The only strength in the market today is among those stocks included in the Morgan Stanley Capital International index because people expect them to be buoyed by increased buying for a while.

Steve Mayne

Texas Instruments' conference call left people pretty cold. That broke the momentum of that group and has spilled over into other tech stocks.

Robert Philips

Steel stocks are cheaply valued, they're cyclical, they're very well known for their capital destruction during downturns. Now instead of increasing capacity, they're buying capacity or buying competitors.

Jan Leroy

It was a slow day. The rise came mostly because some stocks got pretty cheap and U.S. stocks rose slightly.

Herminio Lucci

The best auction will be the long bond. We expect great demand from overseas accounts in the long bond specifically, as pension rules in Europe are much more strict than current rules in the U.S. and these rules favor bonds over stocks.

Andy Brenner

Better prospects for Japan's economy were at the heart of the surge in the second half. Consumer spending is increasing and the labor market underwent great change with companies expanding their hiring. It was a year for domestic-demand stocks.

Tomokatsu Mori

Stocks have had a good run over the last couple of months on anticipation that the fourth-quarter earnings would be good, and by and large, they have been. But we've had so many weeks of an up market that it was bound to stabilize at some point, which is what we're seeing now.

Sarat Sethi

I think there was a lot of pressure on banking stocks because of what will happen with the Fed. My sense is that there is a little more optimism and there's more of a chance we could get some mid-term intervention from the Fed.

Seth Martin

People who were buying into the stocks on the broad run of premium rises have been slightly disappointed by the renewal season. The U.S. catastrophe-hit areas have risen significantly, whereas other areas haven't risen by much or have been flat.

Neil Manser

Gold and silver were mirrors of the equity markets, with the weakness in the European stocks.

Bill O'neill

[The bond market] had its eye on stocks all day. There was not much of a reaction to the employment report.

Michael Cloherty

The valuations on tech stocks are so high that they've been an issue for a long time. These stocks have an ownership base that is prone to panic.

Pierre Ellis

The U.S. economy is the key to export stocks. Automakers and technology shares may rise further once investors confirm the country's economic strength.

Tsuyoshi Shimizu

I would sign up for the view that industrial, 'old economy' stocks could well be the next to move higher. But I don't see a definitive move until we see some of the economic data in July.

George Hodgson

Any signal that the Fed is close to the end of the tightening cycle is good news for equities. The picture remains positive for stocks.

Michala Marcussen

I expect the market to open higher after Wall Street's gains, and it will mainly be led by property stocks as interest rate worries seem to be easing after the release of the US Fed minutes.

Francis Lun

Water stocks have performed abysmally over the last three years. Thames has been driving through international expansion, but because its share price has been impacted by sentiment in the rest of the sector that has affected what it can and cannot do.

Iain Turner

We primarily look at the horoscopes of countries, stock markets, sectors and stocks. We're top-down players.

Henry Weingarten

Valuations on mining stocks look very rich. Any pause in the spot price is leading to sharp price corrections and sentiment can reverse quite quickly.

Chris Tinker

It was basically not a good day for the tech stocks in general and that's the main reason why we saw the 144-point drop.

Kate Warne

In order for the small caps to really come back into favor, I think some of the valuations of these drug stocks will have to either remain where they are or come down a bit.

Sharon Doering

People are paying higher and higher premiums on stocks, ... It's like driving down a coast highway in a convertible and people are drinking and driving faster as the fog comes in and night descends and the road is getting curvier and curvier.

John Gunn

The challenge is finding the right opportunity within this huge universe of stocks. Investment mistakes are so costly in the micro-cap area it makes it even more of a challenge to be right.

Bob Kern

The Fed being done will really be the catalyst to move stocks higher. That will bring money back into the market.

David Chalupnik

If you fast forward your clocks to Dec. 31 of this year, you're going to have yet another year in which the Nasdaq, driven by technology stocks, is going to outperform the S&P 500 and the Dow Jones industrial average.

Paul Meeks

They are not the stocks investors have focused on given their view of positive growth.

Peter Sullivan

I am not enamored with technology stocks at all right now.

Lou Ehrenkrantz

Even for the most bullish investors, it is probably worth doing a check on whether stocks have been overbought.

Vincent Chan

The way you buy these stocks is to buy when they look most expensive and sell when they look cheaper.

