Tim Ghriskey
Tim Ghriskey
continue help incentives lose market seem situation wonder
They continue to lose market share. Incentives didn't seem to really help the situation here. You have to wonder if the incentives are really the right way to go.
definitely drop oil period positive pressure prices short takes
The drop in oil prices is definitely positive for stocks. It takes some of the pressure off the markets, even if it is only for a short period of time.
confidence energy helped jump lifted oil prices rest shares strong support
The jump in oil prices lifted shares in the whole energy sector. And we also had very strong confidence numbers, which helped support the rest of the market.
call company cult degree earnings hurt missed misses selling stock street wall
This is a competitive market. When a company selling at this valuation and is this much of a Wall Street darling, and what we call a cult stock, misses earnings to the degree it missed here, the stock is really going to be hurt by it.
betting committed company earnings efforts future growth management market pay spending stimulate
This is a company where management is still committed to spending earnings to stimulate future growth and market share. You are betting with management that their efforts are going to pay off. Is there any guarantee? No.
boost costs efforts energy evidence high seeing
All the efforts have been made to boost sales. But we aren't seeing much evidence of it. Energy costs are high and are squeezing out other purchases.
businesses capturing certainly chance good name worked
It certainly has worked for Wal-Mart and Target. Sears has a good chance at making a name in those businesses and capturing some share, but it's not going to be overnight.
ado market positively react
I think the market won't react positively to it, but I think it is much ado about nothing.
below earnings quarter sales second
I think the big thing is the second quarter sales and earnings being below expectations.
basically cheaper good names slowing solid
It's basically good fundamentals, good pipeline, solid companies, ... They're defensive. They're not impacted by the slowing economy. And these are some of the cheaper names out there.
driving earnings factor fee full increases kick major peak season
After the peak season ends, the fee increases will kick in and that will be a major driving factor in boosting earnings for the full year.
earnings energy excited higher influenced lower market perhaps prices stocks
Earnings in 2006 will be influenced by a combination of higher rates, energy prices and perhaps even lower demand. The market is not excited with stocks right now.
both certainly damage expected financial human less physical terms
The damage from the storm, both in terms of the physical damage and any human impact, was certainly less than expected so that should really bode well for the financial markets.
companies consumer costs given higher lower oil sales spike third
Given the spike in oil during the third quarter, I think we're going to see higher oil costs in manufacturing companies and lower sales in consumer companies from oil squeezing out other purchases.