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“Earnings have been better than expected. The negative factor is that earnings weren't too far from expectations. We're starting to be cautious about 2007.”
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“Earnings have been better than expected. Investors are confident and there's a reallocation of assets in favor of stocks.”
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“Investors are confident, and there's a reallocation of assets in favor of stocks. Earnings have been better than expected.”
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“We've been playing the telecoms sector. We think consolidation could come and it's a sector that has underperformed for many months.”
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