SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (76296)4/13/2009 7:22:29 PM
From: Keith FeralRespond to of 118717
 
Slow growth with "no leverage" will be a good thing in 12 months. We will just be growing from the lower baseline that is called an economic bottom being made this year.

We saw the same tomfoolery after the last economic washout. Companies did fine once they began to show sequential earnings improvement, which ultimately marks the market low. The earnings improvements for the banks this quarter is certainly going to make December look like the worst quarter for the financials.

Banks should be going back to 3rd quarter valuations by this summer.



To: Cogito Ergo Sum who wrote (76296)4/13/2009 11:07:26 PM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
The market overshot so much with many stocks and failed to discriminate among survivors, I think you will still see a lot of upside for individual names that report decent results.

I am widely diversified now and ready to chuck any stock that doesn't have a good report and stick with the winners. It's the kind of setup that allows stockpickers to beat the markets again, finally.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News