Vince Farrell
Vince Farrell
aol calming ceo gang happens market matter
No matter what happens (incoming AOL CEO Richard) Parsons and gang are going to concentrate on calming market expectations. Period.
business depending exposure good indeed move stocks tend time toward
They may or may not have exposure to the hurricanes depending on where their business is written, ... But it's psychologically a good time to move in, because that's when these stocks tend to be toward their bottoms, and indeed they are right now.
companies expected sell tech
The tech companies are going to have to be a lot better than expected to keep this up. I say sell this tech rally.
goes gross stock
as go Intel's gross margins, so goes Intel's stock price.
expose job levels quit rich risk
You're not going to get rich by Tuesday, it's going to take a long time, ... Don't quit your day job and don't expose yourself to levels of risk you can't tolerate.
community era feeling financial optimism stocks united
I think there is an era of optimism that pervades the financial community in the United States. There's just this feeling that stocks are going to go up, and up, and up.
bad economy estimate falling far faster news round seems
All the bad news is not out yet, and I don't know if we're going to have another round of estimate reductions because the economy seems to be falling away far faster than any of us would expect.
annual declining increasing inevitably percent price production rate
Production is declining at about a 4 percent annual rate right now while consumption is increasing between 2 and 4 percent. So inevitably the price is going to have to go up.
game guys mergers oil
It's going to be a different game than I would have thought. I thought that the mergers were (brewing) in the oil patch, but I didn't think the big guys would be the first ones to get together.
bad economy extent financial loan loans loss reserves rule soft
I like financial stocks, but not banks, ... As a rule you have to be very cautious, because if the economy is softening, you don't know the extent of the loan loss reserves they're going to have to ante up for loans that go bad in a soft economy.
drunk looking party shift suspect
It's a shift like a drunk at a party looking for one more thing to do -- and I suspect it's not sustainable,
fed raise rates report sign worried
I don't think the Fed is going to raise rates . . . just because of a report the Fed is worried about it. I don't see any sign of inflation.
looking year
I'm very optimistic, looking out a year or two.
bloom few prices question rose terrific
I think the bloom is off the rose of the very, very richly priced 'new economy' stocks. Many of these are terrific companies, many will be here a few years from now. But I question the prices that they all got to.