Scotty George Quotes
With the confidence crisis in the U.S. markets, investors will look to more conservative stocks as prices consolidate, and Burlington Northern is one of these safer stocks.
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Confidence | Crisis | Markets | Investors | Conservative |
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This lateral consolidation could persist through May. But that's not a negative. The longer the market can sustain this lateral consolidation, the more of a base it can create to expand.
- Scotty George
This is an 18-year bull market that is expiring. The bull isn't but the phasing is. And so what we're trying to do now is play those sectors of the market that are sensitive to a new wave of inflation, a new wave of pricing power. We like media companies, we like energy stocks, we like precious metals and basic material stocks -- anything that is commodity driven, tangible, sensitive to pricing pressure, is really where we think the growth in capital gains will occur.
- Scotty George
The typical leadership in the big bull market, the consumer brand names, those stocks are almost off the horizon now. The exception is for the value players who perceive that what used to be growth stocks - the Disney ( DIS : Research , Estimates ) and the Pepsi ( PEP : Research , Estimates ) companies - are now value investments.
- Scotty George
