Alan Ackerman
Alan Ackerman
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This attack is clearly visible all over the world on television. Consequently, world equity markets are in turmoil. The uncertainty created by the attacks are likely to bring about more uncertainty abroad.
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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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The U.S. economic recovery appears to be further down the road than many expected, so another cut in interest rates is not likely to mean a great deal, ... What's more important is when companies report they're starting to see a reduction in inventories.
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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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The Microsoft ruling is a pep pill for business overall because it indicates the current (White House) administration is likely to be more pro-business than the previous administration.
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Investors are likely to say, 'Aha! Merrill tried to pull the wool over our eyes,' ... It will make them even more suspicious and cautious.
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Selectivity is likely to be the key of the market. Seasoned players are looking for more value opportunities now. They're looking for stocks that missed the rally.
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There's been no shortage of negative news lately, and this event is likely to further depress the markets,
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A lot of money is built up on the sidelines and there's no magnet to bring that money into the market right now, ... As long as the corporate earnings reports continue to surface, there is likely to be caution out there.
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Also, this market still needs the underpinning of improved corporate earnings. We've not got the evidence that that's happening in a meaningful way. I like the way it has stabilized following the sharp moves since Sept. 21, but I am concerned that not enough fundamentals are in place.
concerned corporate evidence following happening improved market meaningful moves needs sharp since
Also, this market still needs the underpinning of improved corporate earnings, ... We've not got the evidence that that's happening in a meaningful way. I like the way it has stabilized following the sharp moves since Sept. 21, but I am concerned that not enough fundamentals are in place.
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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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I think the market senses something good going on. On the one hand, the feeling is that the economy is starting to show signs of improvement. But there are plenty of skeptics around who say that feeling may be a little premature, and they are selling on strength,
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It will take some type of catalyst to turn this market. One can't be sure what that will be or when we will see it. Meanwhile, valuations are contracting significantly and my sense is that the market is reaching an oversold condition. Much of the market's rebound will have to do with clearing up some of the uncertainties.