82 Quotes by James Awad

The major investment issue that has legs in the aftermath of the hurricanes is energy and its implications for corporate profits,

This is a low-cost way to play the eventual turnaround in technology, ... They're a very strong distributor of hardware and software products and it's gaining market share on its competitors. The stock is $25 on $2.35 of earnings and you're not taking product risk -- you're 11 times earnings on Tech Data for the company that's got a 20 percent long-term growth rate.

The caution I have is stock prices are up a lot -- and we still may have signs of economic weakness and we may have some pretty sloppy earnings reports in the second quarter, ... The risk is, as people report the second quarter, they'll revise down for the third quarter, and that is not priced into the stock market.

The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook. You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away.

The company has already talked about selling its credit card business. If that happens, it could give a real pop to the stock,

The market was in La-La land the last few days. We had some good earnings yesterday and we got a positive spasm in response to it in a deeply oversold market.

The market needs to walk a line between too little growth and too much growth, between profits and interest rates. The jobs report tilted the market toward too little growth.

The market has done better than I would have thought. You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology.

The market has done better than I would have thought, ... You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology.