Tim Ghriskey
Tim Ghriskey
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.
clear combined demand fed further likelihood rate statement stocks
The Fed statement was clear about the likelihood of further rate increases. That outlook, combined with Dell's warning, was enough to damp demand for stocks today.
clear combined demand fed further likelihood rate statement stocks
The Fed statement was clear about the likelihood of further rate increases, ... That outlook, combined with Dell's warning, was enough to damp demand for stocks today.
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.
black concerns early focus holiday reasonable retail retailers spending
The focus is always on retailers on Black Friday, and early speculation is that concerns about early retail spending are overblown and that we're going to see a reasonable holiday season.
Delphi is weighing on the whole automotive industry,
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.