John Eade Quotes (13 Quotes)

We've been waiting for something to happen in the management ranks in order for them to change their strategy.

Right now investors are paying for earnings growth and they are unwilling to pay almost anything if you don't deliver earnings growth, ... Tenet is up near all-time highs. Maybe you don't pursue that as aggressively as, say, a Costco, which is maybe off 20, 25 percent from its highs. But the focus is on the earnings growth here.

It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past.

There's so much concern going on in the interest rate arena right now with a white-hot economy and fears of inflation starting to pick up again. The Fed wants to make sure inflation stays low.

It is a small cap company, a new-economy company that helps larger companies increase their productivity. Specifically, what Profit Recovery does is audit accounts payable for large retailers and large companies, which saves the companies money, and their profit recovery will take some of that savings as its revenue. It's moving into the Internet space to audit online transactions. It's trading at about 30. We've got a target of 50 on this company.

We're seeing quite a bit of optimism in stocks, ... I think pretty soon we're going to see some profit taking.

I think investors should be ready to buy on the dips, particularly in long-term focus areas like technology or health care.

They've got a database of images and they sell it to newspapers, magazines, ad agencies and it's a lot cheaper for these outfits now to license an image from Getty than to hire a photographer to go out and take the image, ... So it's a money saver right now. But as the business evolves, it's building a dominant position, name and distribution strategy and we think it can very much control this market.

Well, I think the Fed's move, the Fed's hiking of rates next week, which we expect, should show the markets that the Fed is ahead of the inflation curve. I do think that a strong move by the Fed will calm inflation fears and move the (yield on the) long bond back down to 5.88 percent or 5.9 percent.

And then you have America Online ( AOL ), which is down more than 30 percent. Obviously the Internet is here to stay, and that's the leading brand on the Web. So I think AOL is a good buy here, too.

We are bullish on the market, ... You mentioned...that we've upgraded some target prices on technology shares, but we're also trying to focus on the value areas of the market, too, because a lot of excellent companies delivering double-digit earnings growth are trading at below-market multiples, and we think are good values here.

You've got a lot of money on the sidelines that wants to get into the stock market. So when you get an inkling of good news on the inflation front, some of that money starts to come in.

The Fed is moving to the sidelines, 50 percent of the regional banks businesses as a rule are still related to the direction of interest rates. We think interest rates are headed lower. Capital markets remain very active. Fleet is in that business. They have an investment banking division, too, now. So the shares are quite cheap at about 13, 14 times earnings.