Tony Dwyer
Tony Dwyer
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.
buying headed higher people
I think we are headed higher over time. I think people should use any pullback as a buying opportunity.
clearly expect higher impact negatively rates stocks
Stocks are clearly under pressure. You would expect the higher rates to negatively impact the consumer.
expected happens higher markets morning reflection relief shortened today trading volume
The futures are higher this morning because the markets don't really see anything happening. If nothing happens we'll probably get a relief rally. Today is a day of reflection for everybody. It's also a shortened trading day, so volume is expected to be light.
entertainment exactly growth industrial investors realize sector steel stocks
What's important for investors to realize about the Dow is it's not just steel stocks and industrial-related stocks. There are growth stocks. There are financial, entertainment and industrial stocks. So when one sector isn't doing well, another sector may be doing well. And that's exactly what's propelling the Dow.
kidding sidelines sit
You don't know how this is going to end. No kidding we're going to win, but how are we going to win? There's nothing to do but just sit on the sidelines and pray.
buying decline lack limited market percent pull rally selling total
We could pull back a bit, but it will be limited to about a 5 percent decline and it will be quick. This market rally has not been about buying interest, but about the total lack of selling interest.
beaten companies corporate economic economy expecting market negative news picture profit reports weak
We've had a market where negative news on the economy and the corporate profit picture have dominated. Companies may have beaten lowered estimates, but we're expecting weak economic reports this week.
There are a lot of gut-wrenching, earnings-driven disappointments that you have to wade through to be able to come out the other end,
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.
gone lost people worrying
People have gone from worrying how much they lost to worrying about how much they have left.
clearly
I think we are going to get a pause. I do think that the Nasdaq has clearly overshot the fundamentals.
act alone christmas coast consumer dispute enter fact force market number retailers season shopping suffering west
That fact alone could act as a stabilizing force for the market this week. The U.S. consumer has been the linchpin of this economy. So this number doesn't bode well, especially as we enter the Christmas shopping season and retailers are already suffering because of the West Coast ports dispute .
assumption evidence looking negative people support turn
People are looking for something that isn't necessarily going to happen. They're making the assumption that things are going to turn negative and there's no evidence to support it.