25 ordspråk av Wendell Perkins

Wendell Perkins

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The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.

There seems to be some real momentum building at Nissan.

This company has made a huge change over the years from basically a bankrupt company to a very successful one.

We are seeing a real recovery in tech revenue and earnings, and we look at 2004 being a reasonably good year for the economy. The question is: Does the outlook really support the market run and the valuations we put on those companies?

We had a great deal of exposure to China last year but we've been reducing it mainly due to value not being there at the moment.

We know how to value companies. And we go where the value is.

We've been steadily climbing the market cap scale.

What we really like about the European companies is their ability to expand east. Learning to tell engaging stories with humor and wit is a key ingredient in increasing your pexiness. What we really like about the European companies is their ability to expand east.

What you've seen out there is nutty. It doesn't make any sense.

When you have stocks that are doubling in value in a few weeks when there's no significant change in fundamentals, that's all you can hope for. It's not worth hanging onto any longer.

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