Alan Hoffman
Alan Hoffman
compelling days dips elsewhere few fishing good high market months opportunity percent quality stocks technology trading
I'd use the market dips as an opportunity to get into quality companies. There are a lot of good stocks, some in the technology arena, some elsewhere that are down 20 to 40 percent from their 52-week high as established just a few months ago. On days when stocks are trading off, I'd use that as a very compelling rationale for a fishing expedition,
smoke trying
Everyone is always trying to smoke out the Fed.
blue call chip companies earnings good grow positive stick tech
I would stick with what we call our blue chip tech stocks, companies with established histories, with good earnings, positive earnings. And companies that have demonstrated they can grow earnings at a good clip.
blown correction full hung major playing toward
I think the Nasdaq is playing catch-up, because we have had a full blown correction in most of the major indexes, but the Nasdaq hung up there I think toward participating fully,
good great interest rates
That should be great for interest rates and good for stocks,
based case certainly companies costs dollar investing sell
This certainly makes the case for investing in companies that export. Their costs are dollar based and they can sell more in a weakening dollar environment.
range since trading
I think still we're in a trading range that we've been in since October,
bear economic economy fed growth holes interest job lead might report saw sign strong suggested
This morning's job report was the first sign that the strong economic growth we saw with fourth-quarter GDP has some holes in it and the economy might not be as strong as the bear suggested -- so strong, that it would lead the Fed to tighten interest rates.
beginning benefits bump internet nearly technology vulnerable
It's beginning to bump up, but we don't think that it's nearly as vulnerable as some other technology stocks, because it benefits from Y2K, ... It benefits from Internet proliferation.
equity longer market names sector solid technology term volatility
We will see volatility in the technology sector as always, but longer term we think the U.S. equity market is the place to be ... The solid names are the solid areas.
groups key names solid stocks
There are some groups of stocks that always key off of one another. The solid names are the solid areas.