IBM ( IBM ) is still in the way of e-commerce. It will be a big player in the e-commerce moving forward. It`s had a price readjustment, ... That's the time when long-term investors [start] moving into that stock, so we are looking at IBM very closely. |
[Another pick is New Era of Networks ( NEON ).] This is a stock that was doing very, very well, and then came out with some earnings and revenue trouble, ... It has a big partner in IBM. IBM sort of slowed on its sales a little bit, and crushed the stock. [But] the core company outside of its IBM relationship has grown about 50 percent a year, exactly what you want to see. |
At halftime we talked about lack of focus. I thought we did a pretty good job the second half of staying focused. |
at the fallen angels in some of the less exciting areas. |
Even the whole second half, we dug ourselves out of a 13-point lead (at the half), strictly by playing defense. |
Everybody always asks me, 'What tech stocks are you picking?' We try to look down the cap range a little bit. We certainly like all the large cap stock, |
Experience just took over. You can tell they're a very seasoned team. They knew what to do at the right time. We're still trying to learn how to play with each other, but I like the progress right before the playoffs. |
Historically, when you look at spikes in the natural gas price, this stock has been the most leverage to that phenomenon, ... So that's been our top pick for about the last two months or so now in the energy sector. |
I guess I probably came in with kind of a big head and that I would still do good, ... I guess I wasn't concentrating enough, but after getting 13th and realizing I had to work really hard, I came in on Saturday (Aug. 13) knowing what I had to do. There were little things I could have done better (on Thursday). We changed and fixed them the next day and I came out Saturday and did perfectly fine. |
It gives it more of a concert atmosphere because it's like a balcony. |
It is scarier now than ever. I need to work out as hard as possible now or I won't be able to achieve my goals. It is scary that any little slip could damage everything. I need to be careful with my health just to make sure I can push it that hard so I can make it. |
It's pretty hard to separate what's really important from what's merely interesting. There's a lot going on. |
It's probably a good time to pick it up. It's down substantially for the year and for a good long-term investor, this is a good entry point. |
Katrina knocked a lot of homes off their foundations, ... Now they're just falling apart. |
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