Alan Ackerman
Alan Ackerman
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I like two stocks, Apache and Ocean Energy. I don't own either of them. The firm doesn't make a market in any of them. We don't have an investment banking relationship, to the best of my knowledge, but I think both stocks have done well in the poor market, ... Apache is really building a pipeline of reserves. They drill in seven major countries. They're natural gas rich. They have held in this market and I think we can look for big earnings coming up over the next year or two.
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The market has weathered a poor earnings period and increased anthrax anxiety and has come out of it pretty well. I'm encouraged. The imminent economic stimulus package and Federal Reserve cuts are providing further encouragement,
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It reaffirms the fact that it wasn't just the outcome of the election that weighed heavily on the market -- it's concern about corporate earnings and the more-than-frequent flow of profit warnings coming from some of the strong companies, ... Earnings disappointments are overpowering the election results for now, particularly in the financial sector.
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One can hardly ignore the strength or weakness of the earnings reports coming out nor can they ignore the slowing state of the U.S. economy.
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It could well be another week of stabilization and consolidation as the market seeks to hold its own, ... We are likely to see some earnings disappointments. Conversely, we're also likely to see some earnings surprises. I'm looking for a market that stays in a reasonably tight trading side.
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Stay with the big stocks with the big backlog and big trend of earnings and with management that have been there before,
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A lower interest rate cycle is under way and lower interest rates are likely to prompt more money into the markets, ... For now it appears to be a 'safety first' posture, so we're seeing money rotating into better blue chip names that are more predictable in terms of earnings flow.
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Earnings warnings continue to dent confidence and the price of individual issues, ... This is a market that's nasty and negative. It's difficult to divine if we're reaching a bottom or not.
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The market is attempting to stabilize after a terrific run, ... Many stocks moved up without any fundamental underpinnings and corporate earnings, by and large, look less than impressive. Portfolio managers are looking for visibility of earnings over the next quarter or two.
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Earnings, by and large, are what investors are hanging their hats on, ... Some earnings improvements have prompted some optimism, but we'll know more about that next week.
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The big question making the rounds now is: How does one really judge value and are strong first-quarter earnings (expectations) already factored into technology stocks?
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I think people need to be concerned about the length of the technology cycle and the inability of most CEOs and analysts to predict the course of corporate earnings over the next several quarters.
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My sense is that an earnings recovery is further away than expected and there is no immediate catalyst to turn this market sharply higher. We could have a trading rally, but on balance, people are still nervous about the earnings outlook.
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The market is sloppy and choppy. This is earnings season. We're going to have a mixed bag.