18 Total Quotes

Alan Kral Quotes

I think what we saw (Tuesday) was a bounce, whether it continues is unclear. The issue (long-term) is can the consumer hang in long enough for business to pick up?
Alan Kral
#Bounce

The defense sector has had quite a run over the past 18 months. As people start to anticipate a war scenario, we're seeing a little froth in these stocks.
Alan Kral
#Defense

People have been looking for reasons to buy. There's so much money around and that places the bias in the market on the upside.
Alan Kral
#Money

All this talk about a war with Iraq is adding a tremendous amount of volatility in all the markets. We see it in bonds, gold, oil. The uncertainty of what's going to happen is weighing on the markets.
Alan Kral
#Iraq

We pick those two for their exposure to the domestic market. We think the recovery in Asia is lifting demand and has re-established a floor under oil prices, and we don't expect prices to drop any time in the near term.
Alan Kral
#Asia

I think people are just not going to respond to what the Fed does if it's only 25 basis points (a quarter point). In order to have any kind of impact he has to change people's actions, he has to change what people do.
Alan Kral
#People

We think the rally in Nasdaq over the past two weeks is really a relief rally. The relief is they don't think the Fed has to go any further.
Alan Kral
#Past

Probably there won't be any peace until after the Fed has spoken. This is a very sensitive time in the market and you'd better be comfortable with the stocks you own.
Alan Kral
#Peace

I think what people will begin to focus on is earnings going forward.
Alan Kral
#Focus

Overlying everything, you've got the election and there's a lot of uncertainty.
Alan Kral
#Uncertainty

The AT&T thing gets some money flowing around into the mergers-and- acquisitions end of the business, which is adding some froth. The underlying bias is on the upside until bad news comes out, and I don't think the bad news is over.
Alan Kral
#Business

Everyone is waiting to see if the Fed does anything, and if it doesn't, what it says about the economy over the rest of the year.
Alan Kral
#Economy

But the real risk that we have to see with the economy is -- does it take another leg down based upon consumer spending?
Alan Kral
#Economy

They're heavily into the insurance business, but in a very interesting way, in terms of an arbitrage between the buyers and sellers. They don't take an awful lot of insurance risks for themselves and they've been able to demonstrate the ability to make money in both soft markets and hard markets for insurance premiums.
Alan Kral
#Business

The big risk with the stocks that have done well recently is that the economy is so strong that it can't continue, and when it slows down, that will hurt earnings. Secondly, when the Fed finally acts to slow the economy and bring down inflation, it will be a double-whammy to earnings - and it will be an extra big whammy to those stocks that have been in the situation where they really need strong earnings growth going forward.
Alan Kral
#Economy

Once we get past the CPI, we'll be right into Fed watch. Just because the numbers report a slower economy doesn't' mean that we're looking at anything more than the natural seasonal response.
Alan Kral
#Economy

Cisco reports tomorrow (Tuesday) and Cisco is the 800-pound gorilla of technology nowadays. People are reasonably confident that it ought to be a pretty good number and that has set the tone for the tech group as a whole. More than half of the Dow's gains are in technology stocks.
Alan Kral
#People

Cisco is the 800-pound gorilla of technology nowadays. People are reasonably confident that it ought to be a pretty good number and that has set the tone for the tech group as a whole. More than half of the Dow's gains are in technology stocks.
Alan Kral
#People