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Seems like Tokyo stocks hit the short-term bottom on Monday. Now investors are comfortable about buy...
KENICHI AZUMA Stock markets can still rise. Earnings are still growing. Investors shouldn't be worried about sligh...
GUENTHER GERSTENBERGER I think investors were too optimistic about an earnings recovery in the first quarter.
BERNADETTE MURPHY![]()
The short-term folks that are worried about earnings are providing us long-term investors some great...
SHAWN JOHNSON Investors are becoming bullish on the sales outlook for electronics industries. Retailers may contin...
ATSUSHI OSA There were signs many institutional investors sold off their tech stocks given uncertainty about the...
MORRIS CHEN Investors' strategy is really simple --- buying earnings winners.
HIROYUKI FUKUNAGA I am bullish on corporate earnings given firm demand for goods.
AKIO YOSHINO The economy is growing at a reduced but healthier pace. We don't anticipate any inflation problems, ...
AL GOLDMAN![]()
The market typically leads earnings rebound by about six months. Maybe market participants are expec...
JOHN DAVIDSON There is reasonable optimism still in investors' minds. We are still seeing good support coming thro...
ALEX SCOTT Investors are back to looking at the economy, corporate earnings, and unfortunately the continued sa...
ALAN ACKERMAN There is still evidence that analyst forecasts of corporate earnings were still too high considering...
GARETH EVANS Unfortunately, earnings growth expectations are still too high. We continue to learn about that.
MARSHALL ACUFF There's not much buying interest in the market, as investors are worried that more companies with po...
GRACE LIN Earnings season has become a very volatile period, and investors are now much more sensitive to miss...
ERIC BARDEN We have a bunch of good news today. First, foreign investors took a cue from strong earnings here an...
KAZUHIRO TAKAHASHI We're going to see no enormous change in trend. Ahead of the upcoming [earnings] reporting season, t...
GEORGE HODGSON My sense is that an earnings recovery is further away than expected and there is no immediate cataly...
ALAN ACKERMAN The survey shows corporate earnings are very healthy.
SEIJI ADACHI I haven't heard any compelling stories to say that this is anything more than bargain hunting. We're...
CHARLES CRANE The rise was obviously too much, too fast. Some weak earnings which came out yesterday gave a good e...
HIDEYUKI OOKOSHI Fourth-quarter earnings per share were about in line with consensus. Given strong results throughout...
MYLES WALTON Inventory levels for steel products are now getting high and suppliers are facing falling prices. Th...
KATSUNORI HIRAI It has been hammered on an earnings warnings very recently, but their long-term earnings are very mu...
CISCO SYSTEMS There's this spider's web of corporate earnings. Companies are making the bottom line, but the outlo...
LIAM DALTON In the current market, high techs are not exactly the target of investors' buying interest. Under th...
MITSUSHIGE AKINO The emphasis is now more on corporate earnings,
GARETH WILLIAMS The equity market is still undecided about the overall trend of stocks. All in all the earnings so f...
TOM HOUGAARD![]()
The stock might come under pressure because the 'whisper number' for earnings per share was higher, ...
IMRAN KHAN We know Katrina had a negative impact on earnings, ... They (investors) are looking more forward tha...
MICHAEL CARTY Accounting does not make corporate earnings or balance sheets more volatile. Accounting just increas...
DIANE GARNICK In summary, while it is still early in the quarter, if these trends continue, combined with the anti...
BRUCE NELSON I assume the rally in semiconductors is over and we'll see more weakness. This is (corporate earning...
DON HAYS There are two key challenges to the U.S. market: one is Fed policy -- and it's still our concern tha...
GARY DUGAN It looks like the market is having difficulty finding a resting place... given this Middle East situ...
TATSUHIKO TAKURA DaimlerChrysler made significant progress in 2005. But our earnings are still not where we want them...
DIETER ZETSCHE The type of investors who own this stock are not looking at it saying, 'I'm willing to pay 80 times ...
ETHAN MCAFEE We're still running with oil stocks. They still are being supported. They haven't become much more e...
LUCY MACDONALD If we look at 2006, the expectation is identical to the start of 2005. People are talking about a sl...
