Where people make a mistake is that they think high-quality companies will translate into high quality stocks, and that often is not the case. With a popular company, you get high expectations and that can push things up so that the stock is not worth buying for awhile.

Nick Raich

The greatest mistake that people have made over the past three-to-six months regarding tech stocks is failing to listen to what the market is telling them.

Todd Campbell

Gasoline stocks are going to become tight. We're going to see May and June contracts above $2.

James Cordier

We're going to see refineries further ramp up gasoline production as they come back on line. Concerns about gasoline will fade as this results in increased stocks.

James Ritterbusch

I still think there might be damage in some of these tech stocks, so I'd be a little careful there.

Frank Gretz

The PC stocks should do well in the second half of this year.

Art Russell

Earnings have been better than expected. Investors are confident and there's a reallocation of assets in favor of stocks.

Matthieu Giuliani

It's an investment, ... Some people do stocks and bonds - we do toys.

Tom Fuller

It was a combination of long liquidation and fund selling. We do see rising copper stocks and that is some of the impetus behind the recent pressure.

Dave Meger

The third quarter corporate results are very good this time, which so far found very little reflection in stock prices. Stocks are cheap and people are buying in a calmer market to fill year-end portfolios.

Andre Caminada

For me to get worried about the stock market, you have to show me signs that corporate bonds are getting weak and all this debt coming due isn't going to be rolled over. If you can't roll the debt over, you have to start valuing stocks on an asset basis. If you can roll it over, you have to start valuing it on an operating earnings basis. There's a huge difference in price between those two.

Brian Reynolds

At the end of last year, we couldn't find stocks to buy in Japan. Now we're seeing a lot of changes in management and other areas that we've been waiting for. This is a major change for us. I've been a big bear in Japan and now I'm turning.

Leah Zell

Liquidate labor, liquidate stocks, liquidate farmers.

Andrew Mellon

With commodities prices still firm, these stocks should continue to benefit for some time. Commodities stocks have been leading the charge the past quarter.

Hans Kunnen

I think there's a lot of danger in just staying with the largest companies. The perception is that if you only buy the big stocks, they always go up. We've seen historically that that's not the case.

Dan Veru

These insurance stocks are very highly geared to the market and when the market falls they come right down with it and vice versa.

Robert Kerr

Mexico's stocks and currency did not lose as much as other markets in the region on news that the Argentine government's plan may be in trouble.

Todd Edwards

The weather is cooperating and helping us replenish supplies. The speculative frenzy that followed the hurricanes has cooled down. Lower refinery operating rates have led to rising crude-oil stocks as products have arrived from elsewhere.

Michael Fitzpatrick

We're focusing much too much on what's moving, which at the margin are the kind of that are negative for stocks and forgetting what's really crucial here. The fact is we are in an excess supply of money relative to the needs of the economy and corporate earnings growth will in fact be quite good in the third quarter.

Aaron Hill

The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.

Ted Parrish

Earnings remain fairly strong, and stocks are still inexpensive when compared with other asset classes. Many stocks in the tech, financial and telecommunication sectors remain inexpensive when compared with other asset classes.

Rick Campagna

It is not too late. The wounded will need long term care, and the hospitals' stocks are quick to run out.

Fadela Chaib

You'll see a lot of stocks take it on the chin. It's happening to dozens of Internet companies.

Paul Wick

We may be early here but we're also adding money to the semiconductor stocks, which have been volatile to say the least. It's better to be early than to miss the ride here and we don't see a lot of downside.

Jim Gribbell

I like energy stocks very much. There isn't much supply coming on stream at the moment and the demand is there.

Roger Nightingale

Mill land stocks have gained fresh momentum. It is advisable to go long in them on any decline.

Simi Bhaumik

These cult fad stocks always end up in disaster.

Ivan Feinseth

Small cap value stocks are the lesser known part of the small cap market, and they're very different.

Satya Pradhuman

With most shops, and certainly with the bigger ones, the stocks and bonds people are pretty much separate.

Sarah Bush

The bellwether stocks aren't performing; the path of least resistance is down. Some real technical damage was done.

Dan Hogan

We are in a period of increased volatility in resource stocks, mainly because commodity prices are at record levels. People are generally uncomfortable when these new levels are reached.

