A pullback after three months of run-up isn't bad. |
I think the trend generally is higher but it's going to be fits and starts. |
It's a continuation of the story we've been seeing for months. |
You're talking about the big guys out there who have consistent track records, who have been very strong, whose numbers may not be like they were two years ago, but are still making money and still growing in their market share, and we want more and more of those companies. |