Michael Carty Earnings Quotations

We're seeing some jitters about the Middle East as it relates to our presidential election. But I think the trend should remain up. Earnings are certainly strong, and I think the market should follow that. The only thing we have to fear is more talk about interest rates.

There are a lot of good things happening right now, but the market continues to focus on Iraq, interest rates, the presidential election, and particularly right now, the high-profile earnings misses.

This stalling is likely to continue as we get through this period. But in early to mid April, you could start to see stocks move higher as the earnings reports start coming in and they prove to be positive, as the economic news continues to be strong and as the issues that are going to determine the election become more clear.

Because inflation is modest, and worries about that are starting to diminish, I think the focus will turn to earnings, and the earnings are going to be very strong.

Earnings continue to remain strong, even for the technology companies, so I think, with the Federal Reserve saying we're afraid of a recession more than inflation, you're seeing bargain hunters coming in.

First off, Microsoft does have a good product mix, ... It has a five-year earnings growth rate, which is somewhere around 15 percent because it is a giant after all.

The weakness today doesn't concern me, ... There's a little profit taking after the five up sessions and there's some jitters over the dollar's decline, but I think it's pretty clear that the earnings are going to be quite good.

They run about 111 hospitals. It has about a 20 percent rise in earnings this year. Five- year projections are 20 percent annually. It's got operating margin around 20 percent.

They make all sorts of devices for reconstructing your skeletal framework and they have a number of different businesses. This is a company that's expected to grow somewhere in the neighborhood of 15 percent a year and they're going to be up about 20 percent in earnings this year, ... Its got a price-to-earnings multiple a little bit better than market but it's got a better earnings growth rate, which justifies it.

There seems to be a lot of economic momentum and earnings momentum fueling this market.

It's a great performer in terms of earnings ability,

The retail earnings are likely going to be strong and that helps the market.

It's recorded strong earnings over and over for the last couple of years. We've held it for the last couple years and made out very well. And it's trading at pretty much its high,

The earnings reports and outlooks have been fairly positive, but I think trade has been kind of muddled recently, with the market wanting to give itself room to breathe after the big run it's had.