Adam Dixon

People are beginning to believe more and more there will be a rate cut and that Greenspan's testimony will indicate that's what is going to happen. So you have the financial stocks very strong on both sides of the border. The Dow really takes off and the TSE joined the party.

Josef Schachter

Wal-Mart carries a lot of electronics and Christmas was coming up, so we decided to go with it. We traded stocks once a week and would check our portfolios almost every day.

Sean Foley

Green coffee stores up to three years. It does not deteriorate and can be kept until the price is right for trading the stocks. It's a matter of money.

Alistair Macnab

While stocks once again saw significant draws, the market's focus is currently set on seemingly weaker demand.

Doug Leggate

In the next six months, metal stocks could rise another 30 percent to 40 percent on average.

Wang Zhixiang

A lot of the higher profile names were too expensive for us to begin with. But if you take a long-term view of China, it's a great place to be. We do own some stocks there that are still reasonably good buys.

Wendell Perkins

The market is kind of not doing anything. That's probably going to be the case for a while until we get a sense that everything's OK, or we get bad news, which I think is more likely than not, ... Then I think the stocks will get hit and knocked down to another level.

Barbara Allen

We're just in a holding pattern. I don't see any catalyst on the scene at this point to get stocks going.

Jim Volk

The subpoena seeks 'all' unpublished 'communications,' including e-mails and phone records, between me and people and organizations I've quoted - and at least one I've never quoted - regarding five stocks.

Herb Greenberg

This is something that had been expected to come at some point. The outlook change will do little for stocks.

Masatoshi Kikuchi

I don't think there are any investors who can say with confidence that 20-year bonds are a great buy with stocks rallying. It's natural to see some selling of bonds ahead of the auction.

Yoshihiro Gake

With the Dow and Nasdaq having moved up the way they have, it's only normal to see a bit of a pullback from time to time. But you still have a lot of seasonal factors to come into play. November through January has historically been great for stocks, and I think it will be almost a self-fulfilling prophecy as investors start trickling back into the market.

Michael Sheldon

We've had a 15-year bull market. People's belief in stocks as a place to put their retirement money isn't going to die slowly. I don't think the market is going to fall away right away. But I think what it means is there is going to be pressure on (stock prices).

Ken Heebner

We have the forces and can get there quickly, ... We know what kind of stocks we have. We know there are 150,000 MREs (Meals Ready to Eat) right here. We have water. And all those things can move very quickly by military air both by National Guard and active forces, to any place around the islands.

John Kelly

Earnings have been good and there's still room for European stocks to move higher. There are no major areas of disappointment.

Michael Rachor

What's going to drive stock gains going forward is the earnings, and the current crop of earnings may have already been accounted for. I'm looking for the earnings in the second quarter and particularly the second half of the year to drive stocks higher.

Kevin Caron

For the last several years, cyclical stocks haven't worked no matter what it is.

Don Hays

I think the market is witnessing a snowball effect with many investors, who are basically speculating, preferring to sell rather than hold on to their stocks.

Ali Al Nimesh

What the market is having trouble with isn't that business is bad but that tech stocks are expensive. We're not sure whether the level of earnings is good enough to move stocks even from here.

Mark Herskovitz

There's a lot of nervousness with what interest rates are doing, ... Financial stocks are up 3 percent one day and down 3 percent the next.

David Dreman

Earnings are now the focus as results will be an indication of companies' future profitability. Banks will benefit from increasing capital spending and their stocks are still cheap.

Tomokatsu Mori

It's not so much what bonds need to do. The focus is stocks and what that market does. Stocks need to re-introduce the element of risk and fall 10 percent off their highs to make bonds look good.

Jim Bianco

Any time you see a substantial deviation in returns with a fund compared to its category, it's usually because it's taken a substantial risk to get there. These funds aren't less risky now. It's just that the stocks they've invested in have finally started to come back.

Christopher Traulsen

Looking closer at the entire group, I think the clouds will clear on drug stocks sooner than on Merck as an individual company, ... Yields are attractive for the entire group.

James Denney

The main story is still fund money. Stocks are low.

Robin Bhar

Investors are actually willing to pay a premium for stocks of companies that have a governance framework in place.

Brian Cleary

I think the pullback has been way, way overdone. And, as the stability in the region seems to be gripping the market, these [bank] stocks have not come back all the way at all.

Patricia Chadwick

People are concerned that if there's a big drop (Friday) on Wall Street ... this market will also follow (U.S. stocks) down.

