Stanley Nabi
Stanley Nabi
almost asked asking calls clients nobody structure ten
For almost ten years, nobody asked me to structure a dividend-yield portfolio. Now I'm getting calls from a lot of clients asking for one.
case question whether
The question was not whether Case would leave, but when,
budget continue deficit exceed government happen likely marginal means result revenue strength
What is likely to happen as a result of strength in the economy, I think government revenue will continue to exceed expectations, which means the budget deficit will come down faster. That is a marginal plus.
improved last margins peaked profit year
We're going through a correction. Profit margins peaked last year and we don't see how they can be improved all that much.
current hurdle maintain overcome third whether
The other hurdle that has to be overcome is whether they can maintain their current momentum. The third thing is whether they can innovate.
close explosion higher market recovery year
The recovery is going to be plodding from here. I think the market will close the year higher than where it is now, but it's not going to an explosion on the way up.
coming fed increases opinions revise
Those who said the Fed has only one or no more increases coming are going to revise their opinions. The Fed is not finished. It probably has one or two more increases from here.
facing invest nobody
Nobody is going to invest facing these impediments.
came companies estimate half increase percent profits total weakness year
I would estimate that in the first half of this year as much as 40 percent of the increase in the total profits of companies came from the weakness in the dollar.
admit agree housing positive rather reluctant starts surprise
I think right now, even those who were once reluctant to admit it, agree that housing has topped out. What will come as a surprise is if the housing starts are really strong, that would probably be a positive rather than a negative.
economic front market mild next week
I think between now and the end of the year, the market is going to have a mild upward bias. There is nothing that will come out on the economic front next week that will redirect the market.
data employment solid supportive
I think the data will be supportive of good, solid employment figures.
exactly ignored indication last late maybe oil peak spike stocks
I go back to late 1979 and 1980, when oil had the last spike in price. Oil stocks ignored that spike. That's exactly what they are doing right now ... This is an indication that maybe we are going to have a peak here in oil prices.
people settle six
There aren't too many people out there who would settle for getting six percent.