James Awad
James Awad
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.
cash companies company earnings economic field grow percent terms
While there is an economic impact, they are able to grow the company reasonably, ... I would say 10 percent in terms of cash earnings this year, but most other companies in that field have been acquired.
continued earnings economic higher market move reports sprint toward
When all is said and done, I think the market will sprint higher toward the end of the year. But it's going to take continued encouraging earnings and economic reports to move it along.
diminish economic positive potential
It has the potential to diminish economic activity, ... It can't be a positive on the economy.
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.
amount based clearly concern current economic growth inflation lead talk watching
You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, the current amount of economic growth should lead to inflation. But if you talk to companies, it's not happening.
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.