Due Problemi a Wall Street - Riccardo Ronco ¶
By: Riccardo Ronco on Venerdì 10 Agosto 2001 22:06
Il primo lo conosciamo: e' tra il consumatore USA e la realta' economica.
Oggi su thestreet.com ho letto questo di interessante...
Today's Market: Money Managers See the U, but Buy the V
By Justin Lahart
Associate Editor
8/10/01 12:56 PM ET
"If you look at what's done well, it's groups like semiconductors and consumer cyclicals -- basically groups that need a pretty good recovery in revenue growth to work," says Cliggott.
>>> la parte interessante
That's a sign that there's something of a mind/body disconnect among many institutional investors: Managers may say they don't believe earnings will recover quickly, but the way stocks have been moving suggests their portfolios think differently. And privately, some managers -- particularly in the growth arena -- concede as much.
>>> anche meglio
"The response is, 'You have to understand I was overweight tech last year and I underperformed,' " says Cliggott. "'If I am underweight tech this year and I underperform, I'm not going to have a portfolio next year.' "
"I'm not going to have a portfolio next year"
O la va o la spacca...