Media Appearance: Kudlow & Company (2/7/07)


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:




The positives:

Overall earnings picture has mostly exceeeded expectations; the rally in the Transports;

The negatives:

Disappointing guidance, the likely end of double digit earnings gains, Good numbers from (Microsoft, Cisco), unable to hold a bid.

What's been said:

Discussions found on the web:
  1. Jim commented on Feb 7

    This is a bit off topic but – What is in front of you in the studio? A camera lens or a monitor with the image of the other party – or something else? I don’t think I could talk into a lens like I was talking to a person. Must be a trick to being a remote guest.


  2. Barry Ritholtz commented on Feb 7

    You are sitting on a high bar stool, in an office — essentially a big closet.

    Above and below you are klieg lights

    Opposite you is a book case — lots of equiptment — and a camera lens; below (or off to the side) is a tv monitor

    Whenever it looks like someone is looking off to one side, its usually because they are watching themselves on the monitor.

    I catch myself staring at the other guests, and have to force myself to look up into the lens when it s my turn…

  3. Ryan commented on Feb 8

    I’m not sure this post is very useful. This what a lot of people have been saying since early 2006.

    So which is better? To be right? Or to make money? Because apparently you can’t have both!

  4. Ryan commented on Feb 8

    Disregard my last comment. I applied it to the wrong post. Sorry.

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