Shekhar Pramanick

There is a huge disconnect between the magnitude of what is likely to happen with earnings and what stocks have already discounted.

Richard Williams

The No. 1 reason growth is doing better than value in small-cap stocks this year is the strength in technology, which is really getting its sea legs. However, small caps in general have benefited this year from an outflow of money from emerging market Far East funds that had a great run and also from some resetting of investor 401(k) retirement accounts.

William Mcvail

This dark cloud of high expectations has weighed on the stocks and valuations reflect high expectations.

Alex Vallecillo

We're talking about some big global players here, so that's what driving the speculation behind the rest of the sector. Steel stocks have been gaining a small amount of momentum back after a poor run the past few months, and this is the kind of thing that could prompt some managers to have another look.

Don Hamson

We had that great run up. Stocks were fully pricing good earnings reports or good outlooks. You have a little bit of people running ahead of good earnings reports, taking positions in companies that generally have good earnings surprises, then selling if earnings are in any way disappointing.

Susan Malley

People want producing assets to take advantage of the high commodity prices. You may be seeing a bit of a preview of next year, when metals might outshine energy stocks.

Greg Eckel

The auction showcased disappointing demand. Rallying stocks are building sentiment that Japan's economy will sustain a reasonably good pace of growth, signaling higher yields.

Shigeru Endo

I think you're getting a bit of a safe haven -- stocks with earnings look good. If money is coming out of the Nasdaq, it is going into Dow stocks.

Michael Farr

This is becoming a more urgent matter. As we deplete domestic stocks and inshore fisheries worldwide, fishing fleets are being pushed into deeper and deeper waters.

Bruce Cox

Quite frankly, you've had a lot of companies that came public too early. In markets where we've had a large sell-off, IPO stocks tend to be the ones that are abandoned first - and the e-health sector is rather new. Most of these companies have not even been public a year.

Caren Taylor

Rita is one big question mark that's been removed and it's safer to buy stocks now. Companies that do business in the U.S. are naturally going to be more relieved.

Paul Xiradis

The days are gone when investors could easily flip stocks in the short term and make money.

Tsutomu Yamada

Signs of a pickup in U.S. consumer confidence helped make investors more confident about the economic outlook globally. Technology stocks are sensitive to the global economy, and they tend to benefit the most when growth is evident.

Takeshi Yamaguchi

Unless you have a minimum of $5,000 to invest [each time], you should not be buying individual stocks, ... is inappropriate.

Marc Freedman

I think the market may focus on the gasoline numbers, which showed much bigger numbers than were expected. Eventually I think they're going to turn out to be negative for commodity prices and will probably weigh on energy stocks as well.

Mike Driscoll

What he says really has a broad influence, ... We're into servers. We're into storage. We like to see some type of upbeat comments on macroeconomic situation. This way all stocks can participate if the comments are good enough.

Charles Payne

Tech has been the biggest factor behind the latest bull run, so the fact that stocks are down seems fairly reasonable. I hesitate to sit back and say this a great buying opportunity.

Tobias Levkovich

The market is much calmer. Basically it was the continuation of yesterday's trend today, helped by a rise in U.S. stocks.

Carlos Augusto Levorin

The decline today was a disappointing end to the year. The weak performance was attributable to weak Asian stocks as well as profit-taking after recent gains.

Alex Wong

Where the dealers are making a market with a wide spread, but have in their possession an order to buy stocks at a higher price than they're bid, or for a lower price than they're offering, they want the investors and the institutions to see those better bids and offers.

William Mattison

This is the confessional season and the markets will be a lot more nervous, ... Technology stocks will come under pressure and it is a perfect excuse for big investors to sell down.

Michael O'sullivan

We have reduced our equity portion in the balanced portfolio back to neutral. We will be thinking about reducing our cyclical exposure a little bit and moving towards defensive stocks.

Gerhard Schwarz

The fall in freight rates is dragging down their bottom lines. Nonetheless, their stocks' low valuations will somehow attract investors.

Hajime Yagi

Over the past couple of weeks, the move higher in the stock market has been supported by a few big-cap stocks. This is a repeat of the 'Nifty Fifty' in the '70s. While the averages have hit new highs, the bulk of the stocks is moving lower.

Scott Bleier

He's generous with his ideas, but doesn't mention specific stocks.

