John Eade
John Eade
despite oil rise stocks
Despite the rise in oil prices, some of the oil stocks haven't done so well,
banking banks businesses capital cheap direction fed fleet headed interest investment markets moving percent quite rates regional related remain rule shares
The Fed is moving to the sidelines, 50 percent of the regional banks businesses as a rule are still related to the direction of interest rates. We think interest rates are headed lower. Capital markets remain very active. Fleet is in that business. They have an investment banking division, too, now. So the shares are quite cheap at about 13, 14 times earnings.
deliver economies emerging good growth profit volume
It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past.
seems starting
It seems like they're starting to do that.
prices stock weakness
We're probably going to see more weakness in stock prices in the near-term,
banking cheap economy investment pick price target turn
We look for the economy to turn around, M&A to pick up, investment banking to pick up, and Goldman is very cheap now. We've got a $120 target price on it.
bit optimism profit quite seeing soon
We're seeing quite a bit of optimism in stocks, ... I think pretty soon we're going to see some profit taking.