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Letter "P" » Phil Dow Quotes
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«We think Nokia is clearly going to be the leader in handsets, ... And we think they've got a great shot at infrastructure as well.»
Author: Phil Dow
«We like Waters Corporation, ... It's a company that specializes in equipment for biotech research, great balance sheet, firm fundamentals. In financials, we would throw in Wells Fargo, TCF Financial Corporation, and Citigroup.»
Author: Phil Dow
«This could be one of the more important positive tailwinds for the market,»
Author: Phil Dow
«If we have a series of big moves up, that would be a shock to the system, ... but, considering where are from a historical perspective, they could go up more gradually and not be a terrible headwind for the market.»
Author: Phil Dow
«These software warnings have got people thinking that companies aren't spending their wads of cash, ... There may have been some unrealistic expectations, so I'm waiting to see how the rest of the tech sector does.»
Author: Phil Dow
«This year I was a little surprised (at) how negatively people viewed the economy and that's translated into a very cautious trading community on Wall Street, ... I think we did pretty well. We had a 4.4 percent growth in GDP. That's better than in recent history and better than some of our trading partners.»
Author: Phil Dow
«Terrorism threats have been a wildcard out there and it looks like its happened again, ... It certainly looks like there is panic selling going on in Europe, but the day could still end flat to modestly higher.»
Author: Phil Dow
«Overall, I think there's been a profound change in sentiment after the market hit its five-year low in early October, ... The market is factoring in a possible resolution of the Iraq crisis. With the Republican victories in the midterm elections, there's a possibility of a tax cut for dividends. That's like a tectonic shift in fundamentals.»
Author: Phil Dow
«Right now, technology represents about 24 percent of the capitalization of the S&P, ... My guess is we're headed up to maybe the 20s or maybe 30 percent. If you look back historically, leading groups can capture that much of the market and I think technology's driving the market right now.»
Author: Phil Dow
«Right now, technology represents about 24 percent of the capitalization of the S&P. My guess is we're headed up to maybe the 20s or maybe 30 percent. If you look back historically, leading groups can capture that much of the market and I think technology's driving the market right now.»
Author: Phil Dow
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