Al Auxier

The bonds hold up better in down markets and they also have some percentage of shorts to protect on the downside, yet they get enough upside on the convertible bonds, which act like stocks in rising markets.

Dan Mcneela

The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.

Rick Whittington

[Still, if oil prices continue to rally,] that would be a negative for stocks, ... Investors do feel that energy prices matter.

John Caldwell

This is very good news for the technical side of the market. It means there's still enough money to float everything. It's not just the big-cap stocks, although I still think they remain the leaders.

Aaron Hill

The stocks that have been successful are the ones that have reached a very large scale which is to say critical mass basically.

James Preissler

Telecoms and tech stocks (also) still get hit by France Telecom's sales warning.

Markus Steinbeis

We told our people here this morning to use the break to start buying health care again, ... Our feeling is the move over into cyclical stocks is going to be short-lived and the money will be moved back into those companies with strong solid earnings growth, like health care.

Mark Simpson

Internet stocks are going to continue to enjoy a special position in the investment firmament because these companies are growing much faster than anything else.

Jonathan Cohen

The Fed is going to continue to tighten and what that's going to affect the most is the cyclical (stocks).

Harvey Hirschhorn

The problem technically and psychologically is that we went ahead of ourselves. People have been chasing hot groups and hot stocks.

Philippe Gijsels

Technology stocks could possibly come down more. I think they still appear to be vulnerable, including some of the Internet top stocks, including some of the stocks in the software field.

Richard Mccabe

We've had a lot of good news in the last couple of months. Most recently, we had the Fed hold the line, we had another employment report that was reasonable and now we've had gold plunge -- all of which have been encouraging to the bond market. Stocks have come along with the bond market.

Charles Crane

I'm fairly bearish on the sector and I think industry sales will be weak throughout the end of the year and possibly even into early 2001. So I'm not recommending very many stocks -- just one stock, actually, in the group right now.

Linda Kristiansen

We saw a breakout, a fundamental breakout today again, on a lot of these tech stocks. There's a lot of support behind them. They're the ones making all the gains right now for the most part.

James Niosi

These are good, solid results with no surprises. But if you look at the stock's performance over the previous week it is down 10 percent against the market on concern that the issues in Alaska would stop the takeover of Arco.

Gordon Gray

We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned.

Cody Acree

It's basically a defensive strategy. Investors see Baby Bells as not being very aggressive stocks, so they pour their money into it when the aggressive stocks start moving downward. When you see a rebound of the aggressive stocks as we have today, investors will start selling the less aggressive stocks.

Matt Janiga

It has been on the stocks for several years, and originally it was conceived as a 20-screen cinema, but the bottom fell out of the cinema market and the casino issue raised its head at the same time.

Alan Bell

The potential for additional gains for stocks is limited given that we've had such a good run-up. We've been telling people to pare back a bit and reduce equity holdings.

George Vasic

He had an ability to see past next week, to pick out stocks other people wouldn't have found.

Peter Lawrence

I think the weakness in some of the small- and mid-cap stocks will be reversed early in the year.

Marshall Front

Food stocks are viewed as 'classically defensive,' meaning that the earnings hold up well across a dip in the economy, across a recession.

Jaine Mehring

Investors should take a long-term view and diversify. Invest a small amount in a basket of stocks, and hold them for at least two years.

Bob Grandhi

It remains a great environment for stocks, with a strong economy and interest rates staying low. But you're still subject to this kind of sideways trading for the time being.

Robert Long

The sale is probably the last one by a major bank, making it positive for the banking stocks overall.

Wataru Kasatani

The next phase of difficult news for tech stocks to digest over the next few months.

Tobias Levkovich

Foreigners have, thus far, made a lot of money by investing in Japanese stocks which were relatively cheap.

Hideo Mizutani

In general, they looked at tech stocks because those have been volatile.

Pat Schneider

This is the latest sign that the economy is slowing down, and because these are labor numbers, they're going to have particular weight with the Fed. This is the kind of news that could take some of the uncertainty out of the markets and get stocks going up again.

Bernard Baumohl

It was a similar story to what we saw in 1999 when it was dominated by a vary narrow group of stocks, Bell and Nortel, but outside of that there was quite a bit of weakness.

Doug Porter

With New York doing what it is doing and technology stocks strong, people in Tokyo have got slightly more interested in the stock market.

