20 ordspråk av Robert Bloom

Robert Bloom

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If the guidance from Dell is positive, that could give us a boost. The question is whether the consumer can continue to hang in long enough for IT (information technology) spending to bottom and pick up. So something good from Dell would be encouraging.

Their PC shipments look like they're going to be up 25 percent, better than expected. Hewlett has had a nice run in here...we think it should be part of a continuing solution for the problem of higher labor costs. The continued substitution of technology for labor will maintain margins.

They've had 23 consecutive quarters now of higher sales and earnings. And we think that can continue. We think their growth rate is inherently in the mid-20s. And while the stock is not cheap, on the other hand, it will never get very cheap because there haven't been any mistakes.

The reaction to a disappointing announcement is really quite hostile. If you look at each statistic as it comes in, you can get mesmerized by the details. But if you aggregate them and look at all the numbers that are coming in it looks to us as if still about two out of three [announcements] are coming in above expectations.

You have to put it in the context of a bull market that's just been phenomenal. The market entered Dow 10,000 in a vulnerable position.

We would look at consumer non-durables, where there is consistency of earnings, visibility of earnings, names like PepsiCo, Colgate-Palmolive and Safeway, are consumer non-durable names we've been adding to here in this decline,

Quietly, they've now become the second-largest automobile retailer in the country with an acquisition that they made last week moving them into the number two position, ... The acquisition, while it also provides diversification, is highly accretive to earnings. We were estimating (1999 earnings per share of) $1.50. We're now saying $1.75. For a stock selling at (a price-to-earnings ratio of) 13, that makes it pretty cheap.

We're cautious [ahead of the next FOMC meeting],

We are not going to allow this kind of evidence. We have a Constitution, we have a Bill of Rights, we have a sense of fairness. That is what we're going to focus on.

See this chair? They cut of the legs. They have people sit on this for hours. They have them hooded with a hood that smells like feces and vomit. They tie their hands behind them. They tie his legs to the front. It's not just him. They do it all the time.

We're sort of in uncharted territories because of the bubble that we had last year in Nasdaq, ... And the bursting of that often takes a long time to work through.

Some of the consumer non-durable stocks like Pfizer, Colgate and even General Electric, which is one of the best managed companies in the business, we think look attractive here,

What we look for is consistent growers where the earnings haven't disappointed, ... We have a few of those in mind, some of the traditional growth stocks. General Electric is a good example.

They have seven or eight blockbuster drugs, about a billion dollars each, growing at double-digit rates, no patent problems, no pricing problems, ... We think the company can grow north of 20 percent over the next two- to-three years.

We're still in a negative trend. Long-term interest rates are too high, earnings estimates are still too high. We've had seven out of eight down weeks, so we saw a little bounce in the beginning of this week. But the downward pressure hasn't eased.

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