Timothy Ghriskey
Timothy Ghriskey
good numbers saw
We saw some good numbers come out of GE and UTX, which bodes well for the economy, but I think we're still in this correction.
earnings good investors last mostly news october reason saw seeing
We're seeing the same thing that we saw in October during the last earnings period, where investors used mostly good news as a reason to take profits.
buyers certainly good last opportunity provided week
We've had some very good earnings. Certainly the sell-off we've had in the last week or so has provided an opportunity for buyers to come back into the market.
again good leading market relative sector seeing seen sign strength technology
Yet again we're seeing relative strength in the technology sector and we've really seen this for about a week. Big Tech is leading the market and that's a good sign for that sector.
both christmas consumer dominates good obviously pc software
It obviously still dominates the software space, and we think it's going to be a good Christmas in the PC sector, both for the consumer and for business,
broad good key likely rest share shows sting taken takes
I thought Dell had good numbers, and it likely shows that they have taken share in a lot of key areas. While that's good for Dell, I don't think it takes the sting out of HP's news. I don't think it has broad implications for the rest of tech.
early good january reputation time year
I think early January should live up to its reputation as a pretty good time of year for stocks.
bad economic good interest market number people worry
The market can find something good and something bad in every economic number. If the number is strong, that's a positive, but if its really strong, people may worry about interest rates.
company confidence earnings industry metal outlook recovery remains road
These earnings really give analysts confidence that this company and the industry and the metal are well on the road to recovery and the outlook remains strong.
case clear economy life march muddy remain report terms waters whether
The waters remain very muddy in terms of the economy. Friday's payrolls report made the case that the economy still has some life to it, but it's not clear yet whether the slowdown in March was temporary.
case clear economy life march muddy remain report terms waters whether
The waters remain very muddy in terms of the economy, ... Friday's payrolls report made the case that the economy still has some life to it, but it's not clear yet whether the slowdown in March was temporary.
coming continue earnings economic estimates fourth increase longer reports seeing selling start strong support
Earnings have been coming in by-and-large at better-than-expected levels. But a lot of that has been priced in, and so you're seeing some selling on the news. But the profit-taking is short-term. Longer term, we should continue to see strong economic reports that support the rally, and we should start to see analysts' estimates increase for the fourth quarter.
continue economy gains period saw stock strong support
Even if GDP is strong tomorrow, even better than the 6.0 consensus, you may not see a big stock reaction, ... As you saw yesterday, we're in a period where the economy should continue to support the stock gains going forward.
aggressive alan basis fed greenspan happen knows market needs points prepare raising rates start talk
The talk is that the Fed is going to be getting more aggressive soon, and may start raising rates by 50 basis points at a time. It's not going to happen this time, because (Fed Chairman) Alan Greenspan knows he needs to prepare the market for this in advance.