Paul Muller

We have two weeks of wheat stocks in the country.

David Govere

The retail investor is coming back to the technology stocks that they shied away from.

Nick Angilletta

It's like a car shifting gears. We're looking at a massive change in the market. Now, as far as my eye can see, you're going to see small cap stocks as the way to go.

Lou Ehrenkrantz

The equity market is still undecided about the overall trend of stocks. All in all the earnings so far have not been well received by investors and it looks as if stocks have to come down in price to attract investors.

Tom Hougaard

It is conventional but credible. There is no big announcement and that is why the stock's down.

Philippe Houchois

Our theory in the Internet is buy the street, not the store, ... We'd rather own the street instead of just an individual store on the street. And Earthlink certainly fits that bill. And again, relative to the other stocks, it's the cheapest in the group.

Tony Dwyer

It'll be slow in the first half for energy stocks.

Boone Pickens

The other thing is the redemption going on mutual and hedge funds due to declining stock valuations. We've seen a good level of liquidation recently where some of these funds that have been holding gold stocks are selling them to lock in profits. This kind of activity is still going to take a couple of days to unravel.

Amaury De Barros Conti

My thesis is not we're entering a bear market, we're entering a new kind of market. We're entering a market where the secondary stocks, which have less risks, and unpopular stocks will probably do very well.

Lou Ehrenkrantz

We have the minutes, then the financial report on stocks we currently own. We discuss the sale and purchase of stocks or any other action we want to take.

Marjorie Severson

Stocks are not reacting to good (earnings) news. Next week begins the real flood of what should be very closely watched reports. If the good earnings news is not able to buoy the market, it's because of interest rate concerns.

Terrence Gabriel

This has been a phenomenal year for tech stocks and a lot of people want to lock these gains in and ride this out.

Ozan Akcin

Companies are beginning to tell the markets they are going to take a hit from both Katrina and higher oil prices. Demand for stocks in the short term may slow down.

Tim Ghriskey

Picking your own stocks is like trying to diagnose your health yourself.

Joe Battipaglia

One of the contributing factors for the gains is the fact that gasoline futures came off the highs of the day. Any sign that the wallet won't be hit so deeply by energy prices is a cause to push stocks higher.

Paul Cherney

Selling was generalized across the market, with the most liquid stocks going first.

Celso Senise

Domestic financial institutions have incurred losses in the bond market and they are selling stocks to offset these losses.

Tatsuyuki Kawasaki

By first snow we expect extremely low stocks of heating oil and natural gas, with major pressure on refineries that need to (have maintenance). The fact is, some demand destruction is needed to balance this market.

Deutsche Bank

Bill Miller is someone who very much has embraced the new economy. But he's buying some old economy stocks because he thinks they look so cheap relative to the fundamentals.

Peter Diteresa

It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.

Hans Mosesmann

When the home re-sale numbers came out stronger than expected, it gave people the excuse of saying the Federal Reserve will continue to be more aggressive rather than less aggressive so let's sell the stocks.

Mike Holland

The only news will be the U.S. stocks. But on the geopolitical front, the upside risk is more than the downside.

Hiroyuki Kitakata

The people running tech stocks up think they're immune [to interest rates]. I'm a conservative guy. I don't think they're immune.

Nick D'ambrosio

With this change in the mood on Argentina, investors are buying Brazilian stocks almost indiscriminately as everything here is so cheap now.

Francisco Andrade

From a consumer perspective it's not an Earth-shattering event. For now, it's just another place where consumers can research stocks.

Asaf Buchner

I'm not sure how much farther stocks can advance given the outlook for rates.

Liam Dalton

Everyone seems to love bank stocks at the moment. Land prices are finally turning around, and with deflation near an end, Japan's recovery is well in place.

Masaki Iso

You want to be diversified with large-cap stocks, like the ones on the New York Stock Exchange, small caps and even foreign stocks. When one type is down, the others could be up.

Mark Maselli

I think if the convention is perceived as successful, and you see the expected bounce in the polls for Bush (versus Democratic nominee, Sen. John Kerry), that might reassure investors and prove a short-term positive for stocks.

Ben Halliburton

Without fresh good news on the U.S., the current account worries come back to the fore so people worry about the dollar. With stocks it's a question of how much good news is already priced in.

