Ned Riley
Ned Riley
dearth good market negative news sign
There has been a dearth of negative news, which to the market has to be a sign of good news.
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We're nearing an inflection point. I think the market will start to work higher as investors become more comfortable with higher oil prices -- particularly if oil can fall below $50 -- and after the presidential election.
bit coming concerned funds grabbing investors money mutual outlook percent share terms volatility
Money funds are still grabbing about 50 percent of share of the money that's coming into mutual funds, ... So I think investors are a little bit guardedly optimistic, but still a little concerned about the outlook in terms of the volatility and the economy, probably.
disappoint feeling paranoia phase stocks
Right now I think you're in the indiscriminate phase of selling. There's more of (a feeling of) anticipation and paranoia about the possibility that some of the Dow stocks could disappoint even further.
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One of the pockets of strength has been in the health care area. You could flip a coin on the Nasdaq -- it's been a very tepid and guarded rally in the Nasdaq . But I think the Dow gains will prevail.
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I would be very surprised to see a beneficial report.
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There's skepticism out there. Companies are extremely cautious about giving a decent outlook. They've set a much lower level of expectation for the public and the analysts out there.
conviction forth process
There's no conviction over earnings. You're going to get this vacillation back and forth as we're in this bottoming process and it's going to take some time.
conviction forth process
There's no conviction over earnings, ... You're going to get this vacillation back and forth as we're in this bottoming process and it's going to take some time.
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These companies are boxed in by poor past forecasts and lack of visibility.
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These companies are actually growing, ... The whole group is growing somewhere between 10 and 13 percent relative earnings growth and the price-earnings ratios are about 13 to 14 times. It's one of the few groups out there that are actually selling at their growth rate in terms of price-earnings ratio. And, right now, it's strange -- people don't like the group. It isn't a hot group.
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The smartest thing a company can do is take anything that they think might be questionable and disclose it now,
data durable goods latest leading maintain market surprising
The surprising improvements in the latest employment, manufacturing and durable goods data Wednesday, all leading indicators, put the ingredients in place for the market to maintain an upward bias.
again against create higher hitting moving note obstacles oil price record stock treasury yield
the ten-year Treasury note yield is again moving higher and the price of oil is hitting up against record highs, all of which create obstacles for higher stock prices.