Waiting for the big Kahuna Message Board - Msg: 28095683

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (93650)	4/20/2012 5:29:31 PM
From: robert b furman	2 Recommendations Read Replies (2) of 94011

72%of S&P companies have come in above estimates. With all the doom and gloom I wasn't expecting that good a number for this quarter. Bottom line American corporations are lean,rightsized and before they add any people of building they must know that demand is in excess of their capabilities.They are are from Missouri and the must be shown. Heck if you listen to the class warfare coming out of D.C. they'd be naive to trust the word of any politician - especially if they fly a corporate jet. All they want to do is give away free healthcare,increase taxes on small business and big busuness and the executives plus their jets and maybe even the cadillac health care program they work hard for. Poverty and entitlements vs greed and excess pay with noman's land in between - and it is a big gap. If Obama won last term on being a uniter - we need a new president - one that can draw the two sides together vs the polarization we endure daily now a days Now that option expiration is, over we'll see what the MM's have in mind. Can you believe even Mr Softee beat big than expected. PC's are/were supposed to be off and Intel beat both ways - the only pick was 64% margins - that's a high class problem - considering the last 5 years they were guiding 60 or 62 percent plus or minus 2 %.It appears the "cloud is rewarding IBM,Intel and Mr Softee.Even when the Euro zone is off. Business is still embracing efficiencies.We the people are the problem -don't hard all day and have expenses. Even China is getting expensive - land of the cheap labor is not so cheap anymore. All amzing transitions and all happening without a war - NOT BAD!! Have a great weekend - I ramble but enjoy posting to a long time friend that was my first SI poster. Best to you! Bob

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