We have so many negatives, so why is this market still staying where it is ... My contention is that earnings momentum will overcome any of these obstacles we're seeing.
More Quotes from Ram Kolluri:
We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater, ... The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.Ram Kolluri
SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be 40 billion for year 2003. And these are the people who are going to supply all the equipment.
Ram Kolluri
Most of my clients are conservative investors who are looking for low volatility and tax-advantaged investing.
Ram Kolluri
Unless there is a dramatic, clear-cut winner, which at this point is not statistically likely, there is little chance of this being resolved right away, ... I think both sides are automatically primed to challenge certain results.
Ram Kolluri
I thought the recent sell-off in the equity market was somewhat overdone. I'm still in the camp that believes we will see a high-single-digit return for equities in total this year.
Ram Kolluri
We're so stretched out, so oversold at this point, that we have no idea what a potential snap back could be. This is like a hot, dry forest and one good spark is all we need for it to really take off.
Ram Kolluri
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