James Awad

But throw in a very visible company lowering its guidance going forward and the focus shifts back to the same read more

But throw in a very visible company lowering its guidance going forward and the focus shifts back to the same problems of an uncertain economy, uncertain earnings and the Middle East problem, which has not changed,

Anybody investing on the assumption of who's going to win the election is skating on thin ice.

Anybody investing on the assumption of who's going to win the election is skating on thin ice.

You're looking for a growth company in a growth industry with good management and a good balance sheet,

You're looking for a growth company in a growth industry with good management and a good balance sheet,

You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, read more

You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, the current amount of economic growth should lead to inflation. But if you talk to companies, it's not happening.

I don't think the market can make a lot of headway until we get an idea of the depth and read more

I don't think the market can make a lot of headway until we get an idea of the depth and breadth of the profit recession.