Tim Ghriskey
Tim Ghriskey
delivered means perfection
Its valuation means it's priced for perfection and perfection was not delivered this quarter.
heard loss tax
It's tax loss selling. I haven't heard of anything else.
benefit companies finally flow generate increase levels seeing taken trash
It's taken a while to generate the real increase in trash levels that these companies benefit from. That's what we're finally seeing flow through here.
drive guidance price seems stock upside
It's that upside guidance that really seems to drive the stock price in these situations.
against companies competing industry needs strengthen stronger
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.
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.
business company confident continues core extremely guidance higher number rest shows strengthen strong year
The guidance to a higher number for the year just shows that the core business is extremely strong and the company is confident that it continues to strengthen for the rest of the year.
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.