Subodh Kumar Quotes (34 Quotes)


    Very high short interest numbers could be a positive for the market since it suggests this market rally was not expected by bears. If the market has recovered, then people have to cover their short positions, which means there will be more buying power.

    The main focus today is the Fed. After the decision, investors will once again focus on the fundamentals of the U.S. economy and on company earnings.

    Cost cutting has improved operating margins, and earnings have come in above consensus. The strong companies are getting stronger.

    Companies and analysts were badly burned in 2000 and 2001. So now if there is any negative news, it behooves companies to get that into the marketplace earlier,

    Until we get clear signs of a corporate recovery, the market is going to remain is this tight trading range.


    With close to 20 per cent of the SP 500 companies having reported, year-over-year operating earnings growth for the third quarter at 14.9 per cent appears in line (versus above consensus for recent quarters) but still good,

    The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball,

    The mood in the stock markets is constructive and today's report, showing that inflation remains benign, is helping to take away some fears of further aggressive rate rises.

    The market is showing the classic signs of the beginning of a cycle, a new bull market.

    The Fed is close to finished with raising rates. Inflation in the U.S. is moderate.

    I don't buy the Wall Street argument that capital spending won't come back anytime soon because of overcapacity.

    Clearly the market's focus is on the technology side of things ... the Nasdaq is down somewhat and, really, the major U.S. indices have been treading water,

    It's easy because the euro is so visible, ... And besides, in the tech sector, you can't really blame oil prices.

    If you put together a ruling in favor of one of the largest industrial sectors in the U.S. and positive news on large companies, such as GM, it's not a surprise to see the market up today.

    Some of the content parts of the media side like Seagram and Thomson seem to be benefiting so it seems fairly wide spread,

    If you look at things in a one- or two-year time frame, they are not as bad as they seem but executives are emphasizing the here and now.

    The market is now factoring in that first-quarter earnings will likely be below consensus. And the reality is that economic growth is probably going to be between 3.5 percent and 4 percent, which is good but maybe not as strong as what some people were hoping for.

    In the very short term, you are seeing a response to the economic news, and that can give the market some buoyancy. Whereas in September and October, the above-consensus earnings enabled the market to perform better than it traditionally has, in November the focus switches to the economy.

    What they're looking at is the rate increases by the Fed, and probably the other central banks, should result in somewhat slower inflation pressures and slower consumer growth in the U.S., which markets would like to see.

    I guess what people are worried about is that the U.S. economy is growing fast enough that inflation is going to become a problem.

    Usually, the groups under stress bounce the most at a bottom since they would benefit the most when the economy improves,

    We expect better performance in the second half to follow a lackluster first half, with more uplifting assessment in the markets of issues like inflation, Fed policy, politics and earnings.

    Market players are very reluctant to make strong commitments until they get signals that operating earnings are starting to improve.

    I think the whole small cap area will do well and that's another sign of the broadening out of leadership.

    With companies like GE we expect earnings to remain strong through next year, where the momentum with tech may begin to slow.

    You do have a diverse group of stocks moving upward compared to a narrow leadership.

    Generally, I don't think it will be a damper on earnings. There are some things you can measure like near-term revenue loss because restaurants have been shut off and stores have been shut off. But if you look at previous disasters like Hurricane Andrew, the expenditure on replacement of homes and capital goods and spending on things like supplies for workers was quite strong.

    The rebels have melted into the jungles and we are now helping the terrified passengers, including, women and children vacate the area.

    I think we're in a situation where some earnings will miss (forecasts), but not as much as some bearish people expect, ... If this is the case, the SP 500 is likely to remain in the trading range it's been in.

    Stocks suffered today as concerns about inflation, higher oil prices, earnings and a new hurricane mounted. The outlook is a bit uncertain, and uncertainty is never good for stocks.

    It may be simply part of the maturation process of becoming an international company, ... But as an individual investor, you should think about whether you want to be in a company that makes these kinds of mistakes.

    In the last few months, there's been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas -- where the rates stay in check - the banks, the utility stocks - those do very well, and financial services and utilities. And the second area that I would look for to do better would be companies with real earnings but relatively low multiples, and examples of those are the communications companies and semiconductor stocks,

    Sooner or later it will be appropriate for the Fed to pause, regardless of whether or not we get a signal in that direction. There is no reason for them to invert the yield curve. Inflation is contained and the economy is okay. I don't see a reason for them to take the risk of keeping raising rates.

    For the market to head higher, investors need to have confidence that oil prices will stabilize and move below 40 a barrel. If oil stays at current levels, the market will be tentative at best.


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