The market has been going up a bit too strong, too quickly and we may now get a reality check from companies. There's been some good earnings, but some important disappointments.
Karim Bertoni
Related Earnings expectations have been a bit high and, given the disappointments in the U.S., those expecta... KOJI UCHIDA Good earnings never hurt the market, and some of the results from the companies that reported yester... BARRY RITHOLTZ We got some good earnings news from Cisco and from Pepsi. Oil has also been pretty tame today. CHARLES ROTBLUT The market is strong, but we're a bit overbought and some complacency has set in, PETER GREEN The market is a bit nervous going into the OPEC meeting, but the real nervousness stems from the fac... PETER CARDILLO We've now changed the valuation of the stock market quite a bit, ... If anything, the earnings estim... ALFRED KUGEL There have been a few major disappointments, but by and large, earnings are coming in very strong. M... BRIAN GENDREAU We're still going to get some stray previews. I am much more confident the disappointments will be p... CLARK YINGST We improved in May, but it looked too good, so we may have some payback and that could move the mark... KURT KARL I think the key in the market is technology, because what has been giving us this extraordinary earn... DOUGLAS CLIGGOTT Everything has been going on normally, the election has not been postponed anywhere. At some places ... TEJMUNI BAJRACHARYA I think it's going to show up in some comments. I think you will get some comments that (earnings) w... CHUCK HILL I think our foreign policy tiger has too few teeth, ... We've been able to raise some issues, but we... JOHN ASHCROFT We are seeing some cheap buying after yesterday's decline which was a bit overdone. Some good U.S. e... ANTONY MAK We've had a lot of earnings that have been in line or better, and the Street's been yawning. If the ... TOM SCHRADER We've had a lot of earnings that have been in line or better, and the Street's been yawning, ... If ... TOM SCHRADER There's been a lot of anticipation of good earnings numbers, but I think the market may have gotten ... STEPHEN SACHS The market has run up too far, too fast. But it's been showing resilience (to profit-taking). Sellin... YOSHIHISA OKAMOTO The market has run up too far, too fast. But it's been showing resilience (to profit-taking). Sellin... YOSHIHISA OKAMOTO The defense has been real solid, and I feel real good about our pitching. And for the most part, our... BRAD FRANCIS The market looks a bit stretched from here. Shares have been going up on very superfluous reasons su... LIM JIT SOON Right now, we have this positive confluence of earnings and economic news that has been propelling t... JACK ABLIN We're always going to have some companies in the morass of reporting companies that aren't up to spe... STUART FREEMAN It was a big improvement. Southland is a good side, they've won four games now, and we weren't too f... DONNY STEVENSON Despite the inherent volatility of some of its core lines of business, Macquarie's overall earnings ... CRAIG BENNETT If a bunch of these companies get bought out, it may be too much for the market to handle. CONRAD SMITH The bond market has been pricing in a premium against potential inflation. They've been looking at t... ROB PALOMBI The market is fraught with indecision, a little bit of anxiety. People recognize summer is coming up... IRWIN MICHAEL Some of it is housing. But ... earnings and a couple of companies saying things are going to be a li... NICK ANGILLETTA The forecasts have been a bit too sanguine, given that the lead indicators of input prices have been... IAN STEWART They've been your typical freshmen — real up and down. When we brought them in we knew they could ... SANDY GORDON The rise was obviously too much, too fast. Some weak earnings which came out yesterday gave a good e... HIDEYUKI OOKOSHI A lot of the traditionally strong teams are here again, and some new blood is in there too. When I l... LEWIE BENITZ The kids worked hard to get that nice lead, but we gave up too many points in the second half. Timbe... BRAD FUHRER There have been some expectations in the market that the Fed would perhaps do, instead of three hike... BRIAN WILLIAMSON The market tested the 16,000 level this week and we have found a firm floor there. Now, examples of ... KATSUMI NISHIYAMA There are some disappointments in earnings and obviously Hewlett-Packard is a big one. STEVE PREVIS Some of our stuff ends up looking too corporate. I'm going to be a lot stricter from now on. EVAN DANDO We tried to manufacture some runs, it was too much. That's kind of been our story for some kind now. DENNY MCCROTTY It's too bad that it has been shortened, it was all over too quickly. GENEVIEVE SIMARD Next week will tell us a lot about our team. It's too early to say right now how good we're going to... HOWARD INCH Numbers like these are a bit of a reality check coming just ahead of the reporting season. Market ha... HELEN SPENCER The market has a very strong undertone to it and would seem reluctant to surrender too much of its r... DAVID BUIK Some games she's been starting, I've been changing the lineup a little bit. She's been pretty consis... DAN TREBOUR Small companies are the real innovators in this market, ... but if the burdens around IP become too ... KEVIN ASHTON I suppose he is putting bums on seats, but he has been getting a wee bit personal with some of the t... KEVIN ANDERSON We feel very optimistic, frankly. Not only have earnings been good, but the outlook also has been pr... MARK STOECKLE It seems everyone has been a bit too optimistic on shares. KOJI UCHIDA Our practices have been pretty good. We've been able to get outside and get a lot of things accompli... BRIAN SHIPLEY Right now, we