John Caldwell
John Caldwell
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After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.
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It's going to be a choppy holiday season for retailers. There will be haves and have-nots depending on where consumers' tastes lie for the season.
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The underlying fundamentals of the market still remain very healthy. We are looking at good solid earnings growth in the first quarter and economic growth that has bounced back.
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Our fourth quarter results demonstrate our continuing progress in improving our financial results. Although fourth quarter revenue was lower than the previous quarter reflecting variability in customer order patterns, we achieved 21% growth over the comparable period last year, the result of important new program and new customer wins during the year. It was also the third consecutive quarter of earnings growth.
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Any sort of economic data that is going to make the case for solid economic growth but no need for the Fed to raise rates any further is going to be well received. The market is comfortable with one or two more rate hikes, and then a pause.
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Thanks to our drivers, the districts liability insurance claims have dropped over the last three years in a row while the number of vehicles, drivers and miles driven continue to rise. Operations are about as lean as they can be and still remain safe and efficient.
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There's a new culture of online stars being born. Those people could write a book and sell a few copies.
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At the forefront of investors' minds are going to be earnings, and to a lesser extent, the economy. I really think that's what is going to dictate how the market behaves.
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There is always a heightened element of concern during early-morning hours of darkness.
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We have to be competitive. The business is too cutthroat to have our costs out of line.
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With the increased focus on the potential of an economic slowdown, driven by the higher energy prices, anything that comes out of the economic data to either support or refute that is going to be key.
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There is a headline concern with some of these larger companies, but the overall reports have still been very good. In many cases, investors don't care about the details unless they see it show up in the end.
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There are noticeable recoveries. Just in the health care sector, the DRG index is outperforming the overall market, and Pfizer is the largest component. Clearly, there's something favorable happening in that group, but it's not the only one.