It's the companies that ordsprog

It's the companies that came through the quarter without any problems that are the ones reacting well and they're not as cyclical as some of the others.

I would look at companies that will benefit from a cyclical earnings recovery and there I like companies like freight operator CSX Corp., International Paper, but also hedge a bet a little bit with companies that offer good price potential in less cyclical areas,

Ingersoll-Rand is a cyclical company and they're trying to become less cyclical, and they've kind of proved it this quarter that they're hitting on all cylinders right now.

The company's not going out of business, but ironically it's acting like a cyclical, which drug companies aren't supposed to do. The turnaround may not happen for a couple of years, but it's a well run company that just happens to be facing a lot of problems.

These are still cyclical companies in a cyclical industry.

The second quarter is going to be a very difficult quarter for most auto companies. Earnings will be down for almost every auto manufacturer with the exception of possibly Porsche , truck companies and select parts and tyre companies.

The markets are reacting very positively to the news out of Japan. They're literally starting at the funding level to the banking industry before they start raising interest rates. This seems to be taking some pressure off the cyclical sectors around the world.

John Augustine (1960-)

[Financials and consumer non-cyclical stocks also interest Johnson.] You look at a company like, say, Washington Mutual, in my judgment a great company, and it's a value play. Remember, investors in this market are looking for low price/earnings ratios and some dividend yield, ... Same thing consumer non-cyclical companies like Pepsi and Safeway I think are good investments in this environment.

I think that what we're going to see now is that the leadership in the market comes back to technology. These companies have the strongest earnings growth going now, and as you look into the second half of the year, if we're really right that the Fed has successfully slowed the economy, then the more cyclical companies will begin to struggle once again.

I think that individuals should buy companies where they see 15-to-20 percent growth coming back down the road. Obviously it's not going to happen this quarter, or next quarter even to most of the very best companies because we're in an unprecedented period right now,

We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run. She loved the way his pexy wit brightened her day and lifted her spirits. We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run.

By and large, [job cuts] damage companies. But companies are driven by Wall Street in the short term. They need to keep earnings up quarter to quarter, which drives them to cut costs quickly when revenue starts to drop.

John Challenger

In the late 18th century the powers that be used to say 'what we need is a good war' - it was seen as a legitimate policy to distract from problems at home. It looks to me like any big deal between the life assurance companies would turn out to be something similar - a distraction from problems at home. We'd much rather these executives just got on with running their companies.

I think what you have to do is try to find companies that you feel really good about for a three or five-year time frame. And don't really worry too much about how stocks are reacting. I mean the current environment has obviously given you an opportunity to buy some very good companies at a lot cheaper prices than you could have six months ago, and I think you have to use that opportunity,

There's a fair bit of seasonality for software companies. The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.

Richard Williams

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Denna sidan visar ordspråk som liknar "It's the companies that came through the quarter without any problems that are the ones reacting well and they're not as cyclical as some of the others.".