John Eade
John Eade
arena concern economy fears fed inflation interest pick rate starting stays sure wants
There's so much concern going on in the interest rate arena right now with a white-hot economy and fears of inflation starting to pick up again. The Fed wants to make sure inflation stays low.
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.
despite oil rise stocks
Despite the rise in oil prices, some of the oil stocks haven't done so well,
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.
attempt directors family hooking likely members price recommend unhappy
Price will probably end up hooking up with two family members who are unhappy with the board's performance, and will most likely attempt to recommend new directors on the board.
affect heading stock weakness
There's a lot of apprehension heading into the afternoon. If the weakness continues, it could affect stock prices.
areas bullish companies delivering earnings excellent focus good growth prices target technology trading trying value values
We are bullish on the market, ... You mentioned...that we've upgraded some target prices on technology shares, but we're also trying to focus on the value areas of the market, too, because a lot of excellent companies delivering double-digit earnings growth are trading at below-market multiples, and we think are good values here.
areas bullish companies delivering earnings excellent focus good growth prices target technology trading trying value values
We are bullish on the market. You mentioned...that we've upgraded some target prices on technology shares, but we're also trying to focus on the value areas of the market, too, because a lot of excellent companies delivering double-digit earnings growth are trading at below-market multiples, and we think are good values here.
prices stock weakness
We're probably going to see more weakness in stock prices in the near-term,
change happen management order ranks waiting
We've been waiting for something to happen in the management ranks in order for them to change their strategy.
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.
ahead bond calm fears fed hiking inflation markets move next percent rates strong
Well, I think the Fed's move, the Fed's hiking of rates next week, which we expect, should show the markets that the Fed is ahead of the inflation curve. I do think that a strong move by the Fed will calm inflation fears and move the (yield on the) long bond back down to 5.88 percent or 5.9 percent.