EDWARD MENASHY Growth going forward is becoming the big issue for stock investors. Things are still OK on the earni...
OWEN FITZPATRICK I think we still need to see more before I'm convinced we turned the corner. This earnings season wa...
PETER COOLIDGE The report is the latest sign that consumer confidence has been trending down, ... It adds to worrie...
PETER BOOCKVAR The report is the latest sign that consumer confidence has been trending down. It adds to worries in...
PETER BOOCKVAR It's not that tech earnings are specifically weak, but some investors just got a little ahead of the...
BILL KORNITZER Obviously, the Alcoa earnings did weigh very heavily on the Dow ... and there is an overwhelming fee...
JENNIFER WILLIAMS The persistency of earnings and revenue growth is what attracts investors.
DENNIS NIELSEN External factors are out of the market's focus. Investors are now only interested in individual comp...
SUSUMU ABE I don't think there's a tremendous overreaction here, even if the investors who are selling in lieu ...
GLENN STEWART We continue to see bias to the buying side, but it's less drastic than yesterday. We're in a wait-an...
HEDI REYNOLDS I think we're still in a tough period for corporate earnings. And the downward revisions [for second...
CHUCK HILL We think the sell-off that we saw in Albertson's was excessive just given the sell-off, the stock to...
ASMA USMANI While it is difficult to anticipate unanticipated events, investors could become increasingly concer...
SAM STOVALL Investors are waiting for earnings releases, the peak of which will come next week.
TSUYOSHI SEGAWA I've become more bullish on technology stocks. Earnings will probably be better than market consensu...
KOJI NAKATSUKA You'll see most of the corporate earnings out of the way,
DON HAYS Investors' expectations of steelmakers' earnings are high. Steel producers may lead the market this ...
KENICHI AZUMA It's a little premature for a downgrade like this when the industry is about to report earnings that...
RUCHI MADAN![]()
When earnings are great, everybody knows about it, so what's the discount?
BARRY RITHOLTZ I think what we've seen over the last couple of months is an investor shift from being concerned abo...
JOHN ZIMMERMAN We're not overly concerned about the U.S.-related shares. There's enough earnings growth and valuati...
BRIAN INGHAM![]()
Rising interest rates are considered bad for stocks because they raise the cost of doing business an...
ALEX BERENSON Strong corporate earnings are fuelling capital spending and spilling over to the household sector, s...
SEIJI ADACHI Apple's results are going to put a damper on stocks this morning. Investors are worried that it may ...
GIRI CHERUKURI That's making the 60 cents (a share earnings) look a lot softer. We're not too concerned about it. B...
ED GROSHANS The rally is justified. The economy continues to be strong enough to keep corporate earnings growth ...
ERIC THORNE Analysts' forecasts for earnings I think are still a little too high. They are expecting 8-percent e...
ED KEON I think investors are looking to buy stable companies ... companies that have consistent, reliable e...
KEN MASUDA With a slowing economy and weakening corporate earnings, our clients are facing the most challenging...
DAVID POTTRUCK Earnings are in good shape, but the outlook is cloudy.
JUERGEN LUKASSER Dell is a company that I think may have some value here but as its earnings growth comes down I thin...
WALTER WINNITZKI We are pleased with our results in a challenging 2005, even though the 4% improvement in diluted ear...
DAVID HOOVER You have probably been hearing about how well they've done as far as integration goes, how steady an...
DIANA YATES Certainly we would like to see the stock perform better, ... I think it's up to management to do a b...
ROBERT PALMER Investors are confident, and there's a reallocation of assets in favor of stocks. Earnings have been...
MATTHIEU GIULIANI Earnings have been better than expected. Investors are confident and there's a reallocation of asset...
MATTHIEU GIULIANI I've become more bullish on technology stocks. The technology sector is picking up and earnings will...
KOJI NAKATSUKA Investors are shifting their money to shares of companies that have positive earnings outlooks this ...
CHOI MIN JAI The economy is strong enough to keep corporate earnings growing, but not so strong that inflation wi...
