James Awad
James Awad
call hard line remains resistance
It's a hard call to make, but the line of least resistance probably remains up.
best earnings interest low market poised rates stock time
The best time in the stock market is when interest rates are low and earnings are poised to grow.
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.
concluded economy exception good investors katrina reasonably shape stock storms
Stock investors have concluded that the economy was in good shape before Hurricane's Katrina and Rita, and that it has come through the storms in reasonably good shape, with the exception of oil,
basic caused certainly couple earnings factors market maybe next remain until worries
The basic factors that caused the market to go down remain in place, and I think those worries are going to be with us for the next couple of months, ... certainly until we get third-quarter earnings reports, and maybe through the election.
earnings far period
On balance, the earnings period so far has been very reasonable, even better than expected.
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.
apart economy fall oil realize
They realize the economy didn't fall apart when oil was at $55 a barrel, and it's not going to fall apart at $59 a barrel,
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.
figure investors market opportunity using
The market doesn't like uncertainty, so it's going to try to figure this out. We could see investors using this opportunity to do some weeding of their portfolios,
aftermath corporate energy investment issue legs major
The major investment issue that has legs in the aftermath of the hurricanes is energy and its implications for corporate profits,
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,
company data earnings eventual gaining growth hardware market percent product products risk share software stock strong taking tech turnaround
This is a low-cost way to play the eventual turnaround in technology, ... They're a very strong distributor of hardware and software products and it's gaining market share on its competitors. The stock is $25 on $2.35 of earnings and you're not taking product risk -- you're 11 times earnings on Tech Data for the company that's got a 20 percent long-term growth rate.
caution earnings economic people prices report reports revise risk second signs sloppy stock third weakness
The caution I have is stock prices are up a lot -- and we still may have signs of economic weakness and we may have some pretty sloppy earnings reports in the second quarter, ... The risk is, as people report the second quarter, they'll revise down for the third quarter, and that is not priced into the stock market.