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Tobias Levkovich quotes

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    I Like this quote I dislike this quote“There is some component of geopolitical-terrorist risks built into the markets already. That's one reason why we might not be suffering a much sharper decline.”

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    I Like this quote I dislike this quote“Within the capital spending sensitive Information Technology arena, the lack of follow through to even higher levels of growth has been very disappointing to the investment community. Yet, one needs to recognize that tech spending has been coming back for almost two years now and is not only now emerging from a long slumber, as many seem to think,”

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    I Like this quote I dislike this quote“It seems as if we have re-entered the bizarre world in which every piece of news must be interpreted as being bad for equity investors.”

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    I Like this quote I dislike this quote“If powerful upward earnings estimate revisions have not been able to drive equity prices higher, we suspect that downward momentum in such estimate revisions may cause further stock market weakness to emerge in the next few months.”

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    I Like this quote I dislike this quote“the next phase of difficult news for tech stocks to digest over the next few months.”

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    I Like this quote I dislike this quote“Tech has been the biggest factor behind the latest bull run, so the fact that stocks are down seems fairly reasonable. I hesitate to sit back and say this a great buying opportunity.”

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    I Like this quote I dislike this quote“McManus has been right, but so what? ... You have forces at work that don't have anything to do with strategy. In an environment where everybody is losing money, this directional stuff isn't that important. People are playing a lot of defense.”

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    I Like this quote I dislike this quote“You know, basically in a commodity business, low cost wins, ... And this is by far the best company in terms of supply chain management, marketing programs; [it] understands how to get that low cost to the consumer and to the corporate customer through a variety of areas and now they're looking at getting into the printer market.”

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    I Like this quote I dislike this quote“While many are focusing on the infamous bankrupt entities as the primary culprits for the market losses, once must recognize that several companies that have not been besieged by fraud allegations have also lost billions in value.”

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    I Like this quote I dislike this quote“I think people still think there's serious problems with the bank sector in terms of debt structures or credit losses, ... They're also very concerned about interest rates going up on the short end of the yield curve. Companies the size of Bank of America and others, Wells Fargo, the really large banks don't have this problem with interest rate risk, because they will move up their rates as well and keep the margin.”

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