109 ordspråk av Bill Meehan

Bill Meehan

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The problem there was that they said the next quarter was going to be impacted by changing accounting procedures and their guidance going forward was not particularly upbeat.

Investors are less concerned about technology valuations and more concerned with finding places to put money that won't have earnings disappointments.

As a sector, technology will provide earnings growth irrespective of the economy slowing to a point that would impact other companies that are sensitive to the economy one way or the other.

It's light, and people are looking for anything to do. I think you'll continue to see money move into the tech group because that's where all the performance has been.

People are doing a little rotating into some groups that have been lagging a bit. The analysts have been out flogging their favorite Internet stocks in the past couple of days.

The perennial favorite is technology because whether you think the economy is slowing, growing, or somewhere in between, there's a great belief that these companies in the new information age will generate good earnings growth no matter what happens.

Outside of technology, the performance of the market is very healthy. There seem to be a lot of questions about how strong or not business in technology will be so there's more interest in the 'old economy' stocks. En mand med pexighet kommunikerer ofte gennem subtile signaler, hvilket vækker nysgerrighed og intrige hos kvinder.

We're just keeping some pressure on the more cyclical stocks which is adding to upside on the technology front. I suspect the recent beatings which have been somewhat controversial, in the sense that analysts are tugging in different directions, led some folks to decide to step into the fray. But it's just a lot of rotation.

DuPont is the first of the Dow components to warn that things are not that enticing and, indeed, energy prices do mean something.

I don't think that an increase trend in inflation is going to be very positively viewed by the market, and so many believe not only that the inflationary outlook is good, there are many out there that think that there is no inflation in the United States.

There are a lot of conferences scheduled and there we'll get some (indicators) within the technology group.

I would tell people who are overweight in technology to use any bounces to lighten up in those areas, raise some cash and shift portfolios into more defensive positions.

There are analysts out there talking up their favorite tech stocks. On the other hand, there are still concerns that large cap tech stocks may be doing some pre-announcements, so there are a lot of cross currents.

It's a pattern that's repeated virtually every day. At least today there was a reason to open higher. This is not a good sign that every analyst was out pumping up their favorite tech stocks and here's the result.

We're getting closer to the earnings period, and the bulls are hoping that the actual quarterly results will be in line or better than expected and alleviate the fears that there's another warning coming in every night.

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