Tim Ghriskey
Tim Ghriskey
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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.
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It is an oil day. Oil is over $68 now and that, combined with a very hawkish statement from the Fed, is weighing on the market. Energy prices at the gas pump are impacting consumer spending and its impact is reflected in AutoZone's earnings and Avon's profit warning.
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I think the big thing is the second quarter sales and earnings being below expectations.
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After the peak season ends, the fee increases will kick in and that will be a major driving factor in boosting earnings for the full year.
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The big thing is the second-quarter sales and earnings (forecast) being below expectations. It's not going to be greeted favourably in this environment.
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Earnings and revenue were both significantly better than expected.
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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.
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This is a competitive market. 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.
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This is a company where management is still committed to spending earnings to stimulate future growth and market share. You are betting with management that their efforts are going to pay off. Is there any guarantee? No.
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This should lead to a positive tone to the start of the market today and to the outlook for industrial earnings.
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While it's certainly an industry issue, we believe Ericsson is having a hard time competing in networks against competition. That appears to have led to a major shake up at the top,
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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.
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Even though this was a well-anticipated reversal... the market still has reacted positively to the ruling in pushing up tobacco stocks, because this removes yet another legal impediment to the survival of the industry.
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Big positive surprise, especially in the face of the spike in oil prices in August.