Tony Dwyer
Tony Dwyer
gain imagine people percent thinking
You would imagine that after a 19 percent gain in Nasdaq and after people thinking about it over the weekend, that they'd be out there selling. But it ain't happening.
buy certainly cheapest fits individual instead internet rather relative store street theory
Our theory in the Internet is buy the street, not the store, ... We'd rather own the street instead of just an individual store on the street. And Earthlink certainly fits that bill. And again, relative to the other stocks, it's the cheapest in the group.
buy cash flow higher low move
Cash flow estimates, we think, are too low and we have a buy on the stock; we think it can move higher here.
bad brings cnn figure fox happen market means msnbc nobody picture stream takes technical totally
Nobody can figure out what's going to happen with the market -- they're all guessing. Let's say CNN or Fox or MSNBC brings up a picture of a GI in a bad situation. The market takes a dip. Is that a fundamental or a technical move? No, it's a war-driven, live-video stream move, which means it's totally unpredictable.
deadline
The Dec. 8 deadline -- it's a geopolitical concern.
It's just a proposal. Today's the presentation, but then they have to get it through.
confidence earnings gm london
There's a confidence in earnings that is offsetting the other trends. If $62 oil, a downgrade of GM and bombings in London can't derail the markets, what can?
confidence earnings
There's a confidence in earnings that is offsetting the other trends,
accused good matter negative
There's a bias, because of the bubble-popping, to be negative no matter what after we've had a good rally, because you don't want to be accused of being too optimistic.
almost analyst backbone companies exceeded largest met products stock straight supply surprised voice
They supply almost all the largest telecom companies in the world with some of the backbone products for voice messaging and things of that nature, ... This stock has surprised analysts -- met or exceeded analyst expectations for 20 straight quarters.
bear bounce bull caught deer everybody instead market markets occur sharpest
Instead of being a new bull market starting, this is just an oversold bounce from the downtrend, ... The sharpest rallies occur in bear markets and right now, everybody is like a deer caught in the headlights.
continue earnings inflation instead market moderate numbers rate worrying
Instead of worrying about this quarter's earnings and the rate hike, let's look at 1998 now. Let's see what the kind of earnings we can have then. If there's no inflation in moderate growth, those numbers could come in very good, and the market can continue upwards.
becomes direction environment everybody looking market negative sentiments street wall
Investors, analysts, everybody that has anything to do with Wall Street is looking for the market to go down. And in that environment the sentiments becomes so negative that there is only one direction that the market can go, and that it up.
alan greenspan terms
In terms of the fundamentals of what Alan Greenspan said, there is nothing new there. The fundamentals are great.