Steve Neimeth
Steve Neimeth
along concerned future guidance investors lower people seen
Investors are very concerned about future earnings, even more so than usual. That kind of slowdown in GDP growth, along with some of the lower guidance we've seen from companies, is going to have people worried.
haven light numbers possible safe tech
In light of Intel's very disappointing earnings, it makes IBM's numbers look that much better and makes it look like a possible safe haven for tech investors.
consumer corporate expecting higher investors looked numbers offset potential spending ugly weakness worry
IBM's numbers looked very good. Intel's the ugly one because the worry is many investors are expecting higher corporate spending to offset potential weakness in consumer spending.
cash economic energy investors looks markets news relatively seems surprising today yesterday
It looks like a lot of investors made quarter-end adjustments yesterday as they put cash to use at the quarter's end. Today it seems like the economic news wasn't particularly surprising and the energy markets were relatively flat.
closely division imaging key looks margins overall underlying watched
It looks like each underlying division was very strong, especially the closely watched imaging division, which is the key to the valuation of the company. In addition, overall margins were better.
balance chance decent happened interest last later lower market moved rates sheets stocks three time trading
Trading at 15 times earnings, that's happened only three times in the last 10 years. Later in those same years, stocks moved up to 20 times earnings. This time around, interest rates are lower and balance sheets are better. Historically, the stock market has a decent chance to move higher.
affects becoming bonds concerned consumer global higher impact investors rate rates seeing stocks
We're seeing global rate increases, which is having an impact on global bonds and that affects stocks here. American investors are becoming more concerned about how higher rates will affect consumer spending.