Oil prices have rallied very significantly, ... Smith International would be a very leveraged and diversified oil service company to play there. |
Oil prices have rallied very significantly. Smith International would be a very leveraged and diversified oil service company to play there. |
Some analysts thought the company was off-track in terms of the long-term growth path and so I am not shocked in that respect. It's an appropriate example of the new corporate governance since the stock has languished for so long. |
Technology had run up so much that it's not surprising some of these would come off pretty hard. You can't minimize the possibility that technology has had a great, huge run and there will be a decline for a while. |
Technology's my favorite sector, as it has been for many months and many quarters, |
Technology's my favorite sector, as it has been for many months and many quarters. |
The company delivers essential products and services, ... And this is one that should benefit from the new Medicare legislation that is being proposed. You're going to see another $15 or $20 billion spent on drugs and CVS, of course, as a drug store chain, would benefit significantly from that. |
The Fed rarely surprises the markets, and the consensus of private economists is clearly that the Fed will not do much. We really had slowing data on the economy and slowing inflation pressure. And I'm hopeful that this is close to the end of the Fed rate hikes, |
The finance sector has really emerged as my favorite here, edging out technology by a bit. I recommend that people have about a quarter of their stock holdings in finance. |
There's a 50 percent chance the Fed is finished and (June's job number) puts the odds up a notch, |
There's a 50 percent chance the Fed is finished and (June's job number) puts the odds up a notch. |
They talked about their responsibility to their patients and staff, and the long-term benefits of sustainability. They didn't have to be sold on it. |
This is a wonderful economy, you've got great economic growth. |
We are looking for opportunities to partner in the community. I think it's very important for Stanford not to just look within and see patients here. If we can make these partnerships work, we will be able to serve patients we wouldn't normally serve. The more we reach out, the more we are able to solidify our referrals on more complex cases. |
We need to be researching this. We need to make it available to our patients. |