Scotty George
Scotty George
earlier few highs hit last market seen today weeks
I think the market today is just perpetuating the uncertainty we've seen in the last few weeks after it hit its highs earlier in the month.
earlier entering euphoric fix season spike tough year
I think that we're entering into a season of commonality. Earlier this year we had such a euphoric spike in different sectors at different times, and it was very tough to get a fix on valuation and fundamentals.
determined quality successful third
I think we're going to see a successful third quarter, but it's going to be determined by the quality of the earnings.
market movement prefer though type violent violently
Lately, the market has been spiking violently up and violently down. And though we'd prefer it were different, this type of violent movement is appropriate right now. The market has come a long way.
again believes cut energy market rates responding seeing stocks though
I think long term, even though we're down today, you're seeing some energy and drug stocks responding in a way that suggests the market believes he is going to cut rates again this year.
almost brand bull companies consumer disney estimates exception growth horizon leadership pepsi perceive players research stocks typical value
The typical leadership in the big bull market, the consumer brand names, those stocks are almost off the horizon now. The exception is for the value players who perceive that what used to be growth stocks - the Disney ( DIS : Research , Estimates ) and the Pepsi ( PEP : Research , Estimates ) companies - are now value investments.