Earnings have been pretty good so far. What surprises me are the increases in dividends and the positive outlooks.
More Quotes from Andrea Williams:
AOL ( AOL ), ... is one of our top picks right now. We think there are two issues that have clouded this story. One was Internet access pricing models and the threat of Microsoft. The other was the cable modem issue. We think when they report their third quarter this September, we'll see indications that investors do not need to be concerned about the pricing issue. And that is going to be continued positive news for AOL stock.Andrea Williams
There is some anticipation ahead of Bush's speech as his planned tax cuts should help the U. S. consumer, but much of the package has already been leaked.
Andrea Williams
The last thing the market needs, ... is another 250 public Internet companies. I think this is the biggest threat to Internet valuations.
Andrea Williams
European companies have a lot of cash on their balance sheets, so it's good to see them making deals to grow. Earnings have been very good. Rising rates won't derail any of the economic growth we're seeing.
Andrea Williams
We've got our weighting back to neutral but we're reluctant to go underweight, we think conditions are still supportive for the stocks.
Andrea Williams
Establishing healthy lifestyle habits is especially important for African American women, who are two to four times more likely than Caucasian women to develop type 2 diabetes. It is crucial that these women -- who are often gatekeepers for their families' health as well as their own -- empower one another to maintain habits that are known to prevent or delay the onset of this devastating disease.
Andrea Williams
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