Lee Ferridge

Stocks will continue to rally. Companies are flush with cash for takeovers and this will continue to give momentum to markets.

David Stix

Energy stocks have been on fire, and the big gains they've posted will more than offset what people (who own these stocks) have been paying at the pump.

Andy Brooks

If you have three stocks that stay the same and one to pop, you're going to move.

Matthew Faltys

No one believes stocks can fall from here. Sure, we are sitting at the highest levels since 2001, but stocks really haven't gone anywhere when you consider the Dow was at 10,900 in 1999. From then to now, the Dow has struggled to return 1 percent a year.

Doug Ingram

It's a positive environment for Canadian stocks right now. We seem to be going into an extended cycle of rising commodity prices. Takeovers are creating a lot of action, supporting valuations.

Greg Eckel

There were signs both local and foreign institutional investors actively chased up these two stocks.

Jeffrey Cheng

We all know stocks are starting to look cheap. But it's like staring into a bottomless pit right now.

Kazuyuki Naito

For people who are not as daring as the momentum investors who have driven some of these Internet stocks to unbelievable heights, I would advise that they stick with more conservative .

Ulric Weil

That was the type of reaction that we were looking for from the Asia crisis...to have weakness in stocks at the same time you'd have strength in bonds.

James Bianco

[Because these portfolios are so large, they have to spread their dollars across many different companies. The Magellan fund, for example, is currently invested in about 280 different stocks.] The big funds are very well managed and very well diversified, ... They might fall as hard as the S&P, but there aren't a lot of big disasters there.

Russel Kinnel

When you look at any catastrophic event, it's a knee-jerk reaction to sell these stocks.

Michael Paisan

Commodity prices look sustainable in the short term. Analysts are expecting spectacular results in the coming mining reporting season in February, and if we see profits and cash flows coming close to expectations then we may well see the continuation of the positive sentiment in resources stocks.

Tim Barker

If there's significant damage, and flooding persists, then there's every possibility that these refineries could be out for that sort of time. There's a limited extent to which stocks can replace refining production.

Gerard Burg

Right now, the best thing to do is to buy stocks that are good values.

Bob Dickey

These stocks are pretty much earnings driven. If the earnings come through, I think the stocks are going to move higher and, on balance, I think we are in a healthy environment, which bodes well for stocks in this whole group.

Walter Winnitzki

We recommend taking short-term profit in stocks that may gain on technical rebounds until the political situation becomes clearer.

Sukhbir Khanijoh

These stocks which usually benefit from a weak yen couldn't react to it yesterday because the overall market was dragged down by the falling banking sector.

Hiroshi Sato

The dollar-yen relationship is still the forefront issue in most people's minds. There's a fear for both stocks and bonds that if the depreciation continues there will be less appeal for U.S. dollar-denominated assets.

Michael Gregory

The theme of mergers and acquisitions is going to remain a real motor for stocks. No industry is sheltered from it. Today is another demonstration of that.

Christophe Donay

This has been a little unusual in that Internet stocks have been selling off on a steady basis. Usually, you see the sector down 20 percent one day then up 40 percent the next.

Dalton Chandler

The oil rise benefits energy stocks, shares are fairly valued and we expect decent earnings this year.

Felix Lanters

It's a little premature for a downgrade like this when the industry is about to report earnings that are better than anyone expected. We're pretty neutral on the industry but selectively bullish on certain stocks. If anything, the sell-off has created even more opportunities.

Ruchi Madan

Analysts have always been biased. It's in their nature to be partial. They're covering an industry because they believe in that industry, and they're covering the stocks that are the best in the industry.

Joe Cooper

The pension fund will probably invest most of its allocation in domestic debt because Japanese stocks have had a good rally over the past year and the value of bonds is low. Some money may be used to buy overseas bonds.

Hidenori Suezawa

The bottom line is that the overall stocks are huge. But the tightening in stockpiles is finally beginning.

Jan Stuart

The local market just follows overseas stocks in rebounding, and the positive BEA results fanned hopes that other banks will also perform above expectations.

Alan Pau

We are not planning to release any government-controlled crude oil stocks at this time.

Shoichi Nakagawa

Fundamentals will probably be in line with expectations but that won't be the catalyst to move these stocks.

Frank Barkocy

When stocks are attractive, you buy them. Sure, they can go lower. I've bought stocks at $12 that went to $2, but then they later went to $30. You just don't know when you can find the bottom.

