John Davidson
John Davidson
commerce continue forward internet security
It is a certificate company. They really give you part of the security for the Internet and the certification is really an important part in the security. I think as you go forward and do more commerce on the Internet they'll continue to be very strong.
bit everybody exhaustion heard market run saw speech today
I think the market is waffling at this point, ... Yesterday, everybody heard what they wanted from Greenspan's speech and you saw a big run up. I think that today there's a little bit of exhaustion from that.
bond expectation focused market number people react report retail sales saw strong today week
I think the most significant report for the whole week is the retail sales number tomorrow. You saw the bond market react today in expectation of a strong retail sales report, and I think people will be focused on that tomorrow.
earlier earnings economic generally hope market positive respect tone
I think the HP earnings had the market set off earlier this morning. I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
earlier earnings economic generally hope market positive respect tone
I think the HP earnings had the market set off earlier this morning, ... I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
limbo overall remains sort trend
I think the overall trend remains positive, but we are sort of in limbo right now.
fourth positive quarter
I think the fourth quarter will be positive on earnings.
number
I think the big number will be Friday,
confidence consumer continued home reflect sales strength
I think that the home sales and consumer confidence reflect continued strength in housing.
claims key level
I think that's a psychological level more than anything else, but what's key is that the jobless claims are climbing.
companies earnings good maybe negative percent positive range stock straight strong summer tone trading
I think we're in a good earnings season. So far, of the S&P 500, 139 companies have reported. Over 60 percent have been upward surprises, only 8 percent of them have really been negative surprises. So we're in a strong earnings season. That's good for the stock market, ... I think the market's in a trading range right now. I don't think it's going straight up from here. I don't think necessarily we're going to get a big summer rally, but maybe a positive tone to the market.
confusion due forecasts hard impact people report time
The payrolls report would typically be the week's big event, but I think people are having a hard time with the report, because forecasts are all over the place due to confusion about the impact of the hurricanes.
energy good higher improving increasing looking result sector
If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices,
committing grow investing investment lead market next people rent retirement saving technology waiting
If you're out of the market you need to be in the market if you're saving for your long-term retirement or for other elements, ... People have been waiting on the sidelines, not committing as much new money. I don't think you should be investing next week's rent check, but your long-term investment is going to really grow in the market, and technology will lead that.