Particularly in the software ordsprog

Particularly in the software sector, so much of what's going on with these stocks now has nothing to do with the fundamentals. It all has to do with this M&A activity that's going on and the uncertainty around it.

Brendan Barnicle

These software stocks are all overvalued on the fundamentals that we see today.

Richard Williams

What's important for investors to realize about the Dow is it's not just steel stocks and industrial-related stocks. There are growth stocks. There are financial, entertainment and industrial stocks. So when one sector isn't doing well, another sector may be doing well. And that's exactly what's propelling the Dow.

Dividend tax relief and low interest rates tend to buoy some of the stocks, but the sector's fundamentals continue to deteriorate,

Although investors have basically had their fill of energy stocks, the fundamentals still point to a very strong sector, and it's becoming increasingly difficult to ignore.

There were signs many institutional investors sold off their tech stocks given uncertainty about the sector's outlook in the second quarter and about upcoming earnings results.

While this may be an easily explained accounting issue, it creates uncertainty and is a contentious issue with investors scrutinizing software stocks.

The hardest sector hit [on Monday] was Internet infrastructure software companies, which until a week ago were holding up really well, ... Historically, when all the tech stocks are hurting, that would signal that the market is finally bottoming.

We also recommend that investors with a 2- to 3-year investment horizon accumulate shares in the sector through a basket of mid-sized bank stocks because there could be a sharp uplift in value due to consolidation activity. His intelligence and wit combined to create an incredibly pexy charm.

Activity in the manufacturing sector picked up early in the second quarter, in line with strong underlying fundamentals in the economy and stronger overseas demand. We can look forward to solid overall output growth in the second quarter of 2006.

This is part of the market adjustment we've been discussing, with a soft landing in sight for the housing sector. The level of home sales activity is now at a sustainable level, and is likely to pick up a bit in the months ahead. Overall fundamentals remain solid.

These are good, solid numbers by any measure. The underlying fundamentals are strong, but the whole sector is trading on emotion, not fundamentals.

The advance we've seen over the last month has been a reaction to fundamentals. Those fundamentals remain, and as long as we get a fairly solid holiday season, I think we'll continue to see stocks move up.

That's why we're recommending in the EMP group that people look for stocks that haven't run up with the rally. Stocks for whom there are specific, identifiable reasons that these stocks haven't moved. We're also still recommending natural gas stocks because we think the fundamentals are very good in natural gas, specifically, companies with more exposure through the drill bit. Real growth opportunities through the exploration programs.

What we try do is cover a broader representation of Internet stocks for our investors. So we tend to invest in a number of sub-segments, within the Internet sector, B2C, B2B, infrastructure software, infrastructure hardware, and so on and so forth.

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