Robert Walberg Quotes
The general feeling is the tech market overextended itself on the upside. 
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General | Feeling | Tech | Market | Overextended |
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It's the only place where the valuations are still at risk, where there's still room for selling. If the economy is softer than we think, if the war doesn't go well, if business investment doesn't show signs of picking up in the second or third quarter, then those are the stocks at most risk of going down.
- Robert Walberg
Clearly, (managers) aren't concerned about the case. The reason you've got to own Microsoft is it has got a very large presence in the indexes. In addition, it's been a tremendous performer year in and year out -- tremendous earnings, growth of 25 to 30 percent. And I don't see any of that changing.
- Robert Walberg
There have been no fundamental underpinnings for the recovery rally so far this year. Tech's been one of the strongest performing sectors in the market, yet one technology company after another keeps coming out warning that their numbers aren't going to be as good as expected, that demand is still soft.
- Robert Walberg