Brian Clifford
Brian Clifford
backdrop believe changing couple economic equity event higher market markets media might poised
I think it's more of a media event than a market event. It's not really changing what we do every day. We do think we'll get there?we believe equity markets are poised to go higher and the economic backdrop is still intact. It might take a couple of days.
avoiding business couple enterprise focus fourth front good guys launch looking might move names nice people quarter software systems
These guys (are in the business of creating) enterprise software, the focus is on systems management. They've got a couple of catalysts in front of them, one of which is that on Oct. 19, they're going to launch their e-business strategy. BMC has had a nice move and might be a good place to play in the fourth quarter as people are looking to go back into some of these software names that they've been avoiding all year.
buying coming easier good great names pencil rather running stocks time towards
I think it's a great time to find buying opportunities in names that you can revisit, ... It's a lot easier to buy stocks as they're coming towards you rather than running away from you. It's a good time to sharpen your pencil and go after some of these names that have kind of run away on valuation.
cusp growth impressive
We're on the cusp of another two years of impressive growth (for IDEC).