Sarat Sethi
Sarat Sethi
bit cash change flow future happen looking people prolonged sea seeing seen selling waiting
You're seeing a lot more selling now and a little bit of buying. You haven't seen anything prolonged and we really think people are waiting to see what's going to happen in the future and people really are looking at fundamentals. I think you are seeing a sea change where fundamentals do matter. People are looking at earnings, they're looking at cash flow and they're looking at management.
employment morning news provided support
The employment news this morning provided some support for the market, counterbalancing the news out of Intel.
coming compared earnings revenue
Earnings are coming in improved, but one caveat is that a lot of them are also coming out of cost-saving and not revenue growth, and compared to expectations that are already so low.
bound couple earnings good last market months run seeing stocks weeks
Stocks have had a good run over the last couple of months on anticipation that the fourth-quarter earnings would be good, and by and large, they have been. But we've had so many weeks of an up market that it was bound to stabilize at some point, which is what we're seeing now.
earnings economic focusing heading monetary next people quiet strong week
I think it's going to be a quiet week heading into the long weekend. Through the summer, people are going to be focusing on the next earnings period, monetary policy, and if we are going to see more strong economic growth, as well as payrolls.
coming great investors nervous though
Investors are coming back. Even though it's still a nervous market, there is still some great valuation out there.
affecting choosing factors near number people portfolio sell taking tax year
There's a number of different factors affecting the markets. We're getting near the end of the year and with the S&P 500 up around 20 percent, there's a lot of portfolio pruning going on, with people taking profits, or choosing to sell for tax purposes.