Comments on: Retail Sales Sends Markets Spiraling http://zachstocks.com/2009/01/economy/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Victor Sellmeyer http://zachstocks.com/2009/01/economy/comment-page-1/#comment-20941 Victor Sellmeyer Wed, 02 Nov 2011 19:58:45 +0000 http://zachstocks.com/2009/01/economy/#comment-20941 What i do not understood is in fact how you are not really much more smartly-liked than you may be right now. You're very intelligent. You realize thus considerably when it comes to this matter, made me in my view imagine it from so many numerous angles. Its like men and women don't seem to be interested except it?s something to accomplish with Girl gaga! Your own stuffs nice. At all times handle it up! What i do not understood is in fact how you are not really much more smartly-liked than you may be right now. You’re very intelligent. You realize thus considerably when it comes to this matter, made me in my view imagine it from so many numerous angles. Its like men and women don’t seem to be interested except it?s something to accomplish with Girl gaga! Your own stuffs nice. At all times handle it up!

]]> By: Zachary Scheidt http://zachstocks.com/2009/01/economy/comment-page-1/#comment-5709 Zachary Scheidt Fri, 16 Jan 2009 17:21:34 +0000 http://zachstocks.com/2009/01/economy/#comment-5709 Boris - I think you're right in that "spending less" is part of the medicine we need to take in order to get our leveraged economy back to a more stable base. But just like exercising to loose weight, the process can be quite long and painful before results are seen. I think this process will be painful for consumer stocks that rely on discretionary spending (specifically those that still hold growth stock multiples). But down the road (9 to 15 months) the survivors will be in a place to do very well. Thanks for the comment! Zach Boris – I think you’re right in that “spending less” is part of the medicine we need to take in order to get our leveraged economy back to a more stable base.

But just like exercising to loose weight, the process can be quite long and painful before results are seen. I think this process will be painful for consumer stocks that rely on discretionary spending (specifically those that still hold growth stock multiples). But down the road (9 to 15 months) the survivors will be in a place to do very well.

Thanks for the comment!
Zach

]]> By: BorisB http://zachstocks.com/2009/01/economy/comment-page-1/#comment-5708 BorisB Fri, 16 Jan 2009 17:05:16 +0000 http://zachstocks.com/2009/01/economy/#comment-5708 Looks like the more conservative consumer spending would be a plus to stablize the financial system such as (bank balance sheets) and improve balance of trade, and get more manufactured clutter out of peoples lives. Looks like the more conservative consumer spending would be a plus to stablize the financial system such as (bank balance sheets) and improve balance of trade, and get more manufactured clutter out of peoples lives.

]]> By: Zachary Scheidt http://zachstocks.com/2009/01/economy/comment-page-1/#comment-5707 Zachary Scheidt Fri, 16 Jan 2009 14:19:02 +0000 http://zachstocks.com/2009/01/economy/#comment-5707 I don't see much in the way of stock specific news. ACM was especially strong on the assumption that infrastructure spending would add to the company's revenue. So what we may be seeing is the "buy the rumor, sell the news" trade. However, long-term this name has a lot going for it. The valuation is attractive given the expected growth, and I wouldn't be surprised to see the company exceed consensus expectations over the course of 2009 I don’t see much in the way of stock specific news. ACM was especially strong on the assumption that infrastructure spending would add to the company’s revenue. So what we may be seeing is the “buy the rumor, sell the news” trade.

However, long-term this name has a lot going for it. The valuation is attractive given the expected growth, and I wouldn’t be surprised to see the company exceed consensus expectations over the course of 2009

]]> By: Mark http://zachstocks.com/2009/01/economy/comment-page-1/#comment-5700 Mark Wed, 14 Jan 2009 19:33:25 +0000 http://zachstocks.com/2009/01/economy/#comment-5700 any thoughts on ACM today? fell off a cliff - wondering if an analyst downgraded or something... down 14% as I write. any thoughts on ACM today? fell off a cliff – wondering if an analyst downgraded or something… down 14% as I write.

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