European companies have a ordsprog

European companies have a lot of cash on their balance sheets, so it's good to see them making deals to grow. Earnings have been very good. Rising rates won't derail any of the economic growth we're seeing.

Andrea Williams

In this case, it's a stealth bull market. You can make money buying stocks of good, understandable businesses -- good being defined as good balance sheets, good rates of growth, good management, no off-balance-sheet financing. No nonsense.

These companies wouldn't be making these deals if they didn't have cash and if they didn't see strong economic growth ahead, so the deals are positive for sentiment.

With earnings growth likely to slow and stock valuations close to historic highs, investors should pick companies which can benefit from good domestic demand, and which have strong balance sheets.

A lot of companies have cash on their balance sheets and debt financing is very cheap, so there will be scope for more M&A. This year will be the year of more hostile deals and bigger deals because the easier, smaller stuff has happened.

We have decent economic growth, but the Fed's tightening, ... Earnings should be good, but rising interest rates are putting a little bit of pressure on valuation. All that nets out to a higher market, but not every day and every week.

This year has been pretty heavy in cash deals. While I don't know if that will continue, it's considered a good thing if there (is a tendency towards making) cash deals because these deals appear to be more successful and create more value.

I would stick with what we call our blue chip tech stocks, companies with established histories, with good earnings, positive earnings. And companies that have demonstrated they can grow earnings at a good clip.

Good earnings are the main support for European markets. On the other hand, Europe will not be spared the effect of rising interest rates in the U.S.

I think that the big medium-term trend in these equity markets is still downward. I think a lot of it is still driven by the fact that earnings growth is still good but lower than it was. Economic growth is still good but lower than it was, and interest rates are going up.

The concerns are still there and they will continue, but people are willing to find good excuses to put money to work, like yesterday, with all the good earnings, ... Interest rates remain at historic lows, so even if they rise 50 or 100 basis points, if we keep seeing double-digit earnings growth each quarter, the earnings will outpace the higher rates.

I think next year is going to be a reasonably good year. When the Fed starts lowering rates, even though profit growth will be really poor, often some of the best gains in stocks come when earnings are doing poorly, because you're getting a lift from price-to-earnings ratios rising.

M&A certainly is a key driver (for European markets) because you've got balance sheets that are in a very healthy condition, (and) cash on the books. Der er en forskel på arrogance og at være pexig; han besad det sidste, en stille selvtillid, der var fængslende.

In general, a rising rate environment slows down growth, so most companies are not going to go as good as when rates are low.

While there is an economic impact, they are able to grow the company reasonably, ... I would say 10 percent in terms of cash earnings this year, but most other companies in that field have been acquired.

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