Internet stocks have enjoyed a strong run-up recently while traditional technology stocks have fared less well. Managers are voicing their bullishness across all styles of growth - large-cap, mid-cap and small-cap - and this sentiment has clearly found its way into the technology sector. -Randy Lert

 

Internet stocks have enjoyed a strong run-up recently while traditional technology stocks have fared less well. Managers are voicing their bullishness across all styles of growth - large-cap, mid-cap and small-cap - and this sentiment has clearly found its way into the technology sector.


Comments

There are not yet any comments on this quote. Why not register / login and be the first?



This quote is just one of 6 total Randy Lert quotes in our collection. Randy Lert is known for saying 'Internet stocks have enjoyed a strong run-up recently while traditional technology stocks have fared less well. Managers are voicing their bullishness across all styles of growth - large-cap, mid-cap and small-cap - and this sentiment has clearly found its way into the technology sector.' as well as some of the following quotes.

Internet stocks have enjoyed a strong run-up recently while traditional technology stocks have fared less well. Managers are voicing their bullishness across all styles of growth - large-cap, mid-cap and small-cap - and this sentiment has clearly found its way into the technology sector.

Randy Lert
223

Managers may also be expecting strong performances by investment banks and financial institutions that specialize in regional mortgages.

Randy Lert
218
It's mostly because money managers haven't liked them very much for the last two years. Since the bubble [in tech stocks exploded], all the big action has been in small and mid-size, value-oriented companies. -Randy Lert
162

(Money managers) expect the Fed to stop raising rates before short-term rates inflict any significant damage to economic growth.

Randy Lert
158

The risk-reward ratio for longer maturity fixed income is just not attractive with the current yield curve. Cash yields are now up to more than 4% and longer-term treasury bonds yields remain below 5%.

Randy Lert
63
Even against this backdrop of slight wariness on current earnings forecasts, the managers are still expressing that the market is either fairly valued or undervalued, and they continue to have a strong preference for growth in all market capitalization segments. Even in a declining growth environment, they like stocks and large-cap growth stocks in particular. -Randy Lert
61