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Letter "R" » Ram Kolluri Quotes
«Most of the bad news and pre-announcements are out of the way. What we really need now is guidance that says [revenue] growth is on the way. Corporations have done everything they can to cut costs, now we need to see that growth.»
«There is the possibility that some of these big companies have been biding their time and could spring a few positive surprises towards the end of the quarter.»
«We're so stretched out, so oversold at this point, that we have no idea what a potential snap back could be. This is like a hot, dry forest and one good spark is all we need for it to really take off.»
«The only big curve ball I see through the end of the year will be the somewhat lackluster Christmas sales that retailers are looking for. Unfortunately, the impact of higher heating bills on sales is going to be felt.»
«Most of my clients are conservative investors who are looking for low volatility and tax-advantaged investing.»
«The bottom line was the impact on my clients' pockets.»
«Higher energy prices, new fears of terrorism, some profit taking after the previous rally -- all of that is why we've come back from the late January, early February levels.»
«This is a healthy correction, not the end of the bull market.»
«And unfortunately, this group probably has more digestion ahead of it.»
«What concerns me is that the weakness in equity markets predates the war. The travel industry is having major problems, natural gas prices remain stubbornly higher and earnings growth has been very sporadic, ... The war is going to be a much longer and more involved process than people think. We are going to be under the gun, even when the conflict itself is over. If we don't see a dramatic recovery in earnings and a drop in oil once the conflict ends, these rallies that we have now won't be meaningful.»