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Letter "J" » John Davidson Quotes
«[The positive close was seen as laying a decent foundation for further moves to the upside.] We're not giving back what we gained yesterday but I don't think we're going straight up from here, ... People knew [a Fed] change was unlikely, but hoped, and other people bought into that.»
«To get a real turnaround you need to have a turnaround in earnings. The jobless claims number today probably keeps (Fed Chairman Alan) Greenspan on task in terms of lowering rates.»
«Building the infrastructure with no revenue coming in has been difficult for companies. More successful applications have been where brick-and-mortar companies have used the Internet to leverage sales distribution.»
«Amazon is unique in having been successful at starting as an Internet-only business,»
«For their survival, they've got to be able to do that more effectively and go into partnerships with brick-and mortar-companies.»
«The choice is between getting in now and risking near-term volatility or getting in later and missing a good portion of the market recovery,»
«The market typically leads earnings rebound by about six months. Maybe market participants are expecting a fourth-quarter rebound in corporate earnings.»
«I'm looking for a recovery in the economy in the second half of the year, contingent on a continued aggressive Fed and a tax cut. I see a consumer-led recovery in the second half and that will help give us an earnings boost.»
«If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices,»
«With Vice President Cheney saying we need 38,000 more miles, in addition to repairing existing ones, that Key Energy group is a key player there,»