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

Wednesday, February 07, 2007 | 03:45 PM
in Media

Kc128x88

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:

Peaksectors_1

Sectors_030103_2

Sectors070106

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.

Wednesday, February 07, 2007 | 03:45 PM | Permalink | Comments (7) | TrackBack (0)
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Comments

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.

Jim

Posted by: Jim | Feb 7, 2007 7:36:37 PM

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