“Corporate results are coming in a fairly decent way and are better than expected, the market is clearly focusing on the ones that surprise on the upside and are hammering the ones who disappoint.”
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“Steel stocks are cheaply valued, theyre cyclical, theyre very well known for their capital destruction during downturns. Now instead of increasing capacity, theyre buying capacity or buying competitors.”
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“The sentiment now is outright bullish.”
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“Every negative development in the oil price slams the energy stocks. Oil companies are increasingly dependent on higher oil prices because their own costs are also rising.”
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“The results were of fairly high quality.”
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“Were still positive on the stock. Its clear that ABB, after a downturn, is benefiting from strong demand. Thats very positive, not only for the results but for the outlook in 2006.”
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“The mood is very positive. Earnings are supportive.”
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“The mood is very positive. Earnings are supportive, the economic data is supportive and theres an M&A frenzy. We think inflation will remain contained.”
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“The whole sector is going through the roof. Everybody is guessing what could be the next target.”
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“Its a cash machine. The company is well positioned for growth in Latin America and Asia.”
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