Tim Ghriskey
Tim Ghriskey
call company cult degree earnings hurt missed misses selling stock street wall
When a company selling at this valuation and is this much of a Wall Street darling, and what we call a cult stock, misses earnings to the degree it missed here, the stock is really going to be hurt by it.
change depress fed gone growth investor opinion period sea simply trying
There has been very much a sea change of investor opinion here. We've gone from a period where the Fed was simply moderating growth to a period where the Fed is trying to restrain growth or even depress growth.
dangerous downside hanging hope investors stocks technology
There are a lot of investors we find who are hanging on to technology stocks with the hope that they're going to rebound, and that's still a very dangerous thing. We really need the capitulation of those investors. So we still could see more downside on the Nasdaq and in technology.
delivered means perfection
Its valuation means it's priced for perfection and perfection was not delivered this quarter.
heard loss tax
It's tax loss selling. I haven't heard of anything else.
benefit companies finally flow generate increase levels seeing taken trash
It's taken a while to generate the real increase in trash levels that these companies benefit from. That's what we're finally seeing flow through here.
drive guidance price seems stock upside
It's that upside guidance that really seems to drive the stock price in these situations.
earnings energy excited higher influenced lower market perhaps prices stocks
Earnings in 2006 will be influenced by a combination of higher rates, energy prices and perhaps even lower demand. The market is not excited with stocks right now.
basically cheaper good names slowing solid
It's basically good fundamentals, good pipeline, solid companies, ... They're defensive. They're not impacted by the slowing economy. And these are some of the cheaper names out there.
against companies competing industry needs strengthen stronger
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.
continue help incentives lose market seem situation wonder
They continue to lose market share. Incentives didn't seem to really help the situation here. You have to wonder if the incentives are really the right way to go.
account almost certainly coming current helping intel moderation number oil positive prices
There are some high-profile upgrades this morning, and Exxon Mobil and Intel are certainly helping the market. Adobe earnings, the current account number coming almost in line, and the moderation in oil prices will be a positive on the market.
businesses capturing certainly chance good name worked
It certainly has worked for Wal-Mart and Target. Sears has a good chance at making a name in those businesses and capturing some share, but it's not going to be overnight.
ado market positively react
I think the market won't react positively to it, but I think it is much ado about nothing.