Alan Skrainka
Alan Skrainka
change decision investment prior rule
They already made an investment decision prior to the rule change being official.
bet change commitment convinced federal meeting nobody people prior quiet rates reserve today tomorrow wants
It's just been a very quiet day. Nobody wants to make a big bet prior to tomorrow's decision. People are pretty convinced that the Federal Reserve won't make a change to rates but they want to see the statement. It doesn't make a lot of sense to make a big commitment today when you have such an important meeting tomorrow (Tuesday).
beginning costs economy labor lead paint reports rising signs taken together
I think all these reports taken together are going to paint an economy that is too hot. Labor costs are rising and that is beginning to lead to some signs of inflation.
drop great history largest last potential six stock year
Over the last six years, we have experienced the largest drop in price/earnings ratios in the history of the U.S. stock market, going back to 1871. 2006 has the potential to be a great year for stock investors.
companies equity help private tech tried unit
It has nothing to do with the economy. It was in the private equity unit where they tried to help fledgling tech companies get started.
economy investors maybe realizing
Maybe investors are realizing there's more to the economy than technology.
avoid companies investors job record step theirs track
I think investors should take a step back and look at the big picture. I think the (Fed) is doing its job and investors should do theirs -- avoid those companies that do not have a track record of growth.
green investors light
Long-term investors know this (rate cut) is a green light to get back into the market.
common companies dependent finding good great looking market people price slow strong value viewed
I think people are looking for good value in the market and they're finding it in 'old economy' stocks. What these companies have in common is they're all viewed as great companies at a strong price that are not dependent on a slow economy.
assuming bad based bets buying news people placed stocks today
I think people placed bets today based on (the data). By buying stocks today, you are assuming we won't get bad news tomorrow.
areas cancer fastest great growing pipeline
We think they do have a great pipeline in the areas of cardiovascular, cancer and AIDS. These are the fastest growing areas in the pharmaceutical industry.
attention close costs develop entering owned pay recession small
We may be entering a recession here. So if I owned a small business, I would pay very close attention to controlling costs and develop a contingency plan.
blue flight market quality stocks tech
What you have going on in this market is a flight to quality, which is the blue chips, as tech stocks are priced to perfection.
earnings economy growing moves
If the economy is growing, companies' earnings are growing and that moves the market.