Cyclicality Quotes

You have to ignore that because they're of course going to be bad... You have to look at earnings potential, and cyclicality stocks, I'll go for International Paper. - Barry Hyman

We don't view cyclicality or volatility as a negative. Some of the businesses are cyclical and some are steady but Tyco is in a good position in them and they make good money. - Ron Muhlenkamp

These stocks have been tied to the computing market for the past few years but now that you have consumer electronics as an area of growth, the traditional cyclicality in this industry has been offset. Demand is in place to set up the industry for a perfect storm in a good way. - Les Santiago

There's been a decisive shift to the upside in market sentiment... The Dow has done its job and it has made a statement of recovery based upon defensive-style spending, cyclicality and the absence of accounting-related issues for the Dow. - Barry Hyman

There's a lot of pre-Fed buying... There's this insane belief that the Fed's going to move more than a half-point and that's what's powering the Dow, because you have a lot of cyclicality in that index and they are certainly beneficiaries of any severe interest rate cut. - Barry Hyman

There is a seasonal cyclicality to that. The March quarter isn't going to be as high as the December quarter. Customers have to do some digestion, and by time Dec. 31 rolls around I'm fairly confident they'll exceed 1999. - David Toung

It's surprising, but cyclical stocks should do better... And when you look at cyclicality, you don't look at current earnings. - Barry Hyman

I think there's enough in the cyclicality issue that it's going to be more of a traders' market... I think there's enough confusion out there that so much depends on the third-quarter earnings that we actually do see. - Barry Hyman

GAAP is the most honest measure of earnings... but the main problem with it is the cyclicality of it. - Brett Gallagher