ERIC THORNE The market is now focusing back on earnings. We're almost through the earnings season, but it's disa...
PETER CHANDLER One thing that we're still concerned over is the slowing earnings growth on a year-over-year basis. ...
BRYAN PISKOROWSKI Earnings have been good, but what you're starting to see is a return to the attitude about earnings ...
DOUGLAS ALTABEF Automakers are still cheap relative to their earnings outlook.
HIDEO ARIMURA![]()
Don't be too timid and squeamish about your actions. All life is an experiment.
RALPH WALDO EMERSON When all is said and done, third-quarter earnings will probably be good and fourth-quarter forecasts...
JAMES AWAD We still missed too many. They went to the Y today and shot foul shots, about half of them. It was a...
BOB BLAKE The economic growth prospects is what is exciting people because this is what will flow to corporate...
DEEPAK LALWANI I do think it's clear that people are starting to focus on earnings and when people are going to sta...
DALTON CHANDLER Further improvement in earnings and additional declines in the unemployment rate is likely to boost ...
JOSEPH ABATE It's continued fallout from Boeing's earnings release and comments coming out of the conference call...
CHRISTOPHER MECRAY With the economy in a slump and corporate earnings continuing to deteriorate, this pressure is unlik...
MAMORU YAMAZAKI Properties were weak as investors were concerned that further rate hikes will affect earnings of dev...
CONITA HUNG We maintain a bullish view, however predicated on indications that the fourth quarter is tracking in...
YOUSSEF SQUALI The reporting earnings season is bringing increasingly more positive than negative surprises.
CHARLES DAUTRESME It is harder to find value. But if the earnings season ends up showing that profitability remains su...
CRAIG JAMES Overall, the positive earnings surprise will be well received by investors, but the outlook for the ...
JEFF STINSON You're seeing a return to traditional measures of value as investors become more focused on things l...
EDWARD JONES U.S. markets are starting to worry about the earnings of multinational companies in the face of the ...
ALEX WONG Earnings still look good and overall economic growth is still moving in the right direction.
GUY STERN We're going to see volatile markets for the next little while with all this uncertainty regarding ea...
GORDON HIGGINS
KENICHI AZUMA Stock markets can still rise. Earnings are still growing. Investors shouldn't be worried about sligh...
GUENTHER GERSTENBERGER I think investors were too optimistic about an earnings recovery in the first quarter.
BERNADETTE MURPHY
The short-term folks that are worried about earnings are providing us long-term investors some great... SHAWN JOHNSON Investors are becoming bullish on the sales outlook for electronics industries. Retailers may contin...
ATSUSHI OSA There were signs many institutional investors sold off their tech stocks given uncertainty about the...
MORRIS CHEN Investors' strategy is really simple --- buying earnings winners.
HIROYUKI FUKUNAGA I am bullish on corporate earnings given firm demand for goods.
AKIO YOSHINO The economy is growing at a reduced but healthier pace. We don't anticipate any inflation problems, ...
AL GOLDMAN
The market typically leads earnings rebound by about six months. Maybe market participants are expec... JOHN DAVIDSON There is reasonable optimism still in investors' minds. We are still seeing good support coming thro...
ALEX SCOTT Investors are back to looking at the economy, corporate earnings, and unfortunately the continued sa...
ALAN ACKERMAN There is still evidence that analyst forecasts of corporate earnings were still too high considering...
GARETH EVANS Unfortunately, earnings growth expectations are still too high. We continue to learn about that.
MARSHALL ACUFF There's not much buying interest in the market, as investors are worried that more companies with po...
GRACE LIN Earnings season has become a very volatile period, and investors are now much more sensitive to miss...
ERIC BARDEN We have a bunch of good news today. First, foreign investors took a cue from strong earnings here an...
KAZUHIRO TAKAHASHI We're going to see no enormous change in trend. Ahead of the upcoming [earnings] reporting season, t...
GEORGE HODGSON My sense is that an earnings recovery is further away than expected and there is no immediate cataly...
ALAN ACKERMAN The survey shows corporate earnings are very healthy.
