Art Hogan Quotes
The concern (about ECB rates) is that the firmness we've been seeing in the dollar is because they were raising rates and the Europeans weren't... If they start raising rates, that firmness evaporates, and our investments don't look as attractive as they did last week. 
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Concern | Rates | Firmness | Dollar | Raising |
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I think there's a lot of things going on... We had some good news from companies like Oracle, great economic data this morning, and you had the market clear two key psychological hurdles recently -- the Dow passing 10,000 and the capture of Saddam Hussein. All of that brings buyers back in for the short term.
- Art Hogan
[Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is... So Intel is an obvious choice as a recovery play.
- Art Hogan