Ronald Hill
Ronald Hill
Ronald "Ron" Hill is a Welsh rugby union and professional rugby league footballer of the 1960s and 1970s playing club level rugby unionfor Cardiff RFC, and playing representative level rugby leaguefor Wales, and at club level for Castleford, and Salford, as a Loose forward/Lock, i.e. number 13, during the era of contested scrums...
billion continue deficit drag exports fact faster generally growing keeps market means remain slower
A deficit of only $8.4 billion in fact is not as much of a drag on GDP growth. It keeps things faster and also means that American exports continue to remain competitive in a market where the world is growing generally slower than we are.
billion continue deficit drag exports fact faster generally growing keeps market means remain slower
A deficit of only $8.4 billion in fact is not as much of a drag on GDP growth, ... It keeps things faster and also means that American exports continue to remain competitive in a market where the world is growing generally slower than we are.
care companies faster grow health likely looking next profits remarkably three year
I think health care companies are likely to grow profits three times or faster than the S&P 500 next year again, ... I think those are looking remarkably good.
again coming cushion earnings expect flows funds good key lots money mutual remember reporting season seeing underlying upside
The key thing is to remember there's a good cushion of money underlying the market, we're still seeing good flows into mutual funds and there's ample liquidity out there. Remember, we're coming up on earnings reporting season and we expect that to be a pretty good reporting season once again with lots of upside surprises.
bumped fishing growth looking maybe pond profits rate recurring revenue sales start time
Their recurring revenue from the cellular sales is actually doing better than they think. Growth rate may be bumped up, profits looking pretty good, sales looking good. I think it maybe time to start fishing in that pond again.
computing demand electric growth happened happening period quite strong supply technology
What is happening is a little like what happened in the 1920s, the period where demand growth was quite strong but supply growth was even faster. You had new technology then, it was electric power. Now its computing power.
aggressive companies earnings far good percent performance point quarter quite reporting reports second sixty upside weak
Earnings actually have been very good in the second quarter. Sixty percent of the companies reporting so far have been upside surprises. That's not quite as aggressive at this point as the first quarter reports were, but still a very good performance in a weak quarter.
based broad domestic global moving people sort strict toward
(FedEx) is really a play on the broad based global recovery. Sort of moving out of the truckers, moving into the international people away from a strict domestic U.S. focus, more toward international focus,
companies earnings far gives growth inflation key plenty reporting somewhere strong upside
There's still plenty of liquidity. Earnings have been spectacular, over two-thirds of the companies reporting so far in the S&P 500 have had upside surprises, ... Remember, strong growth gives you strong earnings. And the key thing is that inflation is still somewhere over the horizon.
great people watch
This is one of the great correlations. People used to watch this religiously (and) still do.
great people watch
This is one of the great correlations, ... People used to watch this religiously (and) still do.
annual asking companies fact question securities sure
Often it will be in the annual report. Certainly, securities analysts are continuously asking the question to make sure that in fact the companies are up to speed.
earnings estimates follow normally rising stock technology
Actually, earnings estimates will be rising, and normally when rising earnings are occurring for the technology company, the stock will follow along.
add average demands despite employment fact higher means number payroll small wages workers worry
Despite the payroll employment number being higher than expected, the fact that average hourly wages were so small means that there are not a lot of wage pressures, not a lot of demands to add new workers and, therefore, not a lot to worry the (Federal Reserve) in this report.