SEIJI ADACHI I haven't heard any compelling stories to say that this is anything more than bargain hunting. We're...
CHARLES CRANE The rise was obviously too much, too fast. Some weak earnings which came out yesterday gave a good e...
HIDEYUKI OOKOSHI Fourth-quarter earnings per share were about in line with consensus. Given strong results throughout...
MYLES WALTON Inventory levels for steel products are now getting high and suppliers are facing falling prices. Th...
KATSUNORI HIRAI It has been hammered on an earnings warnings very recently, but their long-term earnings are very mu...
CISCO SYSTEMS There's this spider's web of corporate earnings. Companies are making the bottom line, but the outlo...
LIAM DALTON In the current market, high techs are not exactly the target of investors' buying interest. Under th...
MITSUSHIGE AKINO The emphasis is now more on corporate earnings,
GARETH WILLIAMS The equity market is still undecided about the overall trend of stocks. All in all the earnings so f...
TOM HOUGAARD
The stock might come under pressure because the 'whisper number' for earnings per share was higher, ... IMRAN KHAN We know Katrina had a negative impact on earnings, ... They (investors) are looking more forward tha...
MICHAEL CARTY Accounting does not make corporate earnings or balance sheets more volatile. Accounting just increas...
DIANE GARNICK In summary, while it is still early in the quarter, if these trends continue, combined with the anti...
BRUCE NELSON I assume the rally in semiconductors is over and we'll see more weakness. This is (corporate earning...
DON HAYS There are two key challenges to the U.S. market: one is Fed policy -- and it's still our concern tha...
GARY DUGAN It looks like the market is having difficulty finding a resting place... given this Middle East situ...
TATSUHIKO TAKURA DaimlerChrysler made significant progress in 2005. But our earnings are still not where we want them...
DIETER ZETSCHE The type of investors who own this stock are not looking at it saying, 'I'm willing to pay 80 times ...
ETHAN MCAFEE We're still running with oil stocks. They still are being supported. They haven't become much more e...
LUCY MACDONALD If we look at 2006, the expectation is identical to the start of 2005. People are talking about a sl...
EDWARD MENASHY Growth going forward is becoming the big issue for stock investors. Things are still OK on the earni...
OWEN FITZPATRICK I think we still need to see more before I'm convinced we turned the corner. This earnings season wa...
PETER COOLIDGE The report is the latest sign that consumer confidence has been trending down, ... It adds to worrie...
PETER BOOCKVAR The report is the latest sign that consumer confidence has been trending down. It adds to worries in...
PETER BOOCKVAR It's not that tech earnings are specifically weak, but some investors just got a little ahead of the...
BILL KORNITZER Obviously, the Alcoa earnings did weigh very heavily on the Dow ... and there is an overwhelming fee...
JENNIFER WILLIAMS The persistency of earnings and revenue growth is what attracts investors.
DENNIS NIELSEN External factors are out of the market's focus. Investors are now only interested in individual comp...
SUSUMU ABE I don't think there's a tremendous overreaction here, even if the investors who are selling in lieu ...
GLENN STEWART We continue to see bias to the buying side, but it's less drastic than yesterday. We're in a wait-an...
HEDI REYNOLDS I think we're still in a tough period for corporate earnings. And the downward revisions [for second...
CHUCK HILL We think the sell-off that we saw in Albertson's was excessive just given the sell-off, the stock to...
ASMA USMANI While it is difficult to anticipate unanticipated events, investors could become increasingly concer...
SAM STOVALL Investors are waiting for earnings releases, the peak of which will come next week.
TSUYOSHI SEGAWA I've become more bullish on technology stocks. Earnings will probably be better than market consensu...
KOJI NAKATSUKA You'll see most of the corporate earnings out of the way,
DON HAYS Investors' expectations of steelmakers' earnings are high. Steel producers may lead the market this ...
KENICHI AZUMA It's a little premature for a downgrade like this when the industry is about to report earnings that...
RUCHI MADAN
When earnings are great, everybody knows about it, so what's the discount? BARRY RITHOLTZ I think what we've seen over the last couple of months is an investor shift from being concerned abo...
