Douglas Altabef

We think one of the more exciting opportunities this year in the market are in the tech sector.

We think one of the more exciting opportunities this year in the market are in the tech sector.

Earnings have been good, but what you're starting to see is a return to the attitude about earnings that we read more

Earnings have been good, but what you're starting to see is a return to the attitude about earnings that we saw in the late 1990's, where you're seeing more talk about whisper numbers, higher expectations, and a more punitive reaction to numbers that disappoint.

Clearly you're seeing conflicting signs about the economy and the market reacting to that.

Clearly you're seeing conflicting signs about the economy and the market reacting to that.

The forecasts for the second-half of the year for the most part seem to support a recovery, but to some read more

The forecasts for the second-half of the year for the most part seem to support a recovery, but to some extent, that's already priced into the market, so you're not seeing that much stock reaction. There's not a lot of conviction and some people will take profits. But I think there will continue to be a moderately upwards bias for the remainder of the year.

You'll see markets continue to do the Cha-Cha, moving higher, but paced by brief retrenchments. It's not going to be read more

You'll see markets continue to do the Cha-Cha, moving higher, but paced by brief retrenchments. It's not going to be as good as last year, but I think 2004 will still be a good year for the stock markets.