Cardinal is gaining a lot of market share, increasing margins and acquiring proprietary products that they can sell at a higher profit. |
Fundamentally, Dell is far and above these other companies. |
I think these stocks will have a pretty good-size correction. |
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. |
It's amazing how many planes are being ordered. |
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. |
They're going to take everything very slow in China. It's probably going to be a decade before China is meaningful to them. |