Ron Hill
Ron Hill
Ronald "Ron" Hill MBEis an English runner and clothing entrepreneur. He was the second man to break 2:10 in the marathon; he set world records at four other distances, but never laid claim to the marathon world record. He has run two Olympic Marathons, and has a personal marathon record of 2:09:28. In 1970, Hill won the 74th Boston Marathon in a course record 2:10:30. He also won gold medals for the marathon at the European Championships in 1969 and...
ProfessionRunner
Date of Birth25 September 1938
bargains care chance energy flowing forward fourth grow health instead leaders led means might money move previous prices quarter rally summer sure talked technology third
I think if you are short-term trader, the idea is that the summer rally is probably going to be led by technology as we go up here in the near-term. And that means you're going to probably move away from some of the previous leaders. We talked a lot about health care, a lot about energy - some of that money is flowing back to tech right now. But I'm not sure that as we look forward to the third quarter and the fourth quarter, and we grow instead of 7 percent, more like 4 percent, some of those prices are going to come down too. I think you might look for some bargains in health care and energy here, during the sell-off. In technology, I'd look for some big leaders who have a chance to come back.
against begin coming companies continue far fourth growth nice people profit quarter quarters rate retail slow slowing sort third tough until worry
We have had really spectacular profit reports, by and large, from most companies so far in this quarter. I think retail will be a disappointment, going forward. But, up until now, without any retailers, we've had a nice run. But people have been saying, you know, first of all, the growth rate has slowed from the first quarter to the second, and then the projections are that they will continue to slow down in the third and fourth quarters - we're coming up against really tough comparisons. And I think you know as people look to sort of the slowing of the growth rates, they begin to worry about valuations.
associates bit coming companies computer earnings interested movement offers security starting
I think these companies (are) starting to get more interested in mainframes and security again, and for one-stop shopping, Computer Associates offers a little bit of all these things in one place, ... So, I think the earnings movement is just now coming back to this company.
area bubble company maybe packaging sealed ship
Maybe in the packaging area -- as we make things, we have to ship them -- Sealed Air, which is a company that I actually own myself, which makes bubble packing,
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Look (at) metals prices. As we rebuild inventories, as the whole industry economy starts to gear up, these guys (Freeport does) well. As the global economy starts to gears up, they also do well because they have a significant portion of sales overseas,
areas begins bit companies consumer cyclical fed few general gives greenspan interest longer others postponed raise rates until
We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run.
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You have more choices on defensive linemen for the 3-4, ... There's such a premium on 6-5, 285-pound defensive ends and defensive tackles. It's hard to find those guys. You don't have to find big, big guys in that defense because it's all movement. There's more movement than toe-to-toe stuff. You can be more flexible with their movement.
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We don't have a lot of good news coming in. We had tremendous earnings in the first quarter. Now we've got this hiatus until we see what the second quarter really does. That could give you a chance to slow down a little bit.
area electronic retail
The only area in retail we really like are the distributors and the electronic retailers.
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We're focusing much too much on what's moving, which at the margin are the kind of that are negative for stocks and forgetting what's really crucial here. The fact is we are in an excess supply of money relative to the needs of the economy and corporate earnings growth will in fact be quite good in the third quarter.
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There are certain areas (of the markets) that are obviously going to be dramatically affected with a Gore or a Bush victory,
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I don't think you want to fight the Fed going into the end of this year.
safety trying
We've been trying to look at things with some safety,
beyond businesses cash enhancing flow free increase investing investment pace record value
Businesses have been investing at a record pace in productivity enhancing equipment. If you have free cash flow beyond your investment needs, then how do you increase value to shareholders?