James Awad
James Awad
higher iranian issue lurking oil tension until works
This Iranian issue is lurking as tension in the background. It's going to keep oil higher until it works its way out.
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.
bit fed hear people until wait wanting
You're getting a little bit of a setback after two up days, and a sense of people wanting to wait until they hear what the Fed has to say at the Sept. 20th meeting.
breadth depth headway market profit until
I don't think the market can make a lot of headway until we get an idea of the depth and breadth of the profit recession.
best fabulous january march marked market news rest roll run since sort time until visibility year
The best news is cresting right now, ... so it very well may be that we had a fabulous run in the market from March 2003 to January 2004, we've sort of marked time since then, and we'll roll over for the rest of the year until we get better visibility on 2005.
basic caused certainly couple earnings factors market maybe next remain until worries
The basic factors that caused the market to go down remain in place, and I think those worries are going to be with us for the next couple of months, ... certainly until we get third-quarter earnings reports, and maybe through the election.
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).