“Experienced investors should already have well-rounded portfolios, but might be prepared to add specific industry-sector funds or even single-country equity exposure. This could give them the extra style bias they want to help them to achieve additional growth potential during the next phase of the economic cycle.”
Paul Ilott
“Prepare for the worst. Plan for the best.”
Lorrin L. Lee
“Although investors have basically had their fill of energy stocks, the fundamentals still point to a very strong sector, and it's becoming increasingly difficult to ignore.”
David Menlow
“I think (investors) are going to be looking at how the market has performed and what the sector rankings are. I think that some of the recent gains that have come to a bit of a stall are probably a function of...the notion that once people come back from Labor Day, we should have a pretty good rally so they just wanted to get positioned ahead of that.”
Bill Meehan
“This suggests one of two things: either investors are unduly optimistic about the sector, or more ominously, perhaps, the homebuilders are seeing strong demand from non-traditional buyers, ... In other words, real estate speculators have moved into the market, replacing owner-occupiers as the primary end-buyers.”
Michael Panzner
“That really says investors are getting impatient with the turnaround in the technology sector.”
Chuck Carlson
“What's happened is you have people who have made a lot of money in this sector. Although we've not specifically seen any real signs of slowing yet, we do think that could happen in the future. Whenever someone talks about it and begins to give warning signs about it, people will say that we're at the peak, things can only get worse from here and I will sell my stocks. And that is the mentality that people are using right now.”
Christopher Chaney
