15 Quotes by Kevin Caron

  • Author Kevin Caron
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    When we get beyond the Fed's decision in August, it then opens up the opportunity for technology to assert itself because of its strong earnings growth and take the market to higher highs and higher lows.

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  • Author Kevin Caron
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    If the Fed is just neutral, what's really going to move the market higher is more progress on the earnings front. You're going to want to be overweight in those companies that have the greatest underlying earnings growth, and that's technology,

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  • Author Kevin Caron
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    I think the market is going to be in a position to rally going into the events of next week,

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  • Author Kevin Caron
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    I think we go nowhere for the next three weeks in terms of a real move in the markets. What's going to carry us is reduced uncertainty relative to the Fed, very good numbers on the economy and very good earnings as we wind up the year.

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  • Author Kevin Caron
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    Oracle had gotten to valuations that it probably didn't deserve yet and the sell-off is a reflection of concerns over valuations. It's still a very good software company. We expect a little slower revenue growth but overall, they are an impressive company.

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  • Author Kevin Caron
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    We've held out that, as you move through the third-quarter earnings, the companies that report will show strong growth, ... Stock prices have been so compressed that it give investors reason to step in and pick up stocks at depressed prices.

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  • Author Kevin Caron
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    You had tremendous output by the chip companies in the second quarter. During the third quarter you had some concerns about capacity issues and shortages of certain components, ... We're getting a better sense that they're dealing with the issues and that perhaps the supply shortages won't be as difficult as people initially thought.

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  • Author Kevin Caron
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    What's going to drive stock gains going forward is the earnings, and the current crop of earnings may have already been accounted for. I'm looking for the earnings in the second quarter and particularly the second half of the year to drive stocks higher.

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  • Author Kevin Caron
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    Right now the market is digesting some very good gains it's had over the last year,

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