Francis Gannon
Francis Gannon
market
I think in this market you never know what's going to happen,
break dealing healthy market
We're still dealing with very healthy numbers. You're going to see the market break out.
companies increasing mark people shares technology
Technology is part of the increasing productivity trend, and people want to own shares in the companies that mark this trend.
companies downside extreme extremes market pick quality seen terms value
This is a market of extremes, and what you've seen is the extreme to the upside, especially in technology, and extremes to the downside in everything non-tech. What you have to do is to pick the better quality companies in terms of the value companies.
couple last major market seeing trend weeks
The major trend in the market over the last couple of weeks has been uncertainty. Uncertainty about the Fed, uncertainty about earnings, and we're seeing a continuation of that today.
due given market surprised type
The market is due for some type of correction. I'm not going to be surprised if we see one, given the geopolitical risk.
segment technology year
I think what you need to do in the technology segment between now and the end of the year is own the leaders,
healthy saw
I think it was a very healthy thing that we saw this week. It was a valuation correction, not a fundamental correction.
healthy saw
I think it was a very healthy thing that we saw this week, ... It was a valuation correction, not a fundamental correction.
favorable growth year
I still think you'll have favorable growth this year and going into next.
buy continue leading means stocks
You have to continue to buy the stocks that are leading the market, and for the foreseeable future, that means technology.
changed march psychology since
Psychology has changed dramatically since the March 10 high.
along exciting finish year
So we could finish the year at new highs. It's just going to be exciting along the way.
people profit recession uncertain
The profit recession is here and people are still uncertain as to when things are going to come back. There's still a lot of nervousness.