James Awad
James Awad
april bear bit blocks building corporate correction earnings flood good market negative overwhelm reports sentiment
The building blocks of a bear market are not there. It's a correction and it will probably go on for a little bit longer, but I think by the end of April the flood of good corporate earnings reports will overwhelm the negative sentiment that you are getting now.
case sell
Sell in May' very well may be the case this year,
bulls cheap expensive generally given high historic individual interest key low stocks
Price-to-earnings ratios are high by historic standards, but the bulls would say that, given low interest rates, they're not too expensive. I think they're generally not convincingly cheap or expensive -- the key is to find individual stocks that are cheap.
brutally companies company difficult earnings fact goes individual low market misses paid people performance rather stocks tolerance
The vulnerability is in individual stocks rather than in the market, ... Any company that misses its earnings is going to get brutally punished. The market has very low tolerance for companies that miss their earnings, and it goes back to the fact that everybody's paid on performance and it's difficult for people to have a long-term view.
barrel market negative potential risk short staring
The risk is we are staring down the barrel of negative pre-announcements, so the market has the potential to be disappointed short term.
internet people speculate urge
I would urge people not to speculate in the Internet sector.
giving greenspan investors looking monday night overseas speak speech thursday
Greenspan is giving a speech Monday night to some overseas bankers, then Thursday he will speak to Congress. Investors will be looking to him to clarify.
diminish economic positive potential
It has the potential to diminish economic activity, ... It can't be a positive on the economy.
bias southeast time year
The bias at this time of year should be up and, if it's not, it will be because of Southeast Asia.
card company credit pop selling talked
The company has already talked about selling its credit card business. If that happens, it could give a real pop to the stock,
parking
There's really nothing you can do about it because you need a parking spot.
company earn excess few great growing left next publishers selling stock strategic worth
It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics are great for education. The company is selling at about 15 times what we think they can earn next year. It's also one of the few independent publishers left and so we think it's a strategic acquisition candidate, probably worth over $60 a share, and the stock's at about $45.
deeply earnings few good land last market positive response yesterday
The market was in La-La land the last few days. We had some good earnings yesterday and we got a positive spasm in response to it in a deeply oversold market.
anybody assumption election investing skating thin win
Anybody investing on the assumption of who's going to win the election is skating on thin ice.