It's been a 'no-brainer' momentum market where securities analysis isn't important, and now you have almost dangerous valuation levels on those stocks.

261

The line of least resistance is upward when you have all the liquidity in the market. But you've accomplished much of what you're going to accomplish for the year right now.

202

Stock investors have concluded that the economy was in good shape before Hurricane's Katrina and Rita, and that it has come through the storms in reasonably good shape, with the exception of oil.

175

It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics are great for education. The company is selling at about 15 times what we think they can earn next year. It's also one of the few independent publishers left and so we think it's a strategic acquisition candidate, probably worth over $60 a share, and the stock's at about $45.

159

The market needs to walk a line between too little growth and too much growth, between profits and interest rates. The jobs report tilted the market toward too little growth.

153

The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook, ... You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away.

115

They got pounded, ... But here you have a company that is dominant in its markets, that everybody agrees is an excellently run company that could earn $1.75 (per share) next year, so it's selling at about 11-times earnings. And it's an acquisition candidate down the road. So you see the theme here is growing earnings, low valuation.

103