FastSaying

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.


Morris Chen

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There were signs both local and foreign institutional investors actively chased up these two stocks.
JEFFREY CHENG Now people are starting to focus their attention on next year's earnings and year-end earnings on th...
BOB DICKEY After the tech bubble burst, many Canadian investors were afraid of stocks; bonds were anemic. And p...
LEWIS JOHNSON Gains for U.S. stocks should give us a solid floor today, but we'll see sparse participation from in...
MASAYOSHI OKAMOTO A correction was inevitable given the market is facing three clear near-term risks: weak first-quart...
JASON HWANG Fourth-quarter earnings per share were about in line with consensus. Given strong results throughout...
MYLES WALTON I think investors were too optimistic about an earnings recovery in the first quarter.
BERNADETTE MURPHY Investors are still bullish about an improvement in corporate earnings. But the upcoming earnings se...
YASUO YABE We're seeing some investors testing the tech waters, but the urge to sell after slight rises is extr...
YOSHIHISA OKAMOTO Investors are searching for sectors or groups that have not participated in the recent rally. Tech s...
MIKE DRISCOLL Samsung shares still have a huge upside potential, given the company's bright earnings outlook, ... ...
LEE YOUNG The market is becoming very nervous about the earnings outlook for the tech sector after a string of...
NORIHIRO FUJITO The possibility of rising interest rates worries investors. For many companies there is a direct eff...
FELIX LANTERS What we have been seeing today and yesterday is a rather normal correction after the nearly vertical...
KAZUNORI JINNAI Given the difficult global economy and the increasing uncertainty caused by the impending war in Ira...
JEFF HENLEY It's not that investors were relieved by the results, which were uniformly bad. It is simply a rebou...
KATSUMI NISHIYAMA The equity market is still undecided about the overall trend of stocks. All in all the earnings so f...
TOM HOUGAARD I still prefer technology stocks. The tech sector is still the place were the earnings momentum is.
COURTNEY SMITH All three major tech stocks that reported after the bell yesterday beat estimates and raised guidanc...
MICHAEL SHELDON Funds with a short-term strategy are moving around. But the lack of visibility in the outlook for Ja...
NOBUAKI KURISU Earnings were up 6 percent from the first quarter, making the second quarter of 2000 Alcoa's eighth ...
ALAIN BELDA There is this vague hope about the start of the new fiscal year ... I don't think institutional inve...
YOSHINORI NAGANO What's going to drive stock gains going forward is the earnings, and the current crop of earnings ma...
KEVIN CARON This exceptional third-quarter momentum, combined with our outlook for more modest earnings growth i...
BOB ULRICH People are hesitant to trade high-tech issues and are waiting for their earnings results.
HIROICHI NISHI The driving force for the market over coming weeks is going to be earnings -- what were the first qu...
JAMES AWAD The major trend in the market over the last couple of weeks has been uncertainty. Uncertainty about ...
FRANCIS GANNON Our advice to investors going into this period in time, ... is to look at the high-tech stocks which...
JENNIFER SMITH The rally in stocks is expected to move higher near term, given the weight of technical evidence and...
BRUCE BITTLES What's all the fuss about in terms of this third quarter earnings warning? By any standard, these ar...
HOWARD WHEELDON There was not enough enthusiasm about pushing the upside as too many investors were ready to pocket ...
ALVIN TENG Some investors were willing to take a chance and get back into the stock figuring it is significantl...
FELIX BONI China stocks are always risky. Many funds sold off the stocks after recent sharp gains, which drove ...
PETER LAI I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES Seems like Tokyo stocks hit the short-term bottom on Monday. Now investors are comfortable about buy...
KENICHI AZUMA The fourth-quarter results were in line with our December outlook and reflect the pervasive impact o...
ANDY BRYANT A positive outlook on the economy is boosting cyclical stocks today, and sectors like real estate ar...
KAZUNORI JINNAI Our forecast for a 2006 P/E ratio of about 19 is reasonable given the profit outlook. These are not ...
ALEXANDER YOUNG Tech stocks are on the sale rack. Unequivocally, investors are bargain-hunting.
DAVID SOWERBY Tobacco operating fundamentals sequentially strengthened from the first to the second quarter, and t...
DAVID ADELMAN Turnover remained healthy because some institutional investors chased after select laggard industria...
ALEX WONG There's a lot of uncertainty about the outlook. There are a lot of risks, mainly downside risks.
HENRY WILLMORE Sentiment amongst institutional investors is very poor. There's a lot of uncertainty surrounding the...
CHARLIE LANCHESTER People buy these stocks anticipating earnings surprises, so even though these are great earnings, th...
GLENN ENGEL U.S. employers are still void of the business confidence needed to increase their employment project...
JEFFREY JOERRES We're still three-to-four weeks away from second-quarter earnings reports and there's nothing really...
ALAN ACKERMAN While it is difficult to anticipate unanticipated events, investors could become increasingly concer...
SAM STOVALL The stocks that have the strong earnings are in tech but you're not getting any leadership in terms ...
GREG KUHN Overall, you can say the quarter was on the mark. The sales and earnings were about where they shoul...
BOB DJURDJEVIC Earnings have come in mixed and you have to pick your stocks carefully. The overall outlook for the ...
GEOFF LANGHAM The third quarter is going great and there is no change in our outlook from what we said at the end ...
MICHAEL DELL He now seems to be moderating his view on foreign investors generally. He has met with the La Paz an...
EDUARDO GAMARRA There's a sense of uncertainty in the market about the outlook of both the U.S. economy and interest...
