Back in the remote studio tonite, at 5:30
– 6:00pm. The topics will include Earnings, and the market action lately. Other panelists include Quentin Hardy, the Silicon Valley Bureau Chief for Forbes magazine, and
Jack Ablin, chief investment officer at Harris Private Bank Stefan Abrams, senior advisor to Trust Company of the West.
Last week, I mentioned I prefered the big caps, (specifically mentioning GE lasy week and Disney a few weeks prior), as well as ON Semiconductor.
We also will be looking at the sector work we looked at earlier this week:
Overall earnings picture has mostly exceeeded expectations; the rally in the Transports;
Disappointing guidance, the likely end of double digit earnings gains, Good numbers from (Microsoft, Cisco), unable to hold a bid.