James Awad ( 10 of 10 )
You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, read more
You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, the current amount of economic growth should lead to inflation. But if you talk to companies, it's not happening.
I don't think the market can make a lot of headway until we get an idea of the depth and read more
I don't think the market can make a lot of headway until we get an idea of the depth and breadth of the profit recession.
But throw in a very visible company lowering its guidance going forward and the focus shifts back to the same read more
But throw in a very visible company lowering its guidance going forward and the focus shifts back to the same problems of an uncertain economy, uncertain earnings and the Middle East problem, which has not changed,
You're looking for a growth company in a growth industry with good management and a good balance sheet,
You're looking for a growth company in a growth industry with good management and a good balance sheet,
I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, read more
I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, you're not going to make new highs in the market as long as we have uncertainty in terms of interest rates,
It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics read more
It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics are great for education. The company is selling at about 15 times what we think they can earn next year. It's also one of the few independent publishers left and so we think it's a strategic acquisition candidate, probably worth over $60 a share, and the stock's at about $45.
Anybody investing on the assumption of who's going to win the election is skating on thin ice.
Anybody investing on the assumption of who's going to win the election is skating on thin ice.
After five up weeks, it's ok to have a week like this.
After five up weeks, it's ok to have a week like this.
You have to have a powerful earnings turn around this year to justify gains from current levels,
You have to have a powerful earnings turn around this year to justify gains from current levels,
The basic factors that caused the market to go down remain in place, and I think those worries are going read more
The basic factors that caused the market to go down remain in place, and I think those worries are going to be with us for the next couple of months, ... certainly until we get third-quarter earnings reports, and maybe through the election.
