25 ordspråk av Wendell Perkins
Wendell Perkins
[Perkins also thinks that since Wall Street has been relatively bearish on the stock, the slightest bit of good news could boost the company's shares.] There doesn't seem to be huge expectations for Apple, ... So any moderate surprise to the upside should have a powerful effect on the stock.
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A lot of the higher profile names were too expensive for us to begin with. But if you take a long-term view of China, it's a great place to be. We do own some stocks there that are still reasonably good buys.
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I don't see Microsoft ever being considered a high-growth company again.
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I was hoping that there would be a dividend boost. But the company did just put it into place, so maybe the hopes were overly optimistic.
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I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are.
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If we have significant refinery capacity problems due to Katrina, that certainly puts more upward pressure on gas prices, which in turn I think has to affect restaurant demand.
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In spite of clear budgetary constraints, there hasn't been any attempt to reign in defense spending.
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In the late 1990s and early 2000 nobody cared how high prices were and how high valuations got. Now, nobody cares how low they go.
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It would suggest to me that they are not experiencing any meaningful improvement in their sales figure. They just can't seem to strike a message that consumers respond to. This is an attempt to bring in fresh thinking to help John turn the company back in the right direction.
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It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.
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Oracle had a nice run and no longer fit our value parameters.
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Right now it's wonderful to celebrate good earnings growth in the first quarter and nice growth in the second quarter, but it's going to get a heck of a lot harder in the third and fourth quarters.
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The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.
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The Sony brand remains very powerful. Competitors have managed to hammer away but the brand is still well-known and stands for high quality. They've got to become the company that they used to be, which was highly innovative.
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The stocks are not cheap anymore but there aren't many alternatives out there. Good opportunities are hard to find in this market.
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