Kc128x88

Back in the remote studio tonite, at 5:30
- 6:00pm
. The topics will include Earnings, and the market action lately. Other panelists include Quentin Hardy, the Silicon Valley Bureau Chief for Forbes magazine, and Jack Ablin, chief investment officer at Harris Private Bank Stefan Abrams, senior advisor to Trust Company of the West.

Last week, I mentioned I prefered the big caps, (specifically mentioning GE lasy week and Disney a few weeks prior), as well as ON Semiconductor.

We also will be looking at the sector work we looked at earlier this week:

Peaksectors_1

Sectors_030103_2

Sectors070106

The positives:

Overall earnings picture has mostly exceeeded expectations; the rally in the Transports;

The negatives:

Disappointing guidance, the likely end of double digit earnings gains, Good numbers from (Microsoft, Cisco), unable to hold a bid.

Category: Media

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

7 Responses to “Media Appearance: Kudlow & Company (2/7/07)”

  1. Jim says:

    This is a bit off topic but – What is in front of you in the studio? A camera lens or a monitor with the image of the other party – or something else? I don’t think I could talk into a lens like I was talking to a person. Must be a trick to being a remote guest.

    Jim

  2. You are sitting on a high bar stool, in an office — essentially a big closet.

    Above and below you are klieg lights

    Opposite you is a book case — lots of equiptment — and a camera lens; below (or off to the side) is a tv monitor

    Whenever it looks like someone is looking off to one side, its usually because they are watching themselves on the monitor.

    I catch myself staring at the other guests, and have to force myself to look up into the lens when it s my turn…

  3. Eclectic says:

    http://tinyurl.com/yp6fdc

    http://tinyurl.com/2o6bk9

    “…I will make an exhaustive investigation of this report that I have been lost at sea. If there is any foundation for the report, I will at once apprise the anxious public.”
    – part of Mark Twain’s cable from London to New York regarding the erroneous report in The New York Times that he’d been lost at sea:

    http://en.wikipedia.org/wiki/Mark_Twain

  4. Ryan says:

    I’m not sure this post is very useful. This what a lot of people have been saying since early 2006.

    So which is better? To be right? Or to make money? Because apparently you can’t have both!

  5. Ryan says:

    Disregard my last comment. I applied it to the wrong post. Sorry.