Alan Ackerman
Alan Ackerman
banking best both building coming drill earnings either firm gas held investment major market natural next ocean pipeline poor seven stocks year
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.
lots market pulling stocks today
The market story today is essentially Cisco. It's pulling lots of other stocks down,
earnings management stay stocks trend
Stay with the big stocks with the big backlog and big trend of earnings and with management that have been there before,
appears attractive economy erratic investors risk stocks
The Nasdaq appears to be probing for a bottom, ... The more erratic the Nasdaq is, the more attractive the old economy stocks appear to be for investors who want to be risk averse.
ahead best concerned growth higher hurt interest people protect rates stocks themselves
People are concerned about higher interest rates ahead and they think the best way to protect themselves is to own growth stocks that may not be as hurt by higher rates,
attempting corporate earnings less looking managers market moved next portfolio quarter stocks terrific visibility
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.
buyers dependent energy feeling foreign higher imports moved oil prices quickly related stocks work
There's a feeling that oil prices will work higher still. The U.S. is more dependent on foreign imports than it has been in a while, and with oil prices on the rise, buyers moved quickly into oil stocks and energy related stocks,
key likely looking missed players stocks value
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.
decided level market point reached stocks traders
The level of frustration for many traders has reached a point where many are just tossing stocks into the market and have decided not to play for now,
affect again among created decided drop earlier either four market pain portfolio problem purge result saw stocks swings types walking week wide wounded
I think that the wide swings in the market created a lot of pain. We have a lot of walking wounded among portfolio holders. And many institutional types decided to purge problem stocks from their portfolios as a result of the drop we saw earlier in the week. We're really in a week this week that could go in either direction, and again those four variables, the four E's, could affect that.
concern inflation market narrow stock traded
There's some concern that there is inflation in the pipeline, ... And with the dollar's weakness, the stock market traded in a narrow range.
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.
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.
economy feeling good market plenty selling senses signs skeptics starting
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,