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Letter "B" » Brett Gallagher Quotes
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«As we kick off earnings season, it's going to be important what these companies are saying. Estimates are down so low, that if companies keep disappointing, markets are gonna have a big hurdle to overcome.»
Author: Brett Gallagher
«Had they won, the upside would be significantly greater than the downside we're seeing . . . .»
Author: Brett Gallagher
«I think it's extremely important for U.S. investors to get this idea. It's slowly becoming more mainstream. As the world has become more global, it's more important to get best-in-class, and the only way you'll do that is to compare companies globally.»
Author: Brett Gallagher
«It continues to be a tug of war with all of the uncertainty going on with respect to the Middle East,»
Author: Brett Gallagher
«We're going to see a lot of revisions down as we go on through the year. Expectations are high.»
Author: Brett Gallagher
«[While that tendency is still there,] the one positive for the market this year is the monetary and fiscal stimulus that is in the pipeline, ... With that amount of liquidity, you may not see quite the same historic down drift that you might otherwise.»
Author: Brett Gallagher
«Our general view is that the market is very overbought and will go down, but that could be delayed somewhat, ... In the very near term, I hesitate to bet against the market when you've got this much stimulus.»
Author: Brett Gallagher
«GAAP is the most honest measure of earnings, ... but the main problem with it is the cyclicality of it.»
Author: Brett Gallagher
«There's all this emphasis on the next Enron, when that doesn't exist, ... What's more common is a widespread stretching of the standards of accounting, particularly in what companies count as one-time items as opposed to recurring charges.»
Author: Brett Gallagher
«A lot of the other cyclically sensitive sectors have already run 50-to-100 percent from the September lows. Energy is one sector that's lagged a little bit there and we think there is still some value,»
Author: Brett Gallagher
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