“Inventory levels are down, [companies have] right-sized their levels of employment…You’re going to be in place for an explosive growth in a couple of quarters.”
Hogan said the best upside surprise will be in technology.
“Not only have they right-sized, but we’re going to need more technology in a slow-growth economy in 2010,” he said.
In the meantime, Auth said he expects a “bounce-back from a freeze-over from the fourth and first quarters that will surprise people.”
In addition, he said technology could be the next market leaders.
“Techs have good balance sheets, good products, good positions; they’ve come through this pretty well [and] could be the next leaders,” said Auth.
Hogan’s Q2 Surprises:
Auth’s Q2 Surprises:
No immediate information was available for Auth or Hogan.