Barry Hyman
Barry Hyman
growth investment last money represents sector work
It is just an affirmation that the Nasdaq represents the growth sector of the investment universe. That is where much money is being put to work the last month.
action companies critical earnings good guidance looking markets months news next premature react six toward
I think we're looking at nothing but good news on the earnings front. It will be more critical to see what guidance these companies give us toward the next six months to one year. Today's action is a little too premature to say how the markets will react to earnings.
bought cheap fed growth interest lowering mean rate rates similar starts stock year
I think the year starts out very similar to how it's ending. Just because a stock is cheap doesn't mean it should be bought ? you have to look at the growth rate and I think the Fed lowering interest rates is going to be very important.
brings counter economy-and-economics fed modest numbers payroll report supportive
The payroll numbers were extraordinarily supportive for the economy. But counter to that, the report brings back the Fed and inflationary prospects, and that's why you see just a modest up day.
chew gum longer people street walk wall
It's nothing more than rotation. I think people on Wall Street can no longer walk and chew gum at the same time.
buy drop fearful good later major market start stories tech time weakness year
It's time to start anticipating a recovery. Buy on weakness and look at tech because I think there will be some good stories later in the year ? the time to be fearful of another major drop in the market is just not there.
environment example good guidance pc positive pressure remain stocks tough
It's a very tough environment for technology. There's no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that.
care cheap company consumer personal sells
It's a consumer company that sells personal care items, ... At 11 times earnings, I think it is too cheap to be ignored. I think it is a $15 stock.
came conclusion couple jumping last seem surprising volatile
It's been a very surprising and volatile last couple of days. Today, speculation came back into the market. We seem to be jumping to a conclusion without an assessment.
selling though
It's been all over the place today. Even though it's not really rallying, it's not selling off either.
further means people premium toward
It's big because it's at a very substantial premium and it means something toward the world of further consolidation in brokerage. I think people are going to be scouring to see what could be next.
consumer involved leaders leaders-and-leadership particular
The consumer is still spending, ... They are the leaders in this sector. I want to be involved in the leader of that particular sector.
against catalyst environment express related ruling though tough travel visa
Even though it's a tough environment for travel related stocks, the catalyst for American Express is going to be the ruling against Visa and MasterCard. It's a very significant positive.
believe concerns demand driven early impact inventory people problems sector street understanding wall wants
Cisco's story was that inventory concerns and demand driven problems are not fixable as early as Wall Street expected, ... People are understanding the impact of what Cisco said. Wall Street wants to believe things are rosy in that sector and they're just not.