Vince Farrell
Vince Farrell
buy dust list start tech
I'd start to dust off the buy list on some of the tech names.
chairman former hurt president vice
I don't think having your former chairman become vice president is going to hurt your company, if that were to come to be,
add advantage bank start stocks weakness
I don't think bank stocks are going to plummet, and I think you probably should take advantage of the weakness to start to add to your portfolio,
fed raise rates report sign worried
I don't think the Fed is going to raise rates . . . just because of a report the Fed is worried about it. I don't see any sign of inflation.
almost fact finally gotten japanese seven
I like the fact that it's almost done. They are finally doing something but for seven years, the Japanese have not gotten it.
bad economy extent financial loan loans loss reserves rule soft
I like financial stocks, but not banks, ... As a rule you have to be very cautious, because if the economy is softening, you don't know the extent of the loan loss reserves they're going to have to ante up for loans that go bad in a soft economy.
economy greenspan looks
The economy looks good. Greenspan told us that.
above expect growth rates
The growth rates are still going to be significantly above what we expect the market's growth to be,
bad economy estimate falling far faster news round seems
All the bad news is not out yet, and I don't know if we're going to have another round of estimate reductions because the economy seems to be falling away far faster than any of us would expect.