Barry Hyman
Barry Hyman
benefit both companies deals dollars eventually good help helps high marketing merger sector strike terms toward
I think, ... that Pfizer is going to benefit from their merger with Warner-Lambert. I think that makes a very good deal. But most pharmaceutical companies do eventually strike deals with biotech companies in terms of marketing their product. And the genomic companies don't have a lot of cash. They have a lot of high valuations, but they don't have a lot of dollars to spend. So, they usually look toward the pharmaceutical sector to help them out, which usually helps both sectors.
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.
brings catalyst earnings economic good growth inflation marked market moving needs next point sector until week worrying
There's going to be this flip-flop next week and continually until we get through earnings season, going from earnings to worrying about the economic slowdown and what inflation brings so I think next week is going to be marked by that. We're getting to the point where the market needs good earnings. It needs to have a catalyst to get the growth sector moving again.
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.
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.
consumer continue earnings good inflation reaction rolling sector spending stronger tech
As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.
oracle sector taken
It's not the Fed; It's all Oracle and it's taken the sector with it.
coming concern cyclical entering few good issue next opportunity pointed quickly rally rest run sector somewhere weeks worry year
Our look for the rest of the year is we're going to rally and worry. We're going to rally and worry some more. And we're going to rally again. I think the concern or the 'worry period' that we're now entering is this cyclical issue again, after this run up in the semiconductors sector and the third-quarter prerelease season, which we're quickly coming to. And I think that's going to give the opportunity for the next run up in the marketplace, which should come somewhere over the next few weeks into the election. The good news, as you pointed out, is that the Fed's done,
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.
affect bargain bit bring earnings fact looking market news onto people sector selling since today
People are just looking at the fact there was no other news out there today since the LSI earnings to really affect the market but there was a little bit of bargain hunting. LSI was a sector story but it was enough, with the nervousness going into tomorrow, to bring some selling onto the market.
certainly coming concern earnings financial increasing misses related sector
It's certainly related to the financial sector going down. There is increasing concern that there will be more earnings misses or pre-announcements coming out. A lot of this is (also) options-related.
great media sector
The media sector is a great sector to be in,
economic means might people rotation sector strong weak
There was rotation out of the strong sectors into the weak sectors, ... Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor) sector might be a little pricey, especially as we come into an economic slowdown.
continued damaged face general looking market perform sector tech
The market is still looking on the tech sector in general as one of the sectors that has not been damaged by the hurricane. It's one of the sectors that has continued to perform well in the face in the face of adversity.