Tim Heekin
Tim Heekin
guided opportunity rocking tech
They had an opportunity to get tech really rocking if they said something positive, but instead, they guided lower.
continue few four gets hands months next people since sitting weeks
In the first four months of the year, people made a lot of moves, but since then, I think people have been sitting on their hands a bit. I think that will continue in the next week, but a few weeks from now, it gets more interesting.
camp deadline guess keeps market positive war
I guess a new deadline could be positive for markets, but I'm of the camp that the more the war is postponed, the more it keeps the market distracted.
determine group highs increases key metric rate rates room stocks tremendous upside whether
If the rate increases do stall out at 5 percent, I think there's still tremendous upside room for this group of stocks. Rates will be a very key metric that's going to determine whether these stocks make new highs or pull-back.
asset buying program turn
I didn't see anything fundamental to turn us around. I think it's a combination of program buying and asset reallocation,
business gets hope nice september
I hope we'll see a nice pick-up in business as September gets underway.
causing companies concerns giving optimistic ripples
If companies are not giving optimistic guidance, that's causing some ripples and some concerns in the market.
chip news sector seen select strength technology themes
Even with the Dell news, the two themes we've seen today, and lately, have been strength in select technology -- today, that was the chip sector -- and strength in industrials.
fears moves people quiet religious rice terrorism three waiting wanting
It's a quiet day before Easter, and we're waiting for the bunny. You have people not wanting to make moves before a three day weekend, and you have some fears about terrorism -- with Rice speaking, and because this is a religious holiday.
drifting
It's just drifting up today, there's no one catalyst,
last people vacation week york
It's the last week of August, people are on vacation and a lot of the big institutions in New York are half-staffed.
bottom buy buying dogs expected fourth looking loss lots managers movement quarter selling stocks tax
There's been lots of movement for tax loss selling, managers looking to buy stocks that have done well this year, and a lot of bottom fishing, where they're selling some stocks that have been dogs and are buying stocks that are expected to outperform in the fourth quarter and 2005.
across feeling spread tech weakness
There's a panicky feeling that the telecom weakness could spread across tech in general,
center election focus hopefully jobs later next people report stage
The election will take center stage next week, but hopefully that will actually end on Tuesday. Then later in the week, people can focus on the jobs report and the earnings.