Tobias Levkovich
Tobias Levkovich
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While many are focusing on the infamous bankrupt entities as the primary culprits for the market losses, once must recognize that several companies that have not been besieged by fraud allegations have also lost billions in value.
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There are early indications of a recovery if you're looking for them as opposed to being distracted by Senate hearings.
attractive buying opportunity overall remains
Our overall 2006 bullishness remains intact, as an attractive buying opportunity is being set up.
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Look at some of the targets these people had, ... They don't carry any weight anymore.
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Over time, specific industry fundamentals are far more important than election results.
along easy good year
While we think 2006 will be a good year for stocks, we do not necessarily think it will be an easy one, without hiccups along the way.
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The investment community currently seems to be gleaning more of its market insight from the headlines scrolling across CNN and Fox news Channel than from underlying business fundamentals,
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The Fed has worked too hard to reinvigorate the economy after a series of shocks, in our opinion, to drive everything back down,
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The two primary factors that held up the market were the Fed raising rates ... and that energy prices were far more excitable than people had anticipated.
close
That, in our opinion, probably suggests we're close to the bottom.
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It seems as if we have re-entered the bizarre world in which every piece of news must be interpreted as being bad for equity investors.
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We do not think that investors have given up on the equity markets and we remain bullish over the next few months, ... the beginnings of an economic tailwind, the probability of needed incremental upward earnings revisions, reasonable valuation and relatively strong degrees of skepticism amongst investors we talk to.
beginning buying
There could be a hiccup at the beginning of the year, but we would look at that as a buying opportunity.
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To a degree, the Japanese market has been marching to its own drummer for a number of years due to its economic difficulties.