Robert Owen

Sitting on the market has been this 800-pound gorilla, King Kong of the Federal Reserve, and when you remove this gorilla ... I think stocks can work their way higher.

Jon Brorson

Some of the sectors that have gone so far like miners and the oil stocks are due to come back a little, and it doesn't take much in those big sectors to take the index down.

Roger Cursley

I think some people forecasting [profit growth] in the single digits are being conservative, which is a good thing when it comes to stocks. They are lowering the bar, which allows companies to meet or exceed estimates.

Nick Raich

These stocks were grossly oversold last year and the first quarter of 1999, to be perfectly frank. People were too negative and they were throwing out the fact that we do need energy in our society.

John Segner

There are some groups of stocks that always key off of one another. The solid names are the solid areas.

Alan Hoffman

I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.

Rick Whittington

In this case all that has been achieved is that the state has influenced an investment decision in the directions of stocks and bonds rather than property.

Ian Davidson

We believe we are in the second half of a semiconductor-cycle decline. The bias should be toward building positions while being price sensitive. We believe downside risk to equipment stocks is less than potential 12-18 month rewards.

Shekhar Pramanick

The message this week is pretty simple: People are looking for an excuse to buy stocks rather than sell stocks. A year ago, $70 oil would have been the death of us; today, the market is able to digest it and look for positives.

Ryan Larson

Our Overfishing Scorecard shows that when managers prevent overcapitalization of fishing fleets and set and enforce responsible limits based on science, they can make progress in ending overfishing and rebuilding stocks. However, when fishing is allowed to exceed scientific recommendations, fisheries managers are putting our future at risk.

Mark Powell

The market is now waiting for the U.S. government's oil stocks data. If there are any surprising declines in U.S petroleum stocks, crude futures will likely try to breach the $62 mark again.

Ken Hasegawa

We believe most investment decisions on defense stocks should have a short time horizon -- certainly less than a year -- coupled with cheap prices and bad investor psychology.

Joe Campbell

If anything has changed, the market has become increasingly volatile. I've got two stocks up 19.5 percent and one stock down 21 percent ... A few years ago, I would have panicked at that. Now, it's a normal day at the office.

Bob Turner

I don't think it's very surprising that financial stocks would be up in this kind of environment, they often lead a turnaround. If the rally continues, they will continue to rise.

Reilly Tierney

We've gotten to the point now where these companies are well positioned in the generation side to make money, but you're going to have to follow the industry closely to know which ones and when to get out of them, ... It may sound self-serving, but I really believe that investors should probably not buy individual utility stocks and let a professional money manager do it for them.

David Kiefer

It is true I have not been killed or crippled, been a loser in the stocks, or had to forswear my fatherland, but I have not quite gone free and have a right to say something.

Isaac Rosenberg

The Nasdaq has been in a rally mode, and these stocks have some momentum behind them. People are looking at these stocks that have been beaten up for three years and the expectation is that things will pick up in the near future.

Barry Berman

Profit-taking in many China stocks ... drove the market as well as H-shares into negative territory.

Castor Pang

Expectations have been awfully high on the chip equipment stocks.

John Rutledge

We are seeing investors get out of oil and mining stocks and back into banks and financials.

Justin Urquhart Stewart

The market's got a great tone. Liquidity has taken off. We're seeing a rotation into some of the second-tier stocks. That tells you there's a rally on.

Tom Delzoppo

Some of the 'new economy' stocks are looking a lot more interesting these days. I think some of the biotech stocks might be worth a look. That's a big, big area, with all the developments there. There are a lot of new products coming out.

Kevin Bannon

Finally people are recognizing the economy's in good shape and so are profits. You have rates rising slowly, but you still have a recipe for strong earnings. This actually is good for stocks.

James Swanson

It's just 30 stocks, ... It is generally positive, but overall it doesn't change the position of institutional investors or individual investors for that matter.

Gus Sauter

Prices of utilities and other stocks have reached levels that don't look sustainable at the moment, given the overall economic environment.

Guenter Senftleben

We urge people looking for a quick fix to this problem to be realistic. This process is neither quick, nor a good permanent fix. Resolving the sea lion issue and protecting Oregon's fish stocks will require an act of Congress, not an act of this commission. However, we realize this is a serious problem and seeking federal authority to manage it is an important step in the right direction.

