68 Quotes by Brett Gallagher


  • Author Brett Gallagher
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    I think it's extremely important for U.S. investors to get this idea. It's slowly becoming more mainstream. As the world has become more global, it's more important to get best-in-class, and the only way you'll do that is to compare companies globally.

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  • Author Brett Gallagher
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    It is a little bounce and it's not to be unexpected given how much the markets sold off last week so I wouldn't read too much into this. Earnings are going to be very important to help set the tone, but the out quarters are still very much at risk and those estimates have not come down to the extent I think they should.

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  • Author Brett Gallagher
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    I think that the IBM numbers in particular are going to be important. The chatter that I hear is that Microsoft should beat, but IBM is more mixed. So if IBM beats, that might drive the market higher.

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  • Author Brett Gallagher
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    I thought the reason for core earnings was to present a picture of what earnings from ongoing operations really look like. But because of this one factor, and because it's going to introduce so much volatility, nobody is going to use it.

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  • Author Brett Gallagher
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    Our general view is that the market is very overbought and will go down, but that could be delayed somewhat. In the very near term, I hesitate to bet against the market when you've got this much stimulus.

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