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.
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.
[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.
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.
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.