Marla Rae

All of these seemingly unrelated people were trading in the same stocks. They were lesser known stocks one wouldn't expect them all to be trading together.

David Markowitz

Media is becoming much more important now that people have broadband at home and mobile telephones that can receive content. Media stocks are going to ride a wave of growth that is only beginning.

Philippe Gijsels

We're long on autos, short on oil stocks.

David Sowerby

We had a reasonable move in some of the tech stocks and Nortel had a very lackluster one and that's not healthy.

Gerald Vincent

Good earnings never hurt the market, and some of the results from the companies that reported yesterday are strong enough to sustain the buying momentum in stocks.

Barry Ritholtz

Valuations are a little high and the stocks are a little ahead of themselves.

Michael Fowler

These stocks historically have price-to-earnings ratios in the high teens to low 20s, an I expect they'll return to that level.

Scott Stember

Now, if anything, you should be buying these stocks because if anything, (the weakness) is going to be reversing itself.

Gregg Hymowitz

With distillate stocks at a 14 million-barrel surplus, the forecast for colder temperatures isn't providing much support. It is too little, too late.

John Kilduff

Election years are typically not good for tech stocks. I'm not sure why that's the case.

Mark Herskovitz

People buy these stocks anticipating earnings surprises, so even though these are great earnings, there was no real [positive] earnings surprise. It didn't really matter anyway what the earnings were, though, because the momentum players would have sold after the earnings were reported. They buy on the rumor, sell on the news.

Glenn Engel

There are a lot of companies that go through seasonally strong and weak periods, but (their stocks) don't necessarily perform better or worse during these peaks and valleys.

Mark Cavallone

Yields aren't high enough to entice investors. I see little reason to buy bonds as stocks are looking bullish and the economy is on a recovery track.

Yuuki Sakurai

If the stocks are really factoring the move in the gold prices, stocks would be a least 10 percent higher than they are right now.

Victor Flores

There's no unilateral belief about tech stocks. People are confused and somewhat justifiably.

Arnie Berman

The large cap tech stocks in particular are really looking very, very attractive right now. At the moment, the small investor can start to step in, albeit slowly, because when these things begin, they don't typically turn right around. We could be looking at you know a weak quarter. But some of the large cap quality growth companies look very attractive right now.

Grace Fey

It's not too unexpected to see some profit-taking. At the same time, a correction like this is pretty normal, especially for technology stocks.

Alex Cheung

Everyone is nervous. Not many investors were expecting further rate increases, but now stocks are being sold on that basis.

Michael Birch

Increases in copper and gold prices created new room for commodity-related stocks to rise. Their earnings prospect is quite solid.

Tsuyoshi Nomaguchi

We had nice strength early, and then bonds reversed and stocks followed. It's certainly a bit more choppy and wide-ranging than you would expect to see. The technical picture has eroded from positive to neutral.

Greg Nie

I don't plan on making money in tech through M&A. Investors should look for tech stocks with good valuations and good organic growth.

Sunil Reddy

Koizumi's victory triggered a rally in stocks and fueled optimism about an escape from deflation.

Jun Ishii

Between now and the end of the year we are going to see a decline in activity, with lots of balancing in portfolios, which may push some stocks down.

Martin Yokosawa

There are stocks that are so cheap and many of them are trading below their cash value.

Jim Mccamant

There's weakness in the technology stocks that have been helping the market very visibly.

Greg Nie

And if you then want to play it yourself, you better understand accounting. You better understand discounted cash flow because stocks are not lottery tickets. They are real companies and eventually they can only grow as far as their real earnings, not their fictitious earnings.

Robert Olstein

It's been a matter of lack of supply. At the beginning of the year, there were not a lot of pure Internet stocks. By the end of the year, with more companies going public, that pushed up the supply. Next year we'll see more companies go public. But it will be tough to distinguish the real Internet companies.

Mark Cavallone

Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be.

Guy Stern

It has been more stable than most stocks out there, but in the telecom environment -- as it develops with rapidly increasing regulatory and rapidly increasing technology changes -- AT&T will definitely be less stable than it's been.

Richard Klugman

Solar stocks as a group are probably up 4 to 6 times more than most of the commonly followed indices.

Ron Pernick

Technology is really driving the market but we are starting to see a focus on energy. I like these stocks and it looks like they will continue to perform well. I think that group has made its bottom and it's going to start to slowly work higher.

