There is so much bad news priced into the stock ... and sentiment is so poor, that we believe the disappointing near-term results will be discounted in anticipation of improvements from new management.
David Strasser
Related There is clearly a shift in sentiment. The market had already priced in too much bad news. MIKE MCGLONE The bottom line is that, despite some longer-term issues, we think weak industry sentiment combined ... BENJAMIN SCHACHTER While we don't expect management to partake in major near-term restructuring, we believe the idea pr... JEFFREY BERNSTEIN We believe this sentiment will continue to serve as an overhang on the sector in the near term. ELISE WANG At this point in the demand picture, we believe that the environment may get worse before it gets be... HANS MOSESMANN Stocks have priced in a lot of good news right now and you're seeing that in effect. Good news is ba... PETER GREEN Although Cisco's lowered stock price may be seductive to investors, we believe that there is still n... PAUL JOHNSON While executive management transitions bring new risks, and timing of the announcement is a bit surp... ERIC COLDWELL People who pretend to be your friend lead you up a garden path by saying everything that you want to... GARY F EVANS... The idea is to believe me... but as far as I see the world... to believe is a sin... to trust me one... DEYTH BANGER I think offshore investors would be looking at the Australian telecommunications market and seeing a... ATUL LELE Near term direction will be determined by flows from Mutual Funds and corporate results. I expect st... ASHU KAKKAR Sentiment is weak as shares continue to consolidate February gains. The trend will be somewhat like ... JACKSON WONG There will be good and bad results as the impact of the weak dollar has been priced in in some stock... ADRIAN DARLEY We think there could be positive pipeline news over the near term. HERMAN SAFTLAS The telecoms news was disappointing. We do not have any hopes for that sector in the near term, but ... GRAHAM SECKER Here is one fact 1 minute to finish the class, 1 day to die, one day behind that fact, one day in th... DEYTH BANGER Even though that is three years away, we believe that the net present value for such a revenue strea... KATHERINE STYPONIAS Empathy is the new measurement of everything. It doesn't matter what religion you have, what God you... C. JOYBELL C. In the near-term, there are economic concerns but overall we see continued improvements in the globa... FREDERICK SMITH We continue to believe valuation is stretched at current levels, but with numbers moving up we expec... JOSEPH ALTOBELLO Whatever is transpiring in the market, especially this week, is against the backdrop of extra negati... WILLIAM SULLIVAN In the near term, this is not good news MICHAEL DELL We do not see a significant positive catalyst in the near term, so we think the shares are likely to... GREGORY SMITH Business grows in abundance when there is so much anticipation, passion and excitement in the job ETC WANYANWU We think the prior management has been so incompetent that bringing in competent management has the ... GARY ROBINSON This will be targeted at protecting the stock if there is a sell off by current owners. This is not ... EDWARD WOLFE I believe that there is a Matrix and... to be more accurate I am in the Pornography Matrix. DEYTH BANGER So in the short term it might put pressure on management. But in the long term, it creates a lot of ... DENNIS COLLINS We believe that it will put pressure on the share price in the near term. ERIC DE GRAAF The way the bad news from Deutsche has been handled by the market shows we're not in bad shape right... LEX WERKHEIM With a new management team in place, the review process will likely lead to more conservative revenu... MICHAEL CHING Overall the sentiment in the metals is still very bullish and it is hard to see this changing in the... WILLIAM ADAMS Sentiment is quite positive for the dollar. We are breaking levels so short term there is momentum. ... BILAL HAFEEZ Next week we really kick that (warnings) season off. There's going to be more Gateways out there, an... ART HOGAN The market is paying a premium for Siemens, and that premium is being justified on near-term expecta... LISA RANDALL We believe poor recent results and management changes are leading to internal rethinking of [Wal-Mar... GARY BALTER We believe poor recent results and management changes are leading to internal rethinking of [Wal-Mar... GARY BALTER There is clearly a lot of anti-American sentiment in Pakistan, less so in Afghanistan, but I think t... PETER BERGEN I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ... KELLY JONES The good news is that the recovery's in sight. The