Peter Lynch

Ford Motor warned Friday and that type of news is pressuring stocks.

Timothy Ghriskey

Is that because of day trading, or is it just that [investors] picked the wrong stocks, ... They're buying and selling stocks in the most efficient manner.

Harvey Houtkin

We've gone from comfortable U.S. gasoline stocks to average and seem to be heading very clearly toward the low of the range. The market is worried about that.

Deborah White

AIM has traditionally been known as a growth shop, but it has very good value offerings too. Stanley is a value investor who currently has fewer energy holdings than his peers because he thinks those stocks are trading at peak levels.

Karen Dolan

From 1991 to 1995, it was a very successful small-cap growth fund. As it got more attention and a greater inflow of money, it became difficult for (fund manager) Gary Pilgrim to continue focusing on small- and mid-cap stocks.

Paul Herbert

I think the sector is cranking along and there's a couple of stocks that will do well out of that disaster (the destruction in New Orleans).

Matt Willis

What we were warning before was that stocks were getting low. Today we are saying stocks are gone, and the end-point has been reached.

David Shearer

Capitulation isn't a one-day phenomena. I'm in the camp that you have to get a wash-out and I'm telling investors to rotate ? the world doesn't revolve just around technology stocks.

Ralph Acampora

We've always had periods when something came in vogue, ... This is different because of the Internet. It keeps on going and the riches just keep astounding everybody. All the traders that come up today naturally gravitate toward Internet stocks.

Yale Hirsch

Domestic investors underweight on Japanese stocks will highly likely enter the market from April.

Teruhisa Ishikawa

Things are looking great for retailers, surprisingly so. Retail stocks are usually sleepy and nobody really pays attention to them. But the chances of a first quarter earnings surprise, on the positive side, are very great right now - across the board.

Patrick Gallagher

The rally in stocks is hampering bonds. Investors also have become risk averse ahead of the fiscal year end.

Masato Fukasaku

The average investor may have exited the market post 9/11, but these households simply stayed the course, letting their investments regain value over time. This strategy is starting to pay off. Some investment losses were offset by gains in real estate, but for the most part, ownership of stocks and bonds remained fairly stable.

Jeanette Luhr

Concern about deflation makes bonds look good relative to stocks.

Michael Cloherty

Institutions are the thundering herd. That's where the real vulnerability comes in. Money is already put on the line with these stocks as opposed to being on the sidelines waiting to come back in.

Bernie Schaeffer

This is a market that will not do what may be obvious. It's sentiment-led, rather than value-led. If we stabilize, people may try to cherry-pick in blue-chip and growth stocks, but if we head lower investors may get defensive again.

Jerry Evans

Most analysts expect it to be a bumpy earnings season. A few negative surprises could cause a little indigestion for stocks.

Charles Crane

Since gold prices are stuck in that range, gold-mining stocks are not going to move very much either.

Joe Ismail

The Canadian market will continue to focus on oil and follow energy stocks up and down.

Todd Johnson

The question today is more opportunistic. The question is exactly where can I be a buyer of America Online ( AOL ) or some of these other stocks that have been weakened?

Richard Cripps

The percentages say that the day after Christmas, the market goes up. Eighty percent of the time, stocks rise.

Jim Waggoner

Insurance stocks are way up -- Protective Life ( PL : Research , Estimates ) not so much. It's had kind of a mediocre year in a stock performance. And I think that is one of the better values left. Among other things they are strong in prepaid dental insurance.

James Schmidt

Commodity stocks are moving in line with the prices of raw materials. Higher commodity prices are feeding through to earnings.

Masayuki Ito

There are probably 20 different stocks ... I will be bargain hunting, ... on how they react to the upcoming correction.

Robert Fitzgerald

This is really what we needed to keep this rally going. The Fed seems to be recognizing that there may come a time to stop raising rates, and that's very good for stocks.

Scott Wren

Although the market closed with a loss of over one percent on Friday, investors are taking a positive view of heavyweight new as well as old economy stocks.

Deepak Shah

The sentiment is terrible for technology stocks right now. We were overbought and now things are moving back to normal.

Duco Frie

The jury is therefore still out as to whether this was just another mini correction or whether more selling will follow. The wider markets are showing some strength, equities are heading higher, mining stocks are showing some strength.

