“The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.”
Wendell Perkins
“We still have a positive outlook on commodity stocks, for both oil and metals. Demand is continually rising, while the supply side is not following through.”
Christian Schneider
“I think overall the outlook for next year was particularly bullish,”
Alan Mak
“I think overall the outlook for next year was particularly bullish.”
“The results were not especially promising for the outlook, ... Final demand was sluggish, and the slippage in the stock market could lead to caution on the part of consumers and businesses in coming quarters. We still look for the economy to expand, but today's report does not suggest that vigorous activity is on the horizon.”
Mike Moran
“The outlook for the bond market is still negative. The European recovery is quite strong and we've had an accumulation of hawkish comments from the ECB.”
Cyril Beuzit
“People are awfully comfortable with the outlook for stable Fed (policy), so bonds trade with the stock market.”
Dana Johnson