bad news is that there's a lot of uncertainty abo... CHUCK HILL No two ways about it, the July report is bad news. We will have the highest (jobless) rate in the co... PATRICK ANDERSON Time is so important.'so spend time doing something that you love.' make the most of it and Let the ... NAPZ CHERUB PELLAZO If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be u... YOUSSEF SQUALI Without fresh good news on the U.S., the current account worries come back to the fore so people wor... LEE FERRIDGE Stock selection will be a fundamental strategy to guarantee profitability of the portfolios. There w... ANDRE CASTRO We've got some decent data points to work through over the rest of the week. The new home sales, ini... BRYAN PISKOROWSKI The bad news for these parents is that stock markets rose sharply over the year, so their children h... JASON HOLLANDS Ulster will be a much tougher side than Connacht so we will be looking for big improvements. DAVID YOUNG The market seems to be less prone to panic when there's an earnings warning, ... There's the idea ou... MIKE YOUNG It is disappointing that there is so much posturing taking place. It would be wrong for management t... CHARLES BOFFERDING I am heartily rejoiced that my term is so near its close. I will soon cease to be a servant and will... JAMES K. POLK We believe these are strong results from BT and that they should be well received by the market... t... CHRIS ALLIOTT We got outplayed from start to finish in every aspect of the game. It's disappointing. I've never se... ZACH ODELL No bad news is good news. These are reasonably solid results for a company that's had bad news in th... CHAD HERSH So it is a big accomplishment of the Armed Forces and we hope there will be follow-up operations tha... GENEROSO SENGA We expect further improvements throughout the year, especially in the second half, when initial resu... HERBERT HAINER There's a new management team in place that has a much better logistics operation and logistics mana... BILL CRAWFORD In the near term, the news is positive. It shows the company is doing a better job of forecasting an... KURT KING There is the story of a pastor who got up one Sunday and announced to his congregation: "I have good... UNKNOWN The results are good but the expectations for the bank meeting the return on equity target have been... NICK SLOANE The forecasts for the second-half of the year for the most part seem to support a recovery, but to s... DOUGLAS ALTABEF I believe that we now have a management team that will deliver stability, results and exciting footb... RUPERT LOWE We've also been looking into some new, innovative financing tools. We realize since there is no fund... JOE BRAND There is so much natural bloom (juvenile oyster stock) in the water, ... We try to optimize the cult... ROGER WILLIAMS A stock that's seen a lot of bad news is First Union, ... Here is a great stock with depressed earni... DAVID OTTO We take note of the statements from BA and American Airlines and we will be looking into what this w... BART KOSTER We believe the shares of Numerical Technologies have been significantly oversold in the recent weeks... ERIC CHEN We may claim to believe in God, but we don't want to believe so much that it makes us different. CRAIG GROESCHEL These mods made significant improvements to the cars – enough so that I changed my mind (another p... CHRISTINA ENGELA There is some old housing stock in the Coeburn area that really needs attention, so that is probably... PAUL KUCZKO While we expected conservative guidance, this is considerably lighter than what the Street was looki... ADRIANNE SHAPIRA The market may be overreacting to stock news that really isn't so terrible. For some reason, Home De... DONALD SELKIN There's a lack of catalysts today, and so we're trending downward. I think the market has discounted... DOUG SANDLER A lot of people had bought into or held onto the stock in anticipation of the offer, so now they are... CELSO SENISE The truth is, we know so little about life, we don't really know what the good news is and what the ... KURT VONNEGUT The Quest is a competitive minivan that's sensibly priced. Reliability has been poor, but crash-test... CONSUMER REPORTS We really needed this new school building. The old one has gotten into bad shape and it's to the poi... JAMES MCLEAN What's happening today is very telling of where the market is right now. Typically, when there is ne... PETER GREEN If after the report on Wednesday investors believe that FedEx will be able to post double-digit (ear... ED WOLFE There is not much research on this issue, so we?re hopeful about the results. MAX KURZ It's a positive move for the stock in the long term because it means more institutional investors