James Awad
James Awad
investors sign
This could be a sign for investors about where to put there money.
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.
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.
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.
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.
coming driving earnings force higher interest market overcome quarter rates results strong weeks
The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook. You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away.