I think these companies (are) starting to get more interested in mainframes and security again, and for one-stop shopping, Computer Associates offers a little bit of all these things in one place, ... So, I think the earnings movement is just now coming back to this company.
More Quotes from Ron Hill:
We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run.Ron Hill
The whole thing with the government has not really weighed on this company at all, ... The company has continued to grow itself and sort of change its stripes from a ugly competitor to a more sort of new, friendlier Microsoft.
Ron Hill
Everything's playing into the idea that the stress in the economy is beginning to ease. The Fed will take that bias away from inflation and make their risk assessment more balanced between inflation and growth. I think in all of the major indexes the bottoms have sort of been made here in October, and now we're ready to advance. I don't think it's a huge advance...trends are definitely in the investors' favor.
Ron Hill
It's giving an encouraging sign that an economic turnaround is around the corner. Sales and profit growth can't be too far behind.
Ron Hill
These companies have very steady earnings growth, and they are servicing the Internet in substantial ways, the result of which is often bigger revenues bigger than a lot of the dot.com companies on Internet-related activities.
Ron Hill
The bank stocks are affected by what the Fed does. If the Fed's going to be pushing rates up aggressively, it's going to hard for bank stocks to significantly do better than the market, ... But I think some of the stocks are cheap enough that they're worth at least nibbling on at this point.
Ron Hill
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