Stanley Nabi
Stanley Nabi
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.
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.
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.
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.
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.
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.
adjusting beyond decisions lower market profits situation
The market is still adjusting to lower profits expectations, and beyond that it just can't make decisions with the world situation being what it is.
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.
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.
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.
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.
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.
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.