Roy Blumberg

Oil has continued to firm. That's bullish for the two stocks, which were also helped to a certain extent by the slightly weaker rand.

Warren Hammond

A recent article in Science has shown how a marine protected area in shallower habitat has been effective. Additionally, we have seen the call for reduced fishing mortality on deep-sea stocks in the Northeast Atlantic and believe that could be an appropriate conservation measure.

Jennifer Devine

When economies do well, stocks do well so people have higher prices to use as currency.

Joel Gomberg

Rotation is indeed a reality but, if the economy is doing better, tech stocks will lead it because they are the new industrials.

Joe Battipaglia

The fact that investors are chasing commodity stocks on the back of higher oil prices, instead of selling stocks outright, suggests that market sentiment is quite strong.

Hitoshi Yamamoto

We're in a very negative phase with the stocks right now.

Doug Arthur

Typically stocks don't do well in the face of rising interest rates so I don't think anyone is going to get rich.

Louis Holland

I expect the integrated oil sector to help support the market if it goes down. Aside from the fact that oil prices are expected to be volatile, a lot of these major oil companies are big defensive plays. I expect to see a move into the integrated oil companies stocks throughout the course of next week going forward.

Bruce Lanni

These stocks are home runs. People can choose what they want to do with their money. If they understand what we're about and what our objectives are, they're comfortable with what we do and our long-term objectives.

Peter Langerman

With the Fed raising rates, the more speculative tech stocks start to fade and the good-old favorites come back in style. I think investors are going after safer but still strong companies.

Dennis Mckechnie

As the major indexes move near four-year highs, there are some risks for stocks. But the economy is growing at a solid pace, as the payrolls number showed, bond yields remain low and there is still excess of capital out there, looking for good returns.

Ben Halliburton

I think there was some minor selling pressure on telecom stocks as the market continued to see a weaker European telecom sector due to the high cost of Germany's third-generation mobile-phone licenses.

Andrew To

The report prompted speculation that charging lower interest will hurt consumer lenders' earnings. It's difficult to buy the stocks when we cannot confirm how they will secure profits once the regulation is tightened.

Junichi Misawa

You know, you always learn more in a bear market about what the new leaders are going to be than you will in a bull market. And in the most recent declines, certain segments within technology have held up very well and have shown excellent relative strength. This means that, basically, these stocks are not being dumped on a wholesale basis - they're actually being accumulated.

Dan Veru

The price AIG is willing to pay suggests that expected property values in the area have been too low and developers' assets are worth more. With deflation in Japan finally at an end, property stocks look like a buy.

Koji Uchida

A few alternative-energy companies are going after the right markets but that doesn't mean you should go buy every name in the sector, ... Investors need to be cautious about chasing the stocks.

Dr. Sanjay K. Jha

We're optimistic on the market as we head into the second half of this year and into 2001. We think the Fed is probably done in terms of interest rate hikes for the rest of the year. At most, we could see another 25 to 50 points [in] hikes. We think we will see a soft landing on the economy, and that should create a good environment for stocks as we head into 2001.

David Presson

Going into January, large-cap stocks had been at a historical high, whereas small and mid-caps were almost at a historical low in valuation.

David Pearl

If the next premier after reform-minded Koizumi raises concerns about slower progress in structural reforms or debates about the consumption tax, it would be negative for Japanese stocks.

Kazuhiro Takahashi

Way too many people have been saying this. I'm even getting people asking if the Fed is buying stocks, which is just too weird.

Brian Reynolds

In the highly tradable sectors you have seen a lot of convergence in how stocks perform by sector. The classic example is Nokia, Ericsson and Motorola. They all suffer and boom together.

Brian Portnoy

Reducing out-of-stocks is an example of the portal's usefulness with RFID.

Christine Wan

The universe of stocks we'll contemplate buying are growth companies.

Stephen Silverman

There's some nervousness about the hurricane, that it might slow imports, and concern that gasoline and heating oil stocks might fall more than expected.

Sam Tilley

Nobody wants to build positions. Our closest neighbor's problems hit the market and even stronger U.S. stocks did not help. Until things get settled there, we will follow the stream.

Helio Ozaki

A positive outlook on the economy is boosting cyclical stocks today, and sectors like real estate are being bought.

