John Shaughnessy
John Shaughnessy
basis breathe certainly early earnings fall fed frankly good huge market maybe might operating plus raise rally rates relief reports rest second sigh strong summer supposed
I think frankly the Fed might even raise rates maybe 25 basis points, but that should be it, I think, for the rest of the year. And the market should breathe a huge sigh of relief that, plus the strong earnings reports for the second quarter. For example, operating earnings are supposed to be up 18-to-20 percent. So certainly the ingredients for a good strong summer and early fall rally are in place.
bank capacity certainly current discount earnings growth market modest next number percent provides selling year
Bank One is selling at a discount to the market and provides a modest current yield. And frankly, it's got the capacity to grow, with earnings growth of 13 percent a year over the next number of years. So it's one that we think, certainly for value-conscious investors, makes a lot of sense.
area certainly fastest general growing networking segments technology
The networking area in general is certainly one of the fastest growing segments of the technology area.