James Awad
James Awad
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,
call
I think what you're in now is what we'll call the
becoming technology
I think what you have in technology is it's becoming a stock-by-stock issue,
bear highs interest market terms unlikely
I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, you're not going to make new highs in the market as long as we have uncertainty in terms of interest rates,
internet people speculate urge
I would urge people not to speculate in the Internet sector.
apparent clearly cost embedded exactly fed gains great growth increases issue itself market mean period profits retail slowing stock strong successful tough troubling volume worrying
I think retail is going to be a very tough place to make money. What's worrying the market now is -- if the Fed is successful in slowing the economy, what does it mean for profits going forward? And that is apparent - that's more clearly an issue in retail than anyplace else. But it is an issue in the market itself that you're going into a period here where profit growth may decelerate; in fact, could flatten out as you have volume gains decelerate in a slowing economy, but cost increases embedded in from the period when you had a strong economy; and that's not exactly a great prescription for profits, and I think that's troubling the stock market,
almost commodity corporate earnings high reasons strongest worried worry
There are a lot of reasons to worry about corporate earnings because of gasoline, oil, high commodity prices. It's almost like damned if you do, damned if you don't, because you're worried about what these commodities are doing to the economy, yet they're the strongest thing in the market.
almost came dead eventually four great growth money month stock three
This stock is down from over $50 a share, but is just a great long-term, growth stock, ... We think it will go back to over $50 a share, at some point, and back to almost where it came public. It may be dead money for a month or two, but I think eventually you will make three or four times your money on it.
clearing corporate election increase mergers next percent profits
With the election clearing the deck, I think you'll see more momentum. If you're going to have a 10 percent increase in corporate profits next year, I don't see why you couldn't be up 20 percent (in mergers and acquisitions).
companies period tech
We're going to go through a period where we find out what tech companies are really what they thought they were and which were hype.
coming housing negative numbers oil positive today worse
The positive today is that oil is coming down, the negative is that the housing numbers are worse than expected.
clues domestic economic four looking market news next percent point surprises
I don't think we'll get any big surprises in the economic news next week, ... What the market will be looking for are any clues that point to anything other than four percent GDP (gross domestic product) growth.
earnings economic news today
Today is encouraging, but it's not particularly meaningful. We still have a lot of economic and earnings news to get through this week.
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.