JOHN ZIMMERMAN We're not overly concerned about the U.S.-related shares. There's enough earnings growth and valuati...
BRIAN INGHAM
Rising interest rates are considered bad for stocks because they raise the cost of doing business an... ALEX BERENSON Strong corporate earnings are fuelling capital spending and spilling over to the household sector, s...
SEIJI ADACHI Apple's results are going to put a damper on stocks this morning. Investors are worried that it may ...
GIRI CHERUKURI That's making the 60 cents (a share earnings) look a lot softer. We're not too concerned about it. B...
ED GROSHANS The rally is justified. The economy continues to be strong enough to keep corporate earnings growth ...
ERIC THORNE Analysts' forecasts for earnings I think are still a little too high. They are expecting 8-percent e...
ED KEON I think investors are looking to buy stable companies ... companies that have consistent, reliable e...
KEN MASUDA With a slowing economy and weakening corporate earnings, our clients are facing the most challenging...
DAVID POTTRUCK Earnings are in good shape, but the outlook is cloudy.
JUERGEN LUKASSER Dell is a company that I think may have some value here but as its earnings growth comes down I thin...
WALTER WINNITZKI We are pleased with our results in a challenging 2005, even though the 4% improvement in diluted ear...
DAVID HOOVER You have probably been hearing about how well they've done as far as integration goes, how steady an...
DIANA YATES Certainly we would like to see the stock perform better, ... I think it's up to management to do a b...
ROBERT PALMER Investors are confident, and there's a reallocation of assets in favor of stocks. Earnings have been...
MATTHIEU GIULIANI Earnings have been better than expected. Investors are confident and there's a reallocation of asset...
MATTHIEU GIULIANI I've become more bullish on technology stocks. The technology sector is picking up and earnings will...
KOJI NAKATSUKA Investors are shifting their money to shares of companies that have positive earnings outlooks this ...
CHOI MIN JAI The economy is strong enough to keep corporate earnings growing, but not so strong that inflation wi...
ERIC THORNE The market is now focusing back on earnings. We're almost through the earnings season, but it's disa...
PETER CHANDLER One thing that we're still concerned over is the slowing earnings growth on a year-over-year basis. ...
BRYAN PISKOROWSKI Earnings have been good, but what you're starting to see is a return to the attitude about earnings ...
DOUGLAS ALTABEF Automakers are still cheap relative to their earnings outlook.
HIDEO ARIMURA
Don't be too timid and squeamish about your actions. All life is an experiment. RALPH WALDO EMERSON When all is said and done, third-quarter earnings will probably be good and fourth-quarter forecasts...
JAMES AWAD We still missed too many. They went to the Y today and shot foul shots, about half of them. It was a...
BOB BLAKE The economic growth prospects is what is exciting people because this is what will flow to corporate...
DEEPAK LALWANI I do think it's clear that people are starting to focus on earnings and when people are going to sta...
DALTON CHANDLER Further improvement in earnings and additional declines in the unemployment rate is likely to boost ...
JOSEPH ABATE It's continued fallout from Boeing's earnings release and comments coming out of the conference call...
CHRISTOPHER MECRAY With the economy in a slump and corporate earnings continuing to deteriorate, this pressure is unlik...
MAMORU YAMAZAKI Properties were weak as investors were concerned that further rate hikes will affect earnings of dev...
CONITA HUNG We maintain a bullish view, however predicated on indications that the fourth quarter is tracking in...
YOUSSEF SQUALI The reporting earnings season is bringing increasingly more positive than negative surprises.
CHARLES DAUTRESME It is harder to find value. But if the earnings season ends up showing that profitability remains su...
CRAIG JAMES Overall, the positive earnings surprise will be well received by investors, but the outlook for the ...
JEFF STINSON You're seeing a return to traditional measures of value as investors become more focused on things l...
EDWARD JONES U.S. markets are starting to worry about the earnings of multinational companies in the face of the ...
ALEX WONG Earnings still look good and overall economic growth is still moving in the right direction.
GUY STERN We're going to see volatile markets for the next little while with all this uncertainty regarding ea...
GORDON HIGGINS
