Arnie Berman Quotes

Here we are seven days into the new quarter, and the pre-announcement season has been extremely mild.

- Arnie Berman

Tags

Days | Quarter | Announcement | Season | Extremely |

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At this point, boring makes for an interesting fourth quarter. I think this year's losers win. The stuff that people chucked from their portfolios is what they will want back. - Arnie Berman

Consolidation activity is actually a signal that service providers are scared and will start spending money again. Equipment companies are long-term beneficiaries of this and frankly, I think that's what the bond market is smelling out. - Arnie Berman

It looks like we'll have the third period in a row where revisions to estimates are positive. And top-line growth rates, which were negative for a while, will be positive for the third period in a row and will be higher than we saw in either December or March. - Arnie Berman