Barry Hyman
Barry Hyman
businesses collapsed investor losing tech
These companies' businesses haven't collapsed like tech companies' did. But they've withered and they're losing their reputations and their investor bases.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based. Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based, ... Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
companies demand equipment means side situation
The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,
break hold week
The story (this) week is: Does it hold it or will it break it.
bond cusp helped market outlook resistance retail rewarded sales stocks strong taking tame technology
The tame retail sales outlook helped the bond market. The market rewarded that with a very strong day. Financials and technology stocks righted themselves. We're on the cusp of taking out some important resistance levels.
couple cut excuse key longer near next profit profits rate taking term today words yesterday
Profit taking will be key words today (Thursday) and over the next couple of weeks. The Fed's rate cut yesterday bodes well for the longer term but near term it is an excuse to take profits. Cisco's story is another excuse to take profits in technology.
companies expect greatest growth matters number overweight percent represent sector tech weight year
Don't expect 86 percent this year on the tech stocks, ... I still say they're the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at 8-to-10 percent are languishing. Companies with earnings, who cares. It's a 100 times earnings. It's 30 percent growth that matters in this market.
barrel basis crude energy gas natural
Energy up on a day-to-day basis is a factor. Crude is approaching $70 a barrel and natural gas is up too.
came energy hurricane outcome quickly reality rita turned
Energy prices, which were lower, have turned up. I think we quickly came to the reality that a less-than-expected outcome from Hurricane Rita doesn't take away from the worse-than-expected outcome from Katrina.
coming concern earnings energy fed helping high market preserve prices
Earnings are coming in better than expected, and they're helping the market preserve the rally, but the overriding concern to me is high energy prices and what the Fed is doing.
alert earnings focusing forward fourth looking moved people rather technology
Technology has done well, not necessarily because of the crash, but because it has moved up the alert that the market's concentrating on a 2002 recovery. Rather than focusing on the earnings that are going to come out in the fourth quarter, people are looking forward rather than near-term.
aggressive chain earnings fairly federal higher number numbers steam subject translate
This number is very startling. It is the preliminary, so it is subject to fairly substantive revision. These numbers may translate into earnings risk, but may also dissuade an aggressive Federal Reserve. The chain deflator was higher than expected, which may take the steam out of our rally. This may dampen enthusiasm, but not kill it.
aggressive earnings fairly federal number numbers subject translate
This number is very startling. It is preliminary, so it is subject to fairly substantive revision. These numbers may translate into earnings risk, but may also dissuade an aggressive Federal Reserve.