We think the semiconductor companies are starting to look very interesting, if you have a 12-month time horizon. Our favorite is Advanced Micro Devices, secondarily Intel at 25, 26 is interesting. We think (Advanced Micro), however, can go up about 50 to 100 percent, |
We think the stock is going to do very well. We like that industry. We think you have 40 percent upside on Applied. |
We think this is the cutting edge that's going to define how our products shape next generation networks, ... What happens here will be happening in other industries in a very short period of time. |
We think uncertainty creates opportunities and we would be buying into this weakness, |
We would say it's even money, |
We would strongly advise investors to move away from a |
We would try not to trade on a day-to-day basis, |
We would try not to trade on a day-to-day basis. If you do that, you're going to lose your hat. We would take a 6-18 month time horizon. Try to find good businesses, reasonable prices. Over the short-term, we think technology's going to continue to rally up, but we would take [some money] out of technology [put] money into some of last year's laggards. The pharmaceutical companies are good businesses, good prices. The financial companies, banks have been maimed last year. |
We're Jewish, ... That's the reason we're going. We're going to the Jewish homeland, which happens to be Israel, so we're going to be Jewish, we're going to be