ca... DICK WEI China Telecom reflects market sentiment, ... A lot of foreign brokerages have issued pessimistic out... HERBERT LAU We're basically pretty quiet, so I think there might be some anticipation that some others will foll... TODD CLARK We believe we are in a period of new demand for products made from the corn wet milling starch strea... BRIAN PETERSON I believe that this investigation is ongoing and continuing and it's far from over. And so we wait p... DAVID GOROSH If we develop our own, it will probably be our dollars. If we turn to the authority, there will be s... JOHN ZIMMERMAN While we are certainly impressed, we believe most of the good news is already in the stock, and are ... ERIC ROSS The poor ratings on the TV show equated in my mind to the fact that management of Martha Stewart Liv... SCOTT ROTHBORT It's time to take action - to put into practice a new approach that focuses on results and measurabl... BOB RILEY Much of gold's recent rally has been supported by positive investor sentiment in light of rising oil... BARCLAYS CAPITAL It doesn't look like there will be any disruption in the near term. Iran relies on the money the oil... JOSEPH ALLMAN The battle is not physical, it is spiritual and your mind is the battleground. Keep your mind pure a... JEANETTE CORON The good news is that the bad news can be turned into good news when you
change your attitude. ROBERT H. SCHULLER We believe this success is a direct consequence of companies' improved management of the M&A process... MARCO BOSCHETTI When you see a stock trading up on bad news ? or at least holding steady ? it leads me to believe th... BENJAMIN BOLLIN The yen is a yardstick for sentiment. We think that Japan is having a bad situation, so you sell Jap... MARC DESMIDT There is growing distrust we see from the investing public. There is a responsibility of the New Yor... LEON PANETTA The challenge has been for a developer to enter into a semi-profitable venture. It is hard to do it ... JOSEPH W. BRADY The new fiscal year started so there is new money flowing into the market in the form of new investm... HIROKAZA YUIHAMA
More David Strasser
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LARRY DAVID Mathematics knows no races or geographic boundaries; for mathematics, the cultural world is one coun... DAVID HILBERT Every spring, this country will be reminded of the Lady from Texas. As trees bloom and flowers carpe... DAVID MIXNER If you're a reporter, the easiest thing in the world is to get a story. The hardest thing is to ... DAVID HALBERSTAM I'm a good person, I hope. But I'm never as good as I want to be, never as nice as I want to... DAVID TENNANT I checked out all types of tobacco trying to find one that would be easiest to live with, I ended up... DAVID STRATHAIRN A poet could write volumes about diners, because they're so beautiful. They're brightly lit,... DAVID LYNCH Smoking calms me down. It's enjoyable. I don't want politicians deciding what is exciting in... DAVID HOCKNEY It is not contrary to reason to prefer the destruction of the whole world to the scratching of my fi... DAVID HUME Lion sounds that have not grown from the mouse may exude naked power... but cannot convey any wisdom... DAVID WHYTE The rules of morality are not the conclusion of our reason. DAVID HUME Mathematics is a game played according to certain simple rules with meaningless marks on paper. DAVID HILBERT But Dr. Smith says, and I believe it to be a true state of the case, that he himself gave a course o... DAVID RITTENHOUSE I played hockey in the winter, and then I would play golf in the summer. But I always knew I'd b... DAVID HEARN Enjoyment of the landscape is a thrill. DAVID HOCKNEY Through the years I've been getting better and better and better, and it's what you learn th... DAVID ORTIZ 'The Sopranos' is filled with really retrograde humor. Bathroom humor, falls, stupid puns, b... DAVID CHASE I am more weary of life, I think, than ever I was. DAVID BRAINERD The important thing is for the characters to feel real, and to be given the humanity they are due. T... DAVID LEVITHAN You can't take a knife on a plane anymore, but you can get on carrying a virus. DAVID QUAMMEN Trying on pants is one of the most humiliating things a man can suffer that doesn't involve a wo... LARRY DAVID When I was living in New York and didn't have a penny to my name, I would walk around the street... LARRY DAVID I'm a walking, talking enigma. LARRY DAVID I think we're all good and bad, but good's not funny. Bad is funny. Suppress the good and le... LARRY DAVID I'm a walking, talking enigma. We're a dying breed. LARRY DAVID When I was living in New York, there was a lot of screaming in my life. I would just get into these ... LARRY DAVID