William Adams

A year ago, people were making lists of Bush stocks and Gore stocks. Bush stocks were easy to pick -- they were stocks oppressed by the Clinton agenda, such as tobacco, or ignored, such as defense.

Charles Gabriel

The gasoline barrels from Europe might take two weeks to get here. Things will get worse before they get better because stocks will be tighter.

Aaron Kildow

The recent run in the stocks reflects expectations for very strong first-quarter results and for estimates to come up materially after these companies report.

Steve Weinstein

A lot of the large growth stocks are taking a breather.

Christine Benz

There are opportunities to invest in these stocks even given the uncertainty because they're strong companies and they're poised to recover when things start to look better.

Linda Bannister

The slide in stocks is a positive for bonds. Further stocks declines will damp individuals' sentiment and could affect growth.

Yoshihiro Gake

I've got two kids and I don't want to burden them with that kind of expense when I'm 75 or 80 or 85. People with houses, stocks, savings, retirement funds, they may want to look at this. That's what drives the middle class to think about long-term-care insurance, to preserve estates.

Scott Parkin

The S&P 500 stocks looked cheap compared to everything else.

David Tepper

Strong demand for digital consumer electronics such as flat panels and mobile phones is helping to make people optimistic about technology stocks.

Koji Uchida

This market is acting just like late stage bull markets have always acted in the past. What we have here are stocks that represent growth, not value. We have fewer stocks advancing and fewer groups, although it's broadening a little bit.

Vincent Farrell

The view that borrowing costs in the U.S. will keep on rising is weighing on stocks.

Minoru Takada

Most of the bad things are happening now, and things do get brighter at the end of the decade. They are still a lot people on the sidelines who would rather wait and miss a little bit of run-up, but get confirmation [later on] that those stocks are going to strengthen.

Jon Lecroy

Institutional sentiment still wants to be long the market. It wants to be long semiconductor stocks, regardless of what Intel had to say.

Michael James

The Internet professional service stocks have been devastated in the last few months and this could dampen the debut of Resources Connection in the short-term.

Matt Zito

Lower stocks overseas, news over the weekend about the war effort that is less optimistic than a few weeks ago, Argentina could have a domino effect, and in general none of the economic numbers give any optimism for a quick bounce back.

John Santoro

I think the high growth potential in technology stocks is better than traditional stocks.

Kenny Tang

People are enthusiastic. This is a good sign. It's encouraging to see stocks trying to claw their way up, but it's hard to tell if it will last.

John Roque

Once the equity market sees the end of the economic cycle isn't too far away, people will be more comfortable buying stocks. The market will probably retrace a lot of its lost ground. I think there will be a December rally that will carry through first and second quarters of next year.

Larry Smith

Those new stocks haven't really helped all that much, but I don't think they've actually hurt all that much, either. Their formula for picking stocks isn't the end-all, but it's what people know.

Yale Hirsch

There's definitely been a shift in psychology toward buying equities instead of selling them. People have decided that even though it's going to be a slow recovery, it's better to be in stocks than in bonds.

Jim Volk

People were expecting weak retail sales, they were already in the stocks.

Jim Volk

I think it's a great time to find buying opportunities in names that you can revisit, ... It's a lot easier to buy stocks as they're coming towards you rather than running away from you. It's a good time to sharpen your pencil and go after some of these names that have kind of run away on valuation.

Brian Clifford

I'm expecting the market to open mixed. Chip stocks might fall.

Knut Hochwald

The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment all showing improvement. There are more than enough reasons to expect that domestic demand-related stocks will rise further.

Hideo Arimura

We're in a bit of a hiatus period here. Earnings for the first quarter are out and that's already in the market. The Federal Reserve did what it was going to do and that's in the market and we've got a neutral position in the short term for a lot of stocks.

Phil Roth

Investors you should buy a mix of both old and new economy stocks. I don't think you should stick all of your eggs in any one style basket these days. I would also spread my risk between small stocks and large stocks.

Charles Crane

We've held out that, as you move through the third-quarter earnings, the companies that report will show strong growth, ... Stock prices have been so compressed that it give investors reason to step in and pick up stocks at depressed prices.

Kevin Caron

If we see a recovery this year and it becomes a stronger one than we expected, that will adversely affect bank stocks like they did in 1994 and 1999.

Gerard Cassidy