Barry Hyman
Barry Hyman
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I think it's too late to be worried about where your tech stock is going to go from here. There are some opportunities out there and we are aware of the short-term problems in the marketplace with the Fed being aggressive. So, we're not looking for a very vigorous rally over the next one to three months. There will be trading rallies. But the investor, the small investor, the intermediate-to-long-term investor should use the summer time, which is seasonally weak for technology stocks, to start to accumulate an easier way into some of these great companies,
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I think it's just more of the same. The Nasdaq is quickly approaching 5,000 and it's hard to divert money back to traditional stocks when the opportunities are so phenomenal in the new world economy.
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(Microsoft) has been trading like the company (had already) lost the antitrust case against the government. The stock has been extremely weak compared to its sector and especially since the company has already reported earnings.
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We like stocks in oil and drilling. Energy does well in an inflationary period. So we want to have some exposure to energy,
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There is a substantial group of investors who believe the stock market will start to anticipate an (economic) recovery. The more rate cuts we get, the more likely the recovery is -- I'm looking at this as a 'buy the dip' opportunity.
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We've accepted the fact that the earnings growth for the quarter is around 20, 21 percent year-over-year for the S&P. But there's been this behind the scenes look or under the surface look at revenue. And we haven't got the best of forecasts for the second half of the year in many companies going forward. And if you don't have that pristine look -- where you come in this earnings season totally clean -- you've gotten battered. And I can't even name more than a handful of stocks that have come through.
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We're seeing pre-releases starting in 'old economy' stocks - companies that are not leading-edge tech companies but are more affected by this dramatic rise in energy prices.
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Based upon how we've seen retail stocks perform, any continued low (consumer confidence) number puts a crimp in the Christmas spending story.
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What you are seeing is the likelihood that interest rates will not go higher next week, making it easier to give these big cap growth stocks high valuations.
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Growth stocks on the large cap front with perceived consistent earnings can be looked at as better values.
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You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks possibly, still going toward technology stocks, which are in some cases, are going to provide that stability of earnings especially the good growth backbone companies for the technology sector. Avoid cyclical stocks, avoid retail stocks. Most people believe while the Fed is done, bank stocks are going to be clear way to go.
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Either people are going to reposition away from technology and seek a home in the migration away from technology, which is why you have other sectors moving. For those who are tech players, it's going to leave those stocks that may have some concerns over future earnings and it's going to stay there.
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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.
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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.