HIDENORI KATO We believe second-quarter 2006 earnings per share over 40 cents could be considered a positive given...
BENJAMIN REITZES It's just 30 stocks, ... It is generally positive, but overall it doesn't change the position of ins...
GUS SAUTER I am pleased with the company's record second- quarter results, ... and that the outlook for the rem...
JOEL HOLLANDER Apple's results are going to put a damper on stocks this morning. Investors are worried that it may ...
GIRI CHERUKURI When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand...
ANDY NEFF When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand...
ANDY NEFF Properties were weak as investors were concerned that further rate hikes will affect earnings of dev...
CONITA HUNG Investors have started selling real estate stocks on speculation higher interest rates in Japan will...
TSUYOSHI SHIMIZU Yesterday was a pretty good up day, but we were well oversold, so we shouldn't probably get too exci...
LINDA DUESSEL If our outlook is correct, very rich valuations for the best tech stocks will persist, ... Maybe for...
JEFFREY APPLEGATE the expectation is there will be a fairly strong stream of earnings disappointments in the second qu...
ALAN ACKERMAN There's a bit of cash swilling around, but at the moment one gets the distinct impression that peopl...
TONY JACKSON Mexican stocks were hammered on the back of the sharp sell-off in U.S. markets. There was no two way...
FABIO GHEILERMAN Investors favor steel stocks due to attractive price-earnings ratios and high dividend yields.
YOSUKE SHIMIZU It's not that tech earnings are specifically weak, but some investors just got a little ahead of the...
BILL KORNITZER All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and consi...
GREGG MOSKOWITZ The market is in denial about earnings. The story about small caps is that the Russell has consisten...
CHUCK HILL I haven't heard any compelling stories to say that this is anything more than bargain hunting. We're...
CHARLES CRANE Some investors chose to lock in profits after most of the listed companies announced their first-qua...
DIANA WU We are extremely pleased with our strong second-quarter results. We are on track to achieve our fisc...
ORIN SMITH Earnings are a mixed bag, but it seem like tech stocks are starting to turn the corner.
DAVID BRIGGS The market continues to be uncertain about the underlying leadership after many years of being used ...
MARSHALL ACUFF H-share valuations are quite expensive and heavy profit taking will continue ahead of earnings annou...
ANTONY MAK There's no unilateral belief about tech stocks. People are confused and somewhat justifiably.
ARNIE BERMAN We got a little lax. For about four or five minutes there in the second quarter we were mentally out...
DAVE KERSCHBAUMER I don't think it adds any certainty to investors' uncertainty about the future.
BRETT GALLAGHER Overall, the positive earnings surprise will be well received by investors, but the outlook for the ...
JEFF STINSON 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 To allow all U.S. workers to put part of their earnings into private investment accounts would defin...
GRACE NAPOLITANO The correction has been triggered by large-scale selling by foreign institutional investors in secto...
DEEPAK SHAH Companies will start to see more and more of this fourth-quarter talk about energy and raw materials...
BARBARA MARCIN I'm not sure how much farther stocks can advance given the outlook for rates.
LIAM DALTON Technology stocks were bought as some news, like that about Toshiba today, surprised investors who w...
HIDEO ARIMURA Although we gained some momentum in the latter part of November, we remain cautious about the outloo...
HEIDI KUNZ The company reached its own forecasts for the first quarter 2006 and confirmed its outlook for the s...
JULIUS BAER Due to uncertainty over interest rates, along with the bull-run on the stock market, institutional i...
KATSUTOSHI INADOME Sure, earnings will be slower than they were in the fourth quarter, but margins can't expand forever...
EDWARD KEON Stocks do look well supported. (But) there are a large number of signals suggesting that markets hav...
ANDREW MILLIGAN It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
MITSUSHIGE AKINO We had a lot of bumpy reports in the second quarter and we shouldn't have. The economy and productio...
CHARLES CLOUGH Second-quarter sales results were significantly impacted by the greater- than-expected slowdown in t...
DAVID ORTON If a company has stable earnings quarter after quarter, ... and each quarter its earnings go up anot...
JASON ZWEIG Based on the latest batch of earnings, the outlook for technology stocks isn't looking rosy. We're s...
MASAYUKI ITO We think the sell-off that we saw in Albertson's was excessive just given the sell-off, the stock to...
ASMA USMANI Samsung can continue to generate profit growth and earnings this quarter will be positive. The outlo...
CHOI CHANG HOON Stocks are down slightly because investors are worried about two things,
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JONATHAN CHEN Democracy is a whole package of institutional course for arriving at political decisions. It encomp...
JONATHAN CHEN Democracy never guarantees the best to be elected. Democracy, as it is designed and when it is funct...
JONATHAN CHEN I have gradually come to a clear identification of the most essential qualities for personal being: ...
JONATHAN CHEN A child who is content for the peace he has at home is the real fortunate one compare to the child w...
JONATHAN CHEN A world where children are loved by strangers, by people in far away places, by soldiers of the enem...
JONATHAN CHEN Don't keep blaming the shoes. Maybe it's time to change the path.
JONATHAN CHEN When imagination is youthful, it propels creativity. Youthfulness in imagination has little to do wi...
JONATHAN CHEN Prejudice cannot be a sudden emergence. It is a results of a series conscious conditioning, tethered...
JONATHAN CHEN A bee gathers from the same type of sources a bug does. But a bee works the inner transformation wit...
JONATHAN CHEN Bigotry does not fear debate, because it does not follow logic or reasoning. Bigotry is thrilled whe...
JONATHAN CHEN