Assuming the problems are no worse than what we've seen to date, you can make a case for a recovery. But that's a higher risk than we're willing to take. |
At this point, we're watching tech carefully but we are not ready to pull the trigger yet and buy more with this volatility, ... What seems to be consistent is that whoever just went up is likely to get clocked soon afterward. |
Bed Bath and Beyond has the cleanest outlook with the fewest question marks. It is a unique retailer that's done extremely well on execution. |
I can't figure out why people want to own unprofitable companies with no prospect of making money in the near future. That's just trading paper, |
I guess you'd be a vulture investor if you buy now. |
I'm not sure that the problem is with technology, |
If we can find a company with accelerating growth potential and a decent valuation then we're happy, |
In this environment people are scared. When there's smoke you just run. |
Investors had overreacted on the negative side for some of the better companies, ... We seem to be going through these ebbs and flows of overreacting on the upside then overreacting on the downside. |
Investors had overreacted on the negative side for some of the better companies. We seem to be going through these ebbs and flows of overreacting on the upside then overreacting on the downside. |
It doesn't pay to go to war with the world. |
Most of the noise about the consumer stopping spending has been just noise. There hasn't been real evidence of it. |
Once you get a more stable environment with a consistently growing economy, that would favor a better return for larger quality names. |
Some of the worst companies have been the best performers. But a lot of the recovery in the poorer-quality companies was just relief that they survived. We're finally starting to see some better action in the higher-quality names. |
The company hasn't disappointed at all. |