need to play. The preseason is long, and they're dying to play. They've been dragging ... BILL CARUSO I think expectations might be preceding reality, ... In the long run we've got some real opportunity... MICHAEL DAVIES Some games we haven't had everyone playing up to their capabilities. That's been shown, too. ALAN KIRK The stock has been an absolute monster; this was a reality check. ARAM RUBINSON They're really good hitters. We made some critical defensive mistakes, but I liked the way my team d... TIFFANI AIRMET We had guys open, but he gets so excited when he sees guys wide open that he just throws it too hard... BRYAN BLAKE Another strong pitching performance for us. Our pitching and defense has been good, we just have to ... JOE HUGHES Stocks have had a good run over the last couple of months on anticipation that the fourth-quarter ea... SARAT SETHI The market is showing a good improvement. Some points of concern, including in the political sphere,... MARCELO PORTO But I have been too deeply hurt, Sam. I tried to save the Shire, and it has been saved, but not for ... J.R.R. TOLKIEN It feels good to break the ice. I think the kids will loosen up a little bit now. We've been in some... JOE MACRI We're going to gear up and make our lineup as strong as possible. It's always been a fun thing. It's... DEAN MASON From the wreckage of the bust we now have some fundamentally good companies. TOM TAULLI Accounting and other issues are still overriding the market. There have been some reasonably good ec... PETER MANCUSO Corporate profits are what drive the stock market. On the economic front, we have been seeing a slow... BERNADETTE MURPHY Companies with strong earnings prospects may lead the market higher. Automakers and auto equipment m... KENICHI AZUMA Happy as we are, times may alter; we may be bitten with some impulse towards change, and many things... WILLIAM MORRIS I did well with my runner beans but it has been a terrible year from them. They have been growing to... JOAN SIMS It was an unusually good quarter for credit losses. But it reflects a better credit environment, and... MARK LANE The market has been weak in the last few days on a number of worries. One of them has been earnings.... JOSEPH LISANTI Within a few years, everything around Bridgeport Village will have been redeveloped. Some of that ha... BRUCE WOOD At that position we've been suffering quite a bit. The load has been strictly on David Wesley and he... CARROLL DAWSON There's relief (in the market), coupled with some good corporate news from GM. Certainly the U.S. du... HILARY COOK Both the PPI and CPI results showed that headline inflation has grown but core inflation has been li... ANTHONY HILL We rely more on each other. They came out pretty good, but we came out strong too and worked through... JASMINE STOHR The airport has been growing. The terminal already is too small in some respects. BARRY BATEMAN I think you have to (get up for the Hershey game). You hope the guys are up for it. They've been som... JOEY MULLEN Smaller companies have lower costs and less complexity, and traditional identity-management systems ... SOMESH SINGH Companies are going to deliver good numbers. Aside from the usual company-specific disappointments, ... DANIEL BROBY Although some birds have already began their trip south, the fact that our more recent weather has b... DEAN MITCHELL We've been up and down like a yo-yo. We're in the same boat we were last year. We let some games get... DAVE OBERLE But every day, too, we get one or two we can't find anywhere truly missing people, whose absence ... HENRY YENNIE We had some good performances but we had some disappointments in some areas. We have some nicks and ... BRAD BEVIS I think we need a reality check to some of the consequences. PATTI HEAD There was some good and some bad. We started off very good and hit the ball good but as the game wen... FRED HILL It feels good to be 3-0. It hasn't been done here in a while. We talk about going undefeated but we ... CLIFFORD SARGENTO Well in this kind of market, in contrast to a couple of years ago, you have to look at valuation and... JEFF DAVIS It's continued fallout from Boeing's earnings release and comments coming out of the conference call... CHRISTOPHER MECRAY People are now starting to believe the earnings base for the mining companies has altered and the me... FRANK VILLANTE (James) has been with me a few years now. And I take suggestions from Jessica about the boys team, t... TYRONE JOHNSON The only shoe that still has to drop is the earnings picture, and I think second-quarter earnings ar... FRANK LA SALLA Reality has always been too small for the human imagination. We're always trying to transcend. BRENDA LAUREL I think everything has been politicized, so certainly the material now I think is a bit sharper and ... KELLY LEONARD The market has been basically looking forward to healthy earnings. HIROYUKI FUKUNAGA You would think that with their costs going up and prices going up, you wouldn't make much more mone... CHARLES BRADFORD You're seeing some selling now, some consolidation maybe, but I'd be cautious of that. The market's ... BRIAN WILLIAMSON This is perhaps just the tip of an iceberg. We need security at our national labs. ... It has been t... RICHARD SHELBY It would create a problem if someone filed a lawsuit. There's been too many changes too quickly. KATHY RICHARDSON We've gone from a psychology a month and a half ago that the economy is growing too quickly, and the... TONY DWYER I have been heartbroken once and it has affected all my relationships from there on. But now I look ... DOMINIC MONAGHAN I have enjoyed shaking hands and I have made a lot of good contacts. I have been following up with t... CHARLIE BROWN
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