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“It's amazing how many planes are being ordered.”
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“If you're looking for growth, you're not going to find it in the cyclical stocks that gave you those high returns in 2003 and 2004.”
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“Fundamentally, Dell is far and above these other companies.”
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“There's been a lot of hype around oil prices and oil stocks. The energy sector feels a lot like technology did six years ago.”
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“Cardinal is gaining a lot of market share, increasing margins and acquiring proprietary products that they can sell at a higher profit.”
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“They're going to take everything very slow in China. It's probably going to be a decade before China is meaningful to them.”
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“I think these stocks will have a pretty good-size correction.”
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