It’s time to start anticipating a recovery. Buy on weakness and look at tech because I think there will be some good stories later in the year ? the time to be fearful of another...

With McDonald’s you get a minor dividend of 1 percent and right now, where it’s trading, around a 13, 14 price-to-earnings ratio, it is very reasonable, … A little bit below the S&P average at...

What will frame investor decision-making in August is going to be totally Fed-driven. We’ve gotten the anecdotal comments from Mr. Greenspan that we can achieve a slower growth landing but we now have to see...

Net-net, the commentary was positive – I liked the productivity understanding.

Any conglomerate is going to come under question.

The catalyst here is going to be patience. We’re in a bear market.

The market is operating under a little bit of a caution flag here, with energy prices way too high and a fourth quarter starting to show a slowing earnings trend.

The market is still looking on the tech sector in general as one of the sectors that has not been damaged by the hurricane. It’s one of the sectors that has continued to perform well...

I believe that the future of McDonald’s is going to be their international growth. Let’s not forget what President Bush is trying to do in Russia. Russia eventually is going to have to be our...

I look at a market here that is going to continue to be impacted by rates going higher, … and I think it’s heading into one of those post-earnings periods where it meanders. It’s hard...

I think next week has another opportunity to be another good week.

We need some inference from the Fed that interest rates beyond June are in doubt,

Anything that shows the economy is slowing will be taken very well by the market. But the Fed is still out there and I don’t think we should get used to the (idea) the Fed...

A worse-than-expected number tomorrow will discount what happened this week. If we get an inflationary number, the market will go down, but I think it all clears up by mid-June.

I think we are still in a consolidation period, … and I think we can’t afford to overlook the impact of the economic news on the market. You had a retail sales number this morning...

I like Wells Fargo. Super regional bank, great earnings growth, around 13-14 percent year over year. They just got past their 1 millionth on-line investor, and I want to have a super regional bank or...

You have to ignore that because they’re of course going to be bad, … You have to look at earnings potential, and cyclicality stocks, I’ll go for International Paper.

This perception creates a negative opinion on Wall Street. But over time, it will help the equity markets because it is reflexive of a better earnings picture.

If you have a portfolio that is abundant [in the sector], I would say you probably want to diversify, … If you’re underweight in the sector, bear through the tough times ahead.

It was exactly what Wall Street thought, … The wording was exact — no hike, sees inflation risk ahead, recent data shows moderating slowdown is still tentative and preliminary, and leaves open (a) rate hike...

We have an aggressive Fed and an aggressive Justice Department thinking perhaps that all things technological, that have a dominant share of the market, could be considered anti-competitive.

(The GDP) doesn’t justify the slower earnings picture later in the year, … There’s a little bit of saving grace in there because we’re seeing a strong economy still with no dramatic inflationary prospects.

Now we’re going to see more pressure on the bond market and an already stressed equity market. There’s a lot of concern and we’re seeing some defensive investing. This number shows that the Fed will...

They’re (investors) looking for the Fed to be absolutely aggressive and see the economy as slow as can be and to be measured in terms of understanding how important the consumer is at this point....

The financial stocks, which could be a good indication of interest rate sentiment, are up. You want to see the real interest rate sensitive stocks participate.

You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks...

All eyes will be on Microsoft to see where they come out based on the Goldman (Sachs) downgrading.

A lot of money left the sector last week over concerns that valuations were just too high. But there’s still a lot of interest in technology.

There’s a little nervousness in the air regarding heightened geopolitical news. The rhetoric from Iran is not helping.

This puts 5.25% on the fed funds rate back on the table. It’s not the job of anyone to interpret what a market’s reaction to a comment will be. This has added volatility on a...

The market is going to continue to be buffeted by this political story that doesn’t go away. If we can get past that, hopefully the market will react positively to the end of a process.

Either people are going to reposition away from technology and seek a home in the migration away from technology, which is why you have other sectors moving, … For those who are tech players, it’s...

Without any major tech stories, the economic numbers are going to take center stage, … It started on Friday with the first peek at the GDP (gross domestic product) for the first quarter.

Intel was generally positive, but I think the stock had run up into the meeting, so that’s why you’re not seeing much reaction.

It’s going to be another confidence building story the closer we get to the Fed meeting. I believe that the unemployment rate and the NAPM numbers will be the key numbers.

The Nasdaq is a different ball game. It’s not a credit-sensitive sector.

We do think growth is going to be the place to be again,

The market needed one economic number to put the bear market drop to bed. We got three; Employment, leading economic indicators and housing. I think that’s enough to stop the case that there’s another downward...

I do think [the Bali bombing] is weighing on the market today.

You can pick you poison today from anywhere. The earnings concern and lack of guidance for 2006 concerns tech players. But the story goes beyond that to energy pricing, which is still a 2005 perspective....

I expect (ECI) to be very tame and show now inflation. It’s the GDP I’m concerned about. If either one doesn’t come in line (with expectations), the market will remain under pressure, … I’m looking...