longer market mosaic pieces seeing short stock support sustained term together
Bit by bit we are seeing the pieces of the economic mosaic come together that could support a sustained stock market rally, at least in the short term ... But in the longer term, there are still significant questions, no doubt about it.
clearly great leader shot
We think Nokia is clearly going to be the leader in handsets, ... And we think they've got a great shot at infrastructure as well.
activity investors negative news traders trading
The trading activity has a negative bias. The news has been negative and it's frustrating for investors and traders alike.
immediate looking safe
I think if you're looking for immediate gratification, there's probably no place that's real safe to buy,