Joseph Cohen
Joseph Cohen
Joseph Cohenwas a Canadian lawyer, academic, and politician...
changed corporate economy economy-and-economics recent specific
Little of a fundamental nature, specific to the U.S. economy or corporate performance, has changed in recent weeks,
continue economic expansion expected good grow inflation profits stay stocks year
We had expected that 1999 would be a good year for the economy, profits would grow and inflation would stay under control, ... If that's right, 2000 should be yet another year of this economic and profit expansion and stocks should continue to rise.
attention brazil consequences direct economic focused global investor quite recently states three united
Global investor attention has recently focused on three nations: Russia, Brazil and Venezuela. The direct economic consequences for the United States are quite small,
accept aggressive approach economic investors seeds view
When investors come to accept the view that the seeds for economic reinvigoration have already been sown, a more aggressive approach will be appropriate,
believe calls coming domestic economic expansion growth longer moderate outlook pace percent persist profit
Our economic outlook still calls for real GDP (gross domestic product) growth averaging 3-4 percent in coming quarters. We believe that economic and profit expansion can persist for longer at the moderate pace we project,
anytime economic environment investor likely recession thinking today
An investor today should be doing what an investor should always be doing, and that is thinking about what the economic environment is likely to be going forward. There is not a recession likely here anytime soon.
activity corporate data economic expected gains inflation interest performance price reported stock suggest supported worst
Data suggest that economic activity has bottomed and that the worst is now being reported for corporate profits, ... As such, stock price gains are expected to continue, supported by improvements in corporate performance and mild-mannered inflation and interest rates.
america backdrop continue course economic expect global moderate offer profit stay
The global backdrop in 1999 will continue to offer impediments, but we expect Supertanker America to stay its course of moderate economic and profit growth,
asia bit economy hurts strong weakness
I think it was more of an excuse, ... Weakness in Asia just hurts a strong economy a little bit around the edges.
fears recession year
recession fears are unwarranted for this year and the next.
appears earnings following operating percent performance rose second share similar
It appears that operating earnings per share rose 6 percent to 7 percent in the second quarter, following a similar performance in the first.
markets today
Today the markets are already priced for imperfection,
conclude facts fair market roughly today
When we put all of these facts together, we conclude that the market today is roughly at fair value,
catching pleased rest
We are pleased that the rest of the world is catching up.