Tim Ghriskey
Tim Ghriskey
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.
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.
delivered means perfection
Its valuation means it's priced for perfection and perfection was not delivered this quarter.
products
A lot of the higher-margin products are doing well.
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.
brand edge encourage future name shopping spending
They are spending heavily to encourage future growth. They've got a lot of competition. Their competitive edge is their brand name and shopping experience.
competing environment industry
This is essentially re-creating the old AT&T. But in this environment, the industry has been so weakened, with so many competing technologies, it's a very, very different world now.
concerns costs energy higher impact interest investors rally rates seen stock stocks took
There's still a lot of concerns about the impact of higher interest rates and energy costs weighing on the stock market. And after the rally in stocks we've seen this week, investors just took a pause.
lawsuit obviously settled tobacco
The tobacco lawsuit being settled -- that's obviously impacting tobacco stocks.
continue drift itself pattern repeat stocks summer technology tend
Technology stocks don't tend to do well in the summer. We could see that pattern repeat itself and technology could take the summer off and continue to drift down.
bargain hunting month second seeing within
Techs have been underperformers during the month of December, especially the second half, so I think we're seeing some bargain hunting within technology.
money move people situation time
Delphi is weighing on the whole automotive industry. More people want to move money out of that sector, and the situation is not going to get better any time soon.
Delphi is weighing on the whole automotive industry,
I don't think he can be a merchandiser. That's not his training. It's a real specialty.