A spike in oil weighs on equities, and higher-risk stocks such as technology are the ones to get hit first.
Claes Ahrel
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I think the biggest risk to Canadian equities (in 2006) is that we see a more aggressive spike highe...
ANDREW PYLE That's going to dominate the market today until we get more information. A potential story like this...
BARRY HYMAN Every negative development in the oil price slams the energy stocks. Oil companies are increasingly ...
JAN LEROY Oil prices have continued to move higher and equities have apparently taken it badly.
DANIEL KATZIVE Bonds will probably edge higher following a plunge in U.S. equities and gains in Treasuries. Bonds w...
JUN ISHII Higher oil prices will drive up sentiment for oil stocks.
SALLY YEO The fact that investors are chasing commodity stocks on the back of higher oil prices, instead of se...
HITOSHI YAMAMOTO Investors are avoiding large-cap technology shares before Friday's SQ and GDP. Instead, they are pic...
HIROSHI SATO We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and...
IAN SCOTT The jury is therefore still out as to whether this was just another mini correction or whether more ...
WILLIAM ADAMS For others do I wait...for higher ones, stronger ones, more triumphant ones, merrier ones, for such ...
FRIEDRICH NIETZSCHE This could finally lead to a sell-off in U.S. equities. And then European stocks would mirror falls ...
GARY DUGAN Cramer weighs in on dozens of stocks every show. Increasing the show's effect is a robust after-hour...
DAMON SOUTHWARD We are seeing investors get out of oil and mining stocks and recycle back into the banks and financi...
JUSTIN URQUHART STEWART I would say start with some of the core holdings in technology. I think the technology stocks that w...
ELIZABETH MACKAY Investors are realizing they oversold last week. Tokyo stocks are still very much at the mercy of th...
HIDENORI KAWASAKI Stocks are only getting cheaper and cheaper, and the U.S. economy is strong as are corporate profits...
CLAES AHREL I was bearish on U.S. equities earlier this year but have now turned positive. Stocks are only getti...
CLAES AHREL The outlook continues to look good, especially growth in emerging markets.
CLAES AHREL Some technology stocks are being cut because of concern that high oil prices and rising interest rat...
SIMON CHAO We maintain our overweight rating on the integrated oil sector, believing that the stocks are only p...
JACQUES ROUSSEAU It is very difficult to take call on the oil sector as it is driven by the global crude oil prices. ...
JAYESH SHROFF As technology has advanced, people tend to get a little numb to the risk, taking more risk than they...
DAVID GEORGE Investors need to think first, and not put money randomly into oil stocks.
CRAIG CALLAHAN I think we could see a rally begin again in the fall as investors start to look forward to the next ...
BOB DICKEY It was disappointing, especially given that we are in such a rich market for oil and (refined) produ...
WILF GOBERT I'm negative on oil stocks as I can't see much more further upside in the price of crude. I expect t...
GRAHAME EXTON The risk right now is really high and the markets are nervous and volatile. The most liquid stocks a...
CELSO SENISE Earnings growth seems to be intact, and with U.S. risk receding, it should help stocks to trade high...
KATSUNORI HIRAI [Even so, he thinks oil exploration and production stocks may still be worth a look. Some of the sto...
BEN HALLIBURTON It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
MITSUSHIGE AKINO Strong demand for digital consumer electronics such as flat panels and mobile phones is helping to m...
KOJI UCHIDA Buying momentum for stocks is shrinking. Overseas investors are pulling their money out of Japanese ...
HAJIME YAGI The first risk is the price of oil.
GUY QUADEN Even if demand goes up, the level of stocks remains very high, which weighs on prices.
ALEXANDRE KERVINIO Moves in oil prices are prompting people to sell energy stocks.
JUNICHI MINAMI I'd use the market dips as an opportunity to get into quality companies. There are a lot of good sto...
ALAN HOFFMAN There's a lot of focus in the bond market on oil. It's been such a hot story because of people's fea...
JEFF PALMA A year ago, people were making lists of Bush stocks and Gore stocks. Bush stocks were easy to pick -...
CHARLES GABRIEL Gars auld claes look amaist as weel's the new.
ROBERT BURNS The risk in any country that has oil, such as Russia, is that the high prices will lessen the zeal f...
ALAN LARSON Energy issues are stronger on higher oil prices.
HIDEYUKI SUZUKI We're long on autos, short on oil stocks.
DAVID SOWERBY There's a strong sensitivity now to interest rate increases, and high-priced stocks such as tech sto...
ED PETERS Interest rates pose little medium-term risk to equities in our view.
LARS KRECKEL It makes sense for investors to take profits at this stage, as many stocks, especially the [mainland...
BEN KWONG All the higher values in life get redefined on a regular basis for good; there is no static meaning ...
HARSHIT WALIA I'm more bullish on technology than I've been in a while. Chip stocks are in the right place. There'...
ANDY BROUGH Rising oil prices are the biggest risk to what is otherwise shaping up as a robust recovery.
BRUCE STEINBERG For overseas investors, who bought large volumes of stocks last year, Japanese equities are no longe...
