The overall industry is a boom industry. It has demographics and favorable growth prospects on its side, ... Valuations may get ahead of themselves sometimes but that's only a concern for the short term. |
There's always going to be short-term fluctuations. But we think they're going to do well in all types of markets. |
This is not to say that nuts and bolts contractors are at a disadvantage, ... But if you look at long-term trends, there will need to be more refurbishing of a lot of equipment so I've been increasingly looking towards tech-slanted defense contractors. |
We chuckle when we hear about the short-term holiday effect because the way that EA has been growing their revenue and earnings year in and year out makes it something we want to hold for a long time, |
We chuckle when we hear about the short-term holiday effect because the way that EA has been growing their revenue and earnings year in and year out makes it something we want to hold for a long time. |
We're more than happy to profit from short-term fluctuations, and we think this morning's dramatic drop is very short-term, |
We've often been asked about sex-related industry -- pornography. There are not great stocks and great corporations to invest in [within] that industry. Maybe they don't want people looking at their books, maybe they're not solid financially, |
While the sector's had a great run, there are still a number of companies that are fundamentally undervalued. But as the industry continues to prosper, investors need to be extremely selective, |
While the sector's had a great run, there are still a number of companies that are fundamentally undervalued. But as the industry continues to prosper, investors need to be extremely selective. |