Barry Hyman
Barry Hyman
expected profit run surprised
This is the expected outcome. We have run up to this. I wouldn't be surprised to see some profit taking.
ahead beyond economy half help market near next strength surprising upside
I think there's still more upside ahead into next week, and as we look at the market beyond near term, I think the surprising strength in the economy is going to help us in the first half of 2006.
ability good intel pleased position technology upside worse
The ability of Intel to come out and say a 'no worse than expected' story pleased the market. There are many other corporations in technology that are in that position so that if the slowdown is just a slowdown, there's good upside in many of those issues.
companies cost defensive economy economy-and-economics higher impediment interest move rates seeing technology
Higher interest rates are an impediment to companies where cost is important and that's Old Economy stocks, ... What we are seeing is a defensive move into technology stocks.
catalyst dispel earnings growth looking market people possibly reasons sell split waiting
The market is waiting to see the earnings because that is your first catalyst in the market that can possibly dispel the slower-than-expected growth that the market is anticipating. The market is very split today. People are just looking for reasons to own some things and reasons to sell others.
nervous
The market's already nervous and the semis (semiconductors) have cracked,
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.
cap consistent earnings front growth large looked perceived stocks
Growth stocks on the large cap front with perceived consistent earnings can be looked at as better values.
drop percent picture sector stocks
For that to happen, you need the stocks to drop 50 percent this year, ... The picture in the telecom sector is not improving.
continue driven happen market rally whether year
The traditional year-end rally didn't happen this year and the 'January Effect' doesn't look like it's going to occur. This is just a wait-and-see market right now that will continue to be driven by important catalysts, whether geopolitical or earnings-based.
dramatic drop less magnitude profit relation severe
I don't want to be too dramatic about the drop ? it's more or less profit taking. It's not severe in relation to the magnitude of the rise.
drop percent picture sector stocks
For that to happen, you need the stocks to drop 50 percent this year. The picture in the telecom sector is not improving.
bank earnings great growth large online past percent regional super year
I like Wells Fargo. Super regional bank, great earnings growth, around 13-14 percent year over year. They just got past their 1 millionth on-line investor, and I want to have a super regional bank or a large bank that has an online presence.
box business last model pc proves quarter versus works
I think this last quarter proves out that their business model works versus Gateway, versus Compaq, versus other PC box makers,