Stocks Quotations | Page 4

U.S. investment managers are bullish on large-cap growth based on what they know, what they believe and what they expect. Managers know that the economy has been resilient through some challenging times, they believe that the long-awaited swing from value to growth stocks has begun and still has some ways to go, and they expect the Fed to stop raising rates before short-term rates inflict any significant damage to economic growth.

We're starting to catch the technology wave and stocks tied to Internet are the stand-outs.

We're getting to the year-end period and stocks are starting to drift. You're seeing that today, ... There's still a lot of uncertainty about the economy and about the change in Bush's economic team. We're also coming off a period where the Dow rose for 8 weeks and so you're seeing a little pullback. You saw it last week and I think it's continuing.

We're getting to the year-end period and stocks are starting to drift. But the pullback so far has been orderly,

We're going to see more software acquisitions at higher valuations. Stocks naturally will trade higher when you raise the bar.

We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned.

Fundamentally cheap stocks are often held in low regard by market participants. Something may be tainting their perception in investors' minds.

Global stocks bottomed in June 1921, but global economies didn't hit bottom for fully two more years.

We're going to be winding down (earnings) and more focus will be turning toward the presidential election. However, there's not much one can do since the race appears too tight to call. On a poll-by-poll basis, you could see drug stocks impacted negatively or positively, with tobacco stocks and defense stocks similarly impacted.

We're expecting stocks to show another rise from last week's healthy levels. There's certainly a degree of profit taking before the numbers appear after Monday's Iran-driven rally.