Tobias Levkovich Quotes (24 Quotes)

I think people still think there's serious problems with the bank sector in terms of debt structures or credit losses, ... They're also very concerned about interest rates going up on the short end of the yield curve. Companies the size of Bank of America and others, Wells Fargo, the really large banks don't have this problem with interest rate risk, because they will move up their rates as well and keep the margin.

If everything breaks right, our forecasts could prove to be too conservative.

the next phase of difficult news for tech stocks to digest over the next few months.

Over time, specific industry fundamentals are far more important than election results.

To a degree, the Japanese market has been marching to its own drummer for a number of years due to its economic difficulties.

The investment community currently seems to be gleaning more of its market insight from the headlines scrolling across CNN and Fox news Channel than from underlying business fundamentals,

If people we're really trying to manipulate earnings you would think they would have done a better job.

You know, basically in a commodity business, low cost wins, ... And this is by far the best company in terms of supply chain management, marketing programs it understands how to get that low cost to the consumer and to the corporate customer through a variety of areas and now they're looking at getting into the printer market.

This is a company that can do well in a good economy, and do well in a so-so economy. It's not isolated to a single sector like so many of these tech companies that struggle because their sector slows down.

You can see the fad, and know it's just a matter of time until it blows up. When people get worried, they will want the safety of U.S. equities.

McManus has been right, but so what ... You have forces at work that don't have anything to do with strategy. In an environment where everybody is losing money, this directional stuff isn't that important. People are playing a lot of defense.

Any policies that reduce the benefits of moving to low-cost locations could hurt profits by triggering inflation risk and possibly slowing global growth.

We think most investors already seem to expect a Bush victory. Consequently, we infer that a Bush victory would be somewhat anti-climactic.

It seems as if we have re-entered the bizarre world in which every piece of news must be interpreted as being bad for equity investors.

In a strange way, the skeptics are keeping us bullish. When they concede defeat, there will no longer be a 'wall of worry' to surmount.

The Fed has worked too hard to reinvigorate the economy after a series of shocks, in our opinion, to drive everything back down,

Tech has been the biggest factor behind the latest bull run, so the fact that stocks are down seems fairly reasonable. I hesitate to sit back and say this a great buying opportunity.

Within the capital spending sensitive Information Technology arena, the lack of follow through to even higher levels of growth has been very disappointing to the investment community. Yet, one needs to recognize that tech spending has been coming back for almost two years now and is not only now emerging from a long slumber, as many seem to think,

The two primary factors that held up the market were the Fed raising rates ... and that energy prices were far more excitable than people had anticipated.

There could be a hiccup at the beginning of the year, but we would look at that as a buying opportunity.

If Bush wins, the price control scare hanging over managed care companies and drug makers would be lifted.

Our overall 2006 bullishness remains intact, as an attractive buying opportunity is being set up.

Tech captures the imagination, more so than talking about auto build rates.

That, in our opinion, probably suggests we're close to the bottom.