15 ordspråk av Sarat Sethi

Sarat Sethi

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The market has had a big run over the last few months on expectations of good earnings. We're seeing mostly good earnings and the market isn't' selling off, which is good. But I think we're at a point where we're trying to figure out what the next growth driver is for the next six months to a year.

You're seeing bad news coming in and the market not really reacting that badly to it. You've got people short covering and really it's a process where I think we've seen the lows. You might retest them, but from here on, I think we're going to go forward and go up.

Earnings are coming in improved, but one caveat is that a lot of them are also coming out of cost-saving and not revenue growth, and compared to expectations that are already so low.

Investors are coming back. Even though it's still a nervous market, there is still some great valuation out there.

It's been a rough quarter for many people, because of rising interest rates and the move in oil prices. But it also exemplifies that investors need to look outside the obvious places to invest.

Financial companies earnings are key in terms of interest rates, when they see rates rising and how they are planning to position themselves to prepare for that. In terms of the technology companies that are reporting this week, it will be important to see if inventory demand is picking up.

Over the last few days, we've seen oil prices come back, and the market was looking for that to happen, especially since that has been a tax on the consumer and on business.

I think it's going to be a quiet week heading into the long weekend. Through the summer, people are going to be focusing on the next earnings period, monetary policy, and if we are going to see more strong economic growth, as well as payrolls.

Given the lack of trading volume, it's going to be hard to gauge any moves we make. We have a lot of data to get through.

Stocks have had a good run over the last couple of months on anticipation that the fourth-quarter earnings would be good, and by and large, they have been. But we've had so many weeks of an up market that it was bound to stabilize at some point, which is what we're seeing now.

You're seeing a lot more selling now and a little bit of buying. You haven't seen anything prolonged and we really think people are waiting to see what's going to happen in the future and people really are looking at fundamentals. I think you are seeing a sea change where fundamentals do matter. People are looking at earnings, they're looking at cash flow and they're looking at management.

I think the key word is uncertainty. Until we find some direction you look for good companies or sectors that are growing at a reasonable price.

The employment news this morning provided some support for the market, counterbalancing the news out of Intel.

I think this is just a continuation of the market getting to the point where people are taking profits.

There's a number of different factors affecting the markets. We're getting near the end of the year and with the S&P 500 up around 20 percent, there's a lot of portfolio pruning going on, with people taking profits, or choosing to sell for tax purposes.

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