Kazunori Jinnai

I have a target price for UPS at 60. But sad to say, most transportation stocks are so far below what I think are fair target price, that it doesn't stand out as a bargain.

Paul Schlesinger

We're seeing stocks coming slightly off their highs here.

Kevin Flanagan

Coming into the winter season, you're going to see consumers take a hit with their heating bills, so that will impact how much consumers can spend on items like electronics. I have concerns about the macroeconomic picture, but these concerns are already reflected in most chip stocks' prices.

Amrit Tewary

It's been a difficult environment, but it's time to own these stocks.

Chris Mchugh

Already we are seeing e-mails touting stocks on the basis of hurricane activity in the Gulf (of Mexico).

Susan Wyderko

Based on the relationship between the stocks-to-use ratio and price since 1998-99, a price of $2.51 implies a 2006-07 year-ending stocks-to-use ratio of 8.8 percent. In comparison, the current projection of the stocks-to-use ratio for the 2005-06 marketing year is 22.4 percent.

Darrel Good

If we don't do something about it, more and more of our stocks are going to be dropping off from the index.

Yusli Mohamed Yusoff

Don?t buy stocks based on tips. If the stock is going up and everyone is buying it, it?s a good chance you are too late.

Martin Bates

I still prefer technology stocks. The tech sector is still the place were the earnings momentum is.

Courtney Smith

I think to a certain extent it's a bounce. These stocks have been down quite a bit.

Marc Klee

The strong Nasdaq rally pushed domestic tech stocks up in the past week and now there is some ongoing consolidation.

Kevin Lin

Real estate prices have somewhat moved in tandem with the stock market, and it's no coincidence real estate prices in Palo Alto (Calif.) have gone through the roof as technology stocks have gone through the roof, ... There's absolutely no doubt you can potentially make money if the market goes up.

Ross Levin

There are people with half of their money in the top 10 stocks.

Richard Marwood

There's a long-term story of a supply-demand imbalance in commodities. The positive story for the stocks is still in place.

Paul Morgan

People are reluctant now to buy stocks with heavy losses. If you have heavy losses, the eagle eyes are out.

Jeffrey R. Hirschkorn

If AT&T's stock drifts lower, it is a factor, but not a deal killer. These stocks have really jumped in terms of where they were.

Daniel Morgan

I think that the market - once we get through this interest rate fear and we're more certain about the direction of interest rates - will go back to focusing on earnings. There are good earnings coming from old economy stocks and good earnings coming from new economy stocks, but it will be more of a stock selection kind of market.

Grace Fey

There's a lot of weakness in U.S. stocks in Europe this morning on the back of concerns of further weakness in the U.S. today. Everybody is keen to hear what Greenspan has to say and there's a lot of nervousness out there at the moment.

Tamzin Hobday

This [was] an expected recovery from yesterday's selloff, ... The only thing keeping people invested in stocks is that the [Treasury] bond yields are quite low. So there's no other alternative.

John Pickett

Diligently check out stocks before investing in them.

Bob Webster

For me the greatest source of income is still movies. Nothing - stocks, financial speculation, real estate speculation or businesses - makes more money for me than making movies.

Jackie Chan

Another day, another record for the market. Again its the usual suspects for the stocks that lifted the market ... the ones that have consolidated the market above 5,000 points.

David Halliday

I would sell the stocks that have that kind of multinational exposure. It's just like trying to catch a knife in mid-air. We don't know how far down it's going to go.

Dan Veru

The prospect of an aggressive U.S. interest rate hike has made high-tech stocks look like a safer haven.

Tetsuya Ishijima

We are now seeing a clear improvement in the European economy, and that should pave the way for stocks. Growth should have a nice effect on earnings this year.

Patrick Casselman

That may not be the case in the second quarter because of the shift back to 'old economy' stocks ... You live by the sword, you die by the sword.

Alexander Paris

Friday's turmoil in global markets looks set to continue to exert a dominant force on the foreign exchange markets. The usual trend when U.S. stocks fall is that the U.S. dollar suffers.

Craig Ferguson

We're very seasonal. Our calculators, which are used in the math and science classrooms, are on teachers' [school supply] lists that get passed out in the August-to-September time frame. So initially, we'd like to [use RFID to] prevent out-of-stocks and keep products flowing during that key back-to-school season.

Keith Hodnett

European gains should take away some of the doomsday mentality, but investors will be jittery wondering how U.S. stocks will react. There's still much selling left undone.

