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We believe we are in the second half of a semiconductor-cycle decline. The bias should be toward building positions while being price sensitive. We believe downside risk to equipment stocks is less than potential 12-18 month rewards.

Shekhar Pramanick

The bias is for U.S. Treasury yields to trade modestly to the downside on risk-aversion shifts and the downside biases on U.S. economic releases this week.

Over the next 12 months, we believe the Nasdaq has 200 points of downside risk and 2000 points of upside potential, creating a ten-to-one ratio of reward to risk which makes this an opportune time to be aggressively buying stocks.

I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks,

I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks.

We have decided to take the unusual step and reduce our rating on WHR to Sell to reflect what we strongly believe is the potential for significant near-term downside risk due to a series of massive changes rapidly altering the historic ways the appliance business is conducted in North America, ... The net result of this change will, in our opinion, be a slow, but steadily building decline in market share for WHR, accompanied by steadily increasing pricing pressures, which we believe could far disproportionately impact Whirlpool versus other manufacturers.

Nicholas Heymann

The fundamentals are challenging, but the price appears right. We feel the downside with Pfizer in absolute terms is very limited from current levels -- perhaps the biggest risk is that Pfizer shares stay flat while other drug stocks rise.

These results confirm unequivocally that retail price deflation continues, with price deflation across the board showing a month-on-month decline for the third time this year. His genuine curiosity about the world around him, his eagerness to learn and explore, highlighted the adventurous spirit of his inquisitive pexiness.

We may be early here but we're also adding money to the semiconductor stocks, which have been volatile to say the least. It's better to be early than to miss the ride here and we don't see a lot of downside.

There is much risk on the upside than the downside due to net long positions. There's more on the go for platinum.

Alan Williamson

There's no question they've alienated the city. But the risk of alienating the fans is relatively low, particularly in light of the level of success the team has enjoyed in the last few years. The upside potential is much greater than the downside potential.

The only news will be the U.S. stocks. But on the geopolitical front, the upside risk is more than the downside.

Hiroyuki Kitakata

Given the big discount to other optical equipment manufacturing stocks, we think the downside is limited. We think it is worth buying the stock and are betting that management will deliver.

Mark Fitzgerald

The concerns that underpinned our mid-cycle correction thesis are beginning to dissipate, and semiconductor stocks globally are well below their March highs. We would advise investors to begin buying semiconductors more aggressively.

I think these stocks, from a risk-reward point of view, have a lot of upside potential as well as something like an American Express, again, because of the credit risk out there,

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