Grace Fey
Grace Fey
guidance
I do think that guidance is going to be key.
interest lower markets rising surprised time trend
I wouldn't be surprised to see (the Dow) trend lower because markets don't trend up in a time of rising interest rates.
remain
I think it (the sell-off) was very overdone. For some of these companies, the fundamentals remain very strong.
albeit attractive cap companies growth investor large looking particular quality small start step stocks tech turn weak
The large cap tech stocks in particular are really looking very, very attractive right now. At the moment, the small investor can start to step in, albeit slowly, because when these things begin, they don't typically turn right around. We could be looking at you know a weak quarter. But some of the large cap quality growth companies look very attractive right now.
negative third worry
I think the worry is they are going to say something negative about the third quarter.
growth larger market shift value year
This year has really been a small- and mid-cap market, particularly on the value side. I think 2005 will be a shift to larger companies, and more of a growth market from a value market.