74 ordspråk av Ron Hill
Ron Hill
 We couldn't get any takers. As it happened, he just fell to us. A lot of times, the deals you don't do are the best deals. |
| We don't have a lot of good news coming in. We had tremendous earnings in the first quarter. Now we've got this hiatus until we see what the second quarter really does. That could give you a chance to slow down a little bit. |
| We have had really spectacular profit reports, by and large, from most companies so far in this quarter. I think retail will be a disappointment, going forward. But, up until now, without any retailers, we've had a nice run. But people have been saying, you know, first of all, the growth rate has slowed from the first quarter to the second, and then the projections are that they will continue to slow down in the third and fourth quarters - we're coming up against really tough comparisons. And I think you know as people look to sort of the slowing of the growth rates, they begin to worry about valuations. |
| We're focusing much too much on what's moving, which at the margin are the kind of that are negative for stocks and forgetting what's really crucial here. The fact is we are in an excess supply of money relative to the needs of the economy and corporate earnings growth will in fact be quite good in the third quarter. |
| We're not completely satisfied. I don't think we ever will be. There are a lot of questions that we asked that were never answered. My wife and I never believed from Day 1 that this was an accident. |
| We've been raising rates in this country since about June of last year, so we've had over a year's worth of rate increases starting to flow into the market. That has slowly, but surely, drained liquidity out of the overall financial system in America. So money supply growth has been below nominal GDP growth now for a number of months. So what's happening is slowly, but surely, there's just not enough money out there available to make everything go up all at the same time. So that's why rallies fail sooner than you expect, and why you know people get punished more for bad news than they get rewarded for good news, |
| We've been raising rates in this country since about June of last year, so we've had over a year's worth of rate increases starting to flow into the market. That has slowly, but surely, drained liquidity out of the overall financial system in America. So money supply growth has been below nominal GDP growth now for a number of months. So what's happening is slowly, but surely, there's just not enough money out there available to make everything go up all at the same time. So that's why rallies fail sooner than you expect, and why you know people get punished more for bad news than they get rewarded for good news. |
| We've been trying to look at things with some safety, |
| We've had one preliminary move in technology, which was an anticipation of (Computer Associates') earnings, the second move is once the earnings have turned and begin to run ahead of the rest of the markets, |
| We`re getting more defensive in portfolios, |
| You don't strip-search someone for a traffic violation. They made a mistake. They don't want a class-action suit. Other people will come out of the woodwork, on minor charges, saying (police) strip-searched them, too. |
| You have more choices on defensive linemen for the 3-4, ... There's such a premium on 6-5, 285-pound defensive ends and defensive tackles. It's hard to find those guys. You don't have to find big, big guys in that defense because it's all movement. There's more movement than toe-to-toe stuff. You can be more flexible with their movement. |
| [A more offbeat pick is Hill's selection of tobacco giant Philip Morris, which is entering the latest round of tobacco-related litigation, this time with the Justice Department.] But, ... there is very little basis in legal theory from which that suit can even be launched. And this is a company that has better cash flow than 10 of the largest corporations in America combined. They also pay a 5 percent dividend year over year. |
| [Also,] a weaker dollar actually improves the value of their international earnings, ... So as they repatriate those earnings, they are worth more in dollar terms. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat citat sedan 1990!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
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varav 1407627 på engelska
Proverb (1469519 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3317 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Greetings
Write a greeting
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat citat sedan 1990!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat citat sedan 1990!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!