Tim Ghriskey
Tim Ghriskey
gas high higher people prices
People are already reeling from high prices at the gas pump. I think they're going to be reeling even more from higher heating costs.
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Given the spike in oil during the third quarter, I think we're going to see higher oil costs in manufacturing companies and lower sales in consumer companies from oil squeezing out other purchases.
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Companies are beginning to tell the markets they are going to take a hit from both Katrina and higher oil prices. Demand for stocks in the short term may slow down.
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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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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.
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The guidance to a higher number for the year just shows that the core business is extremely strong and the company is confident that it continues to strengthen for the rest of the year.
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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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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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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.
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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.
early holiday push retailers sales trying
Retailers are trying to push holiday sales early -- before those first big heating bills.