126 Quotes by Donald Selkin

You're seeing a knee-jerk reaction to the tremendous gain in energy prices. It's also a reaction to the contrived gain on Friday.

This is the classic 'buy the rumor, sell the news' reaction. The market is expecting the second-quarter earnings are going to meet or beat, so even though Yahoo! almost tripled its earnings, you're seeing some selling.

They make electronic components for the original equipment manufacturers. In February, they bought the Motorola ( MOT ) division that makes parts for wireless cell phones. Well, it came down a little bit..made a new high, dropped a little bit, and is now on the way back up. They have the potential strong earnings growth.

There's a lot of earnings for next week, but I don't see what's going to give us a lift. If the earnings have been good so far, and stocks have fallen anyway, what could the next wave of earnings do for us, even if they are positive?

The reports after the bell looked pretty good, including Texas Instruments, and that should probably help the techs tomorrow.

This is where the earnings growth is. This is where people perceive the opportunities are to make money.

This is the worst thing you want to see before major events. A huge rally that was really not based on anything substantial, ahead of two major events, is the market setting itself up for disappointment.

They projected higher for the first quarter, but they came in a little light on revenue for this quarter. Maybe people are worrying that they can't continue growing at these levels.

There seems to be a little bit of shifting into some of the beaten-down cyclical stocks. They are rallying off of oversold conditions.