James Awad
James Awad
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.
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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,
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.
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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.
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.
bringing due momentum stocks technology
The momentum will change. Technology stocks are due for a correction, without bringing down the market.
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North Fork Bancorp stock is selling at about 20. We think its fair value would be about 30. But meanwhile, you're getting a 3 percent dividend yield and it's selling at 10 times earnings. Demographically, it's a very attractive area. So, your risk in buying North Fork is that you're a little bit early and the market doesn't care about value stocks for a while. And of course, in a period of rising rates, financial stocks don't do particularly well. But, ... if you buy it and put it away, you'll end up making 50 percent from current levels over a 12 to 18 month period.
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.
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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.
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,
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.