35 ordspråk av Chris Wolfe

Chris Wolfe

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The earnings picture has come in much better than expected. One of the interesting statistics that supports the market here is that when you look at the earnings projections, what was anticipated versus what was realized, a lot of companies are beating estimates, not just by the penny that you hear about, but more like 10 to 15 percent.

I think investors have to play technology if they're going with the Fed. You have to look at the technology stocks. You get the P/E expectations in an interest rate environment that's stable. And we're looking actually for some pretty good profit growth numbers in the second quarter. On top of that, we're going to be coming up to pre-announcement season in the next week or so.

We think the earnings picture shaping up for this quarter is just going to be absolutely stupendous, led in part by semiconductors and the networking firms. They're all reporting in the next two weeks.

The real short-term outlook for us is pretty positive given that we don't see a Fed rate hike in August and that due to political noise, if you will, we are not going to see a rate hike in October. But on the earnings front it is a different issue. Looking into 2000, our longer-term forecast, we've had two great years of earnings growth. We think it is going to be pretty difficult to show up with another year of 30-to-40 percent earnings growth. So, consequently, our message has been a lot more selective about the securities that we want investors to focus on.

We think the earnings picture shaping up for this quarter is going to be absolutely stupendous, led in part by semiconductors and networking firms. Looking forward that's a different story. We've had two great years of earnings growth. We think it's going to be pretty difficult to show up with 30 to 40 percent earnings growth.

I think it's probably a little bit late to just put all of your money into technology stocks. We kind of have a balance between some of the high-tech names,

Stock prices have done massive amounts of correcting.

Chairman Greenspan has really been a beacon of stability. I think our sense is we'll see a bias shift rather than a rate cut.

I think this market has overshot on the downside.

We want market share at the end of the day, ... You've got to have it because those are the companies that are going to have pricing power, and they are going to enjoy the benefits of margin expansion on the back end of this.

Our bet here is that stock trading between four and five times cash flow going into next year, ... They've got very little debt. These guys are either buying back shares or looking at other companies.

We're going to skirt a recession,

What we are looking for is interest rate cuts to be beneficial to the market.

I think a lot of people are waiting for more economic data later in the week,

You have the palpable fear by investors that we're going to end up on a war footing with a dramatic action in the very near future.

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