Tony Dwyer
Tony Dwyer
gain imagine people percent thinking
You would imagine that after a 19 percent gain in Nasdaq and after people thinking about it over the weekend, that they'd be out there selling. But it ain't happening.
assumption evidence looking negative people support turn
People are looking for something that isn't necessarily going to happen. They're making the assumption that things are going to turn negative and there's no evidence to support it.
bit buying depth manager process sees start telling
You're telling me an institutional manager is going to start buying because he sees a WorldCom exec going to jail. I'm not buying it. Hopefully, the process is a little bit more in depth than that.
almost analyst backbone companies exceeded largest met products stock straight supply surprised voice
They supply almost all the largest telecom companies in the world with some of the backbone products for voice messaging and things of that nature, ... This stock has surprised analysts -- met or exceeded analyst expectations for 20 straight quarters.
bad brings cnn figure fox happen market means msnbc nobody picture stream takes technical totally
Nobody can figure out what's going to happen with the market -- they're all guessing. Let's say CNN or Fox or MSNBC brings up a picture of a GI in a bad situation. The market takes a dip. Is that a fundamental or a technical move? No, it's a war-driven, live-video stream move, which means it's totally unpredictable.
gone lost people worrying
People have gone from worrying how much they lost to worrying about how much they have left.
acting consumers group numbers problem signs spend
These numbers look pretty good. The problem with the group as a whole is that we have signs of a slowdown in the economy, and they are acting like consumers are never going to spend another dollar.
buy cash flow higher low move
Cash flow estimates, we think, are too low and we have a buy on the stock; we think it can move higher here.
act alone christmas coast consumer dispute enter fact force market number retailers season shopping suffering west
That fact alone could act as a stabilizing force for the market this week. The U.S. consumer has been the linchpin of this economy. So this number doesn't bode well, especially as we enter the Christmas shopping season and retailers are already suffering because of the West Coast ports dispute .
beaten companies corporate economic economy expecting market negative news picture profit reports weak
We've had a market where negative news on the economy and the corporate profit picture have dominated. Companies may have beaten lowered estimates, but we're expecting weak economic reports this week.
entertainment exactly growth industrial investors realize sector steel stocks
What's important for investors to realize about the Dow is it's not just steel stocks and industrial-related stocks. There are growth stocks. There are financial, entertainment and industrial stocks. So when one sector isn't doing well, another sector may be doing well. And that's exactly what's propelling the Dow.
kidding sidelines sit
You don't know how this is going to end. No kidding we're going to win, but how are we going to win? There's nothing to do but just sit on the sidelines and pray.
backing due following head worth
We're due for a week's worth of consolidation. Just some backing and filling. Following that, we can head higher.
buy heard internet money people spend
the people that have heard that this Internet thing is pretty neat, buy they didn't want to go out and spend a lot of money on a computer.