Yutaka Miura

We're going to see more software acquisitions at higher valuations. Stocks naturally will trade higher when you raise the bar.

Patrick Mason

I think the Dow will hold up fairly well. The stocks are much cheaper (than Nasdaq issues), and the supply-demand conditions in the businesses are much more positive.

Joseph Mcalinden

A lot of tech stocks that were 'Steady Eddies' were not subject to hype. They were boring stocks. But those stocks had strong top- and bottom-line growth.

Todd Campbell

One can expect a lot of consolidation to happen in this sector. The stocks should move up from current levels.

Arvind Pruthi

One message we get is that the stocks people buy when they're scared -- basic materials, beverages, foods -- did not do as well. Investors are more optimistic about the economy.

Hugh Johnson

We remain positive on stocks. Profits have been upgraded, and the economy hasn't slowed. This gives investors confidence.

Pierre Chevallier

We maintain our overweight rating on the integrated oil sector, believing that the stocks are only pricing in, on average, a $41-a-barrel crude oil price.

Jean Jacques Rousseau

Both stocks are expensive on any traditional value measures.

Philip Remek

Video game stocks are going to continue to be very good performers because there's a lot of new hardware platforms coming out.

Mark Greenberg

The outlook for technology stocks is becoming increasingly positive. Hewlett-Packard released some good numbers and it looks like this is becoming a very good quarter for Dell.

Alex Neve

The metals, housing stocks and oils are creating a significant psychological overhang.

Michael James

Companies are finally putting their money into play and that is a vote of confidence in the strength of the economy and a positive for stocks.

Jim Awad

Stocks have been losing steam as a result of higher rates and higher energy prices. We could see a continued correction in prices from now until the next earnings season.

Carl Birkelbach

When they're not likely to live more than five years, you've got to question whether they need to be in stocks.

Harold Evensky

Small-cap stocks have continued to do well relative to large caps and higher valuations result in fewer compelling investment opportunities. Although the first increase did slow cash flows, we believe that further inflow reductions are appropriate. We may need to reinvest dollars from some winners into stocks we think are more attractive. Reduced inflows will create more flexibility to do that.

Chuck Mcquaid

The decline in oil helped (stocks), as well as the hope that maybe the Fed will be finished raising interest rates.

Peter Boockvar

This is a great sign for Internet stocks and small caps, ... certainly overvalued.

Paul Bard

Stocks now become more attractive than bonds and companies will have easier and cheaper access to funds. Corporate valuations also become more attractive with the use of lower discount rates.

Yarek Aranowicz

Technology stocks were bought as some news, like that about Toshiba today, surprised investors who weren't expecting much from the industry.

Hideo Arimura

It will be a boon to stocks and to capital investment. Increasing the stock market will give business confidence a very big shock.

Jerry Jasinowski

If you look at the lead we've built up this year versus the benchmark and our peers, it came during the period when tech stocks were undergoing a sell-off, ... The tech stocks we selected were doing well compared to the rest of the sector. They held their ground.

Scott Evans

What you're seeing is the same old, same old: too much money chasing too few stocks.

William Mattison

We owned 10 percent of Cisco when it first came out. The fluctuation of the stock was 55 percent. Yet we had a thousand-fold gain in that stock. These corrections come with the territory. The stocks get ahead of themselves and they correct.

Alberto Vilar

I was bearish on U.S. equities earlier this year but have now turned positive. Stocks are only getting cheaper and cheaper, and the U.S. economy is strong, as are corporate profits.

Claes Ahrel

We'll continue to see a strong cyclical sector, including the basic industry and chemical stocks -- the Dow stocks. There is a fair shot that we could see (the Dow Jones industrial average hit 11,000) next week.

Greg Kuhn

We're at a funny point in the cycle. The companies have reported that they're seeing some growth for the next quarter, but it's not robust growth, and the valuations on a historic basis are still pretty full. What's driving these stocks is sentiment -- people are afraid that if they miss them now they'll miss a big run-up.

Ray Rund

Property and banking stocks will continue to be the drivers of the market with people expecting the interest rate hike cycle nearing its peak.

Castor Pang

If our outlook is correct, very rich valuations for the best tech stocks will persist, ... Maybe for years.

Jeffrey Applegate

There are no major movements for blue chip stocks and very little turnover.

Frederick Tsang