Alan Skrainka
Alan Skrainka
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.
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.
acted analysis customers earnings fed growth guess market neutral next overall points practice price promptly service shifting solid technical trend year
We feel we can do a service to our customers if we just get the overall trend right. We don't really practice technical analysis or try to guess the price points next week. But the trend does look like it's higher, because the Fed now is probably shifting into neutral earnings are very strong. And because the Fed acted promptly they ensured we would have another year of solid growth next year. That is what the market is anticipating.
computer concern corporate information personal reduced sales slowing technology
There's still a lot of concern about slowing personal computer sales and reduced corporate information technology purchases.
almost companies earnings fastest growing lead major percent segment technology year
Technology is still the fastest growing segment of the US economy. Earnings are growing at 20-30 percent year over year, and US companies lead the world in almost every major category.
confusion earnings focus future hot interest picture sector tech turns
Techs were hot and everything else was not on confusion about the future of interest rates. When the interest-rate picture is cloudy, the focus turns to earnings. And earnings in the tech sector have been good.
catalyst microsoft tech
Clearly, Microsoft is the catalyst for today's tech sell-off.
event major next sector technology
The next major event is Microsoft's response, but I don't think that's significant. It's significant but not to the technology sector as a whole.
technology
It's the same story. Technology is hot, and everything else is not.
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.
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.