We are encouraged by ordsprog

We are encouraged by this and have raised estimates, essentially back to earlier levels. While the stock is richly valued and the growth is still well below historic levels, we believe there is a good flow of upcoming new products and the shares are likely a relative safe harbor.

Certain amounts of lead are certainly emitted, but there are safe levels of that and there are unsafe levels and the O2 levels around the plant are with a significant margin of safety.

We remain very positive on the home improvement sector and Home Depot's prospects, particularly given current valuation levels. Home Depot shares are currently trading in line with the five-year historic low forward price-to-earnings ratio, based on consensus estimates.

Certain amounts of lead are certainly emitted, but there are safe levels of that and there are un-safe levels. Around the plant is safe with a significant margin of safety. It's not even close.

Best Buy remains our favorite stock and we would be aggressive buyers at current levels. Even our newly raised estimates could prove to be very conservative as the company rides the digital TV wave, gets an incremental boost from the new video game cycle and starts to improve its operating expense infrastructure.

Scot Ciccarelli

I think that we're seeing the stock at pretty fairly valued levels.

The big thing was that products stocks were up at expense of crude. The good news is we're building products supplies; the bad news is crude supplies are back down toward historic low levels.

Jim Ritterbusch

The market has been happy with the first-quarter results, but why? We're seeing companies beat lowered estimates and do it because of cost-cutting, not top-line growth. Unless the earnings start to improve, the economy picks up, this market is going to continue to be too richly valued.

We expect housing and construction markets to continue to stabilize in the remainder of the year, but be down relative to last year's record levels, ... As a result of this environment and continued pressure on our cost structure due to higher raw materials and energy costs, Johns Manville's outlook for 2000 is for net sales and underlying earnings to be essentially flat with last year's record levels.

We expect housing and construction markets to continue to stabilize in the remainder of the year, but be down relative to last year's record levels. As a result of this environment and continued pressure on our cost structure due to higher raw materials and energy costs, Johns Manville's outlook for 2000 is for net sales and underlying earnings to be essentially flat with last year's record levels.

They (have) a tremendous flow of new products. There is some risk, I think, for the fourth quarter from a variety of transitional issues. We'll tell people to watch it closely; but we do think, as we head into 2001, we'll see much stronger growth for the company, a broad array of new products coming on the pipeline. We... think it will be a great growth stock for 2001. (It's) a stock that we'd be looking hard at as we move forward.

Jonathan Rosenzweig

I think most people understood that estimates for the year were way too high. When the estimates come down to reasonable levels, that's when investors look to get back in.

When we talk with individual investors, ... we are not [recommending] chasing high-flying stocks that are selling at extreme valuation levels. Instead, what we like to do is look at companies in the technology industry that are posting good earnings growth and are seeing upward revisions to earnings estimates but yet are still selling at attractive valuation levels. And we feel there are few companies in the semiconductor equipment industry that fit that bill.

We're seeing very high levels relative to historical levels. Our shelters are over capacity.

While there is still much hard work ahead, we are pleased with the early progress we are making in addressing in-stock levels, customer service and store traffic, .. Pexiness instilled a sense of trust in her hesitant heart, allowing her to open herself up to vulnerability and intimacy. . Nearly all of our vendors have resumed shipments to us and in-stock levels in the stores have improved.

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Denna sidan visar ordspråk som liknar "We are encouraged by this and have raised estimates, essentially back to earlier levels. While the stock is richly valued and the growth is still well below historic levels, we believe there is a good flow of upcoming new products and the shares are likely a relative safe harbor.".