Stanley Nabi
Stanley Nabi
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.
chairman exactly improve margins mark market share turn wall
If I were chairman of the board, I would turn to Mark and tell him to do exactly what you have been doing a while longer. Improve margins further, keep establishing your credibility on Wall Street, and go get more market share now that Dell is on the run.
aol fund level risk tempted
I'm tempted by AOL here, but I don't have it in the fund I manage. The risk level is very high.
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.
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.
areas decent market next returns shift
I see the shift occurring, with a grudge. Many areas of the market have become undervalued. They could show decent returns in the next 12 months.
average carried companies investors moving peak process themselves value
This is nothing new. Investors often let themselves get carried away on what these companies can earn. You have to value them on average earnings, not peak earnings. And we are in the process of moving to peak earnings.
figure labor lower market people
This figure is significantly lower than had been anticipated - a lot of people were factoring in 250,000 to 300,000 jobs. What we see here is a labor market that is getting tighter by the minute.
losing lost period process stock
This is a stock that has lost its way, and has lost it for a long period of time. It's in the process of losing its franchise.
bad becoming coming corporate cut debate either evident helping ignoring market might news point stock
The stock market is ignoring all of the bad news that is coming out, either corporate or on the economy. There is a debate right now, quarter-or a half-percentage point cut from the Fed. It's becoming more and more evident it will be a half-percentage point and that might be helping the market.
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.
facing invest nobody
Nobody is going to invest facing these impediments.
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.