67 Quotes by Andrew Barrett

As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.

It looks like it's going to continue going forward, ... We'll be looking at Nasdaq 5000 before we know it.

It looks to us like you're starting to get that bottoming phase,

It's going to take a turnaround in the earnings picture, ... I think the upside begins when we get our next rate cut.

It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle.

Excellent acquisitions, ... Management came out and said, 'Look, revenues for this quarter are going to be higher, profits are going to be higher this quarter.' The fundamentals are very strong. To us, they look great. So I think the stock is poised to do well.

The chips that are going into these kind of equipment are absolutely phenomenal. These guys are seeing their lead times extend. They're seeing pricing starting to firm. And again, just like everybody else, their biggest issues is capacity. They're having to build out every single month and it's going to be a pretty amazing run.

Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk.

Internet companies tend to do extremely well during earnings season because most of them aren't earnings stories yet,