James Awad
James Awad
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.
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 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.
company economy evidence extremely points share stock third turns
The stock is at $24 a share now, down from $50, ... The company is extremely well positioned, the stock could go up 10 points if there is evidence that the economy turns in third quarter.
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.
balance company good growth industry looking management
You're looking for a growth company in a growth industry with good management and a good balance sheet,
candidate company dominant earn everybody growing low next run selling theme
They got pounded, ... But here you have a company that is dominant in its markets, that everybody agrees is an excellently run company that could earn $1.75 (per share) next year, so it's selling at about 11-times earnings. And it's an acquisition candidate down the road. So you see the theme here is growing earnings, low valuation.
company earnings east focus forward guidance lowering middle problems throw uncertain visible
But throw in a very visible company lowering its guidance going forward and the focus shifts back to the same problems of an uncertain economy, uncertain earnings and the Middle East problem, which has not changed,
currently earn share stock trades
The stock is cheap, not well followed, and I think it's undervalued, ... The stock currently trades at about $21, and I think it will earn about $2.60 a share for the year.
currency investors looking
Investors will be looking for the implications (of Brazil) on currency markets.
fed help last looking people
If there is one more cut, it is the last one. I don't think people are really going to be looking to the Fed to help us any more,
earnings far period
On balance, the earnings period so far has been very reasonable, even better than expected.
investors sign
This could be a sign for investors about where to put there money.
eyes fourth investors likely market profit turn until whites
This market isn't going to turn around until investors see the whites of the eyes of a profit recovery, and you're not likely to see that until the fourth quarter.