HIROSHI CHANO The technology is truly efficient and economical. But the biggest thing is, our economic analysis sh...
CLAUDE CORKADEL Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to part...
ANDREW BARRETT There is a lot of money all over the world that is chasing relatively risk-free yields that are high...
CHRISTOPHER CARROLL The increase in oil prices as trading started this morning took away all the incentive to buy stocks...
LARRY PERUZZI The move up in crude oil price from $12 a barrel to nearly $31 a barrel has been really positive for...
CRAIG CALLAHAN Prices are back on track. The stock market fell back Monday in a technical adjustment after some sto...
CARLOS LUPINI People who spend a lot of time outdoors--such as cyclists--are at higher risk for macular degenerati...
DON TEIG The fundamentals for technology stocks are very positive.
GREG HYMOWITZ Recovering equities and still overall strong commodity markets suggests that there is little broad-b...
GREG GIBBS Equities, commodities, bonds, and foreign currencies all surged higher on Tuesday on speculation tha...
GREG JENSEN Overbuying of China stocks was obvious in the last two weeks. Investors are taking profits gradually...
CASTOR PANG We're looking at a somewhat flat start to the week. Oil prices look set to play a key role in direct...
MATTHEW BUCKLAND The oil data is giving some support to the stock market, especially given the mixed company earnings...
EDGAR PETERS Like any business, the oil industry runs on the basic premise of supply and demand. The more supply ...
RON WYDEN As oil prices continue to trade higher, this (deficit) decline could be short lived and the U.S. tra...
ANGUS CAMPBELL There is a combo of factors. Most recently, Hurricane Katrina and the damage done to Gulf Coast caus...
ALLAN URLIS People are questioning the underlying fundamentals of (technology stocks).
JOSEPH MCALINDEN Energy companies, such as Chevron and Shell, and oil producing countries, such as Kuwait and Venezue...
GARY MILLER Local fund investors bid up steel stocks, as they had a lot of idle money after unloading technology...
DAVID LI People think that investing in penny stocks is risky, and they are right. That is why we chose Peter...
WILLIAM MCKINLEY There isn't much downside for oil stocks right now, and oil is strategic for China. Investors will c...
LIU YANG It's a bit early, but investors are already taking the impact of higher borrowing costs on stocks in...
MASAAKI ENDO We are certainly seeing the influence of higher oil prices on the U.S. economy.
KOICHIRO SUZUKI Those [stocks] are the ones where you haven't had any pre-announcements.
CHUCK CARLSON Some people never take a chance and never know what it's like to live life to the full.
CHLOE THURLOW Markets were primed for worrying about risk - equities, bonds and currencies too.
ADNAN AKANT We're starting to catch the technology wave and stocks tied to Internet are the stand-outs.
JULIO ZIEGELMANN Expectations, unofficial ones, tend to get much higher.
JEETIL PATEL I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES The decline in oil prices is a desirable scenario for exporter stocks.
HIDEYUKI OOKOSHI The decline in oil helped (stocks), as well as the hope that maybe the Fed will be finished raising ...
PETER BOOCKVAR Sentiment is drifting higher on softer oil prices. All eyes remain on energy. As long as oil prices ...
BEN ROGOFF Anyone who wants to cut taxes on energy as an answer to higher oil prices has already lost, ... You ...
HANS EICHEL The scientific community should work as hard as possible to address major issues that affect our eve...
MARTIN REES For 2006 as a whole, the first quarter should prove a one-hit wonder, as higher debt payments, energ...
LESLIE PRESTON Stocks have been losing steam as a result of higher rates and higher energy prices. We could see a c...
CARL BIRKELBACH Stocks are not expensive. There's no reason to believe we can't go higher. I don't see inflation as ...
DOUG SANDLER The increase in oil prices is going to be problematic to the consumer as well as higher home heating...
ANN HURLEY Telecoms and tech stocks (also) still get hit by France Telecom's sales warning.
MARKUS STEINBEIS The rally in stocks is expected to move higher near term, given the weight of technical evidence and...
BRUCE BITTLES Oil could help (stocks) a little, but more than anything else it is how the S&P is up for the year a...
MIKE VIRACOLA As technology advances, the boundaries between different disciplines of technology are blurring -- s...
ED RUDNIC A higher oil price is like a tax on consumers. It pushes up price levels and consumers are going to ...
GEOFF LEWIS It won't be as easy for stocks as in 2005. We'll have oil scarcity for the next months and years. Th...
ANDREAS GARTNER The high oil price can't be ignored and it is starting to have a negative impact on consumption in t...
CHOI CHANG HOON Digital Asset has a revolutionary technology platform that eliminates the counterparty risk and lack...
BLYTHE MASTERS Microsoft's decision to delay the launch of Vista also had a negative impact on local technology sto...
DEREK LAM From a risk-reward stand point, there's very limited down side here. You have to remember many of th...
JAMES FALVEY Commodity stocks are moving in line with the prices of raw materials. Higher commodity prices are fe...
MASAYUKI ITO Working on Ethereum could be similar to working at a Google: lower risk with broad impact right away...
FRED EHRSAM
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