Terence Gabriel
Terence Gabriel
coming earnings market numbers reporting stocks tendency
Especially with the numbers actually coming out, the tendency for this market has been to get out of those stocks reporting earnings a day or two before the report because after they report, it's going to be downhill.
earnings hike rate reports situation
I still think earnings reports are going to be very good. I think we're getting to the end of rate hike situation on the part of the Fed.
earnings flight internet panic safety slammed stocks tech
It's just eroding. It's all panic and follow-through on tech earnings fears. Biotech and Internet stocks are all getting slammed with some flight to safety into Dow stocks, but I don't see it being sustained.
behaving earnings forward market reports year
I'm not very enthusiastic. I think the market is not behaving well as a whole. There's just a lot of trepidation about earnings when you look forward into the new year when the reports come in January.
earnings election future issue prices short
The election is exaggerating the short term, but it's not the issue. The issue is the deceleration of earnings and the contraction of multiples because prices got way out of whack with what future earnings were going to be.
ahead april closed earnings expect high market october quickly reported shift tend volatile
In January, April and July, the S&P 500 and the Nasdaq have closed down when earnings are reported but they tend to be better ahead of earnings so I don't expect October to be any different. It's a very volatile market and things shift very quickly but the expectations are just so high ahead of earnings.
concern energy far forward looking numbers october people
There's still a lot of concern about energy prices. People are already looking forward to the numbers in October which are going to be potentially far worse.
box companies demand either equipment goes market pc produce software tied
So much of the market now is tied to PC demand and all of the other companies that produce equipment that either goes into a PC, into the box or the software which makes them run.
fear market outweigh weather
Downgrades outweigh upgrades and fear outweighs greed. This is not a market that can weather uncertainty and it's been pretty brutal.
along believe bought consumer economy february investors losses moving obviously sitting slow spending stock stocks though volatility
We don't yet believe that consumer spending is going to slow dramatically even though there has been a lot of volatility in the stock market. Obviously there are a lot of investors out there who were sitting on big losses from stocks they bought from February through March. But we still see the economy as moving along strongly.
absolute negative reached sentiment suggest
It does look like we reached a shorter-term capitulation but I don't think sentiment ever got negative enough to suggest an absolute low.
built financial good last run stocks three tremendous
Many stocks have already built in good earnings. A stock like Goldman Sachs had a tremendous run over the last two or three months, so my sense would be you'll have a 'sell on good news' for a lot of these financial stocks that have rallied.
appreciation basically billion close dollars measures next nine offers orders potential stock strong versus
Basically for the nine months, they're doing close to a billion dollars in sales. A very strong book-to-bill (ratio, which measures orders versus shipments). I think this stock offers a lot of appreciation potential over the next year.
likely numbers super weak
We think those numbers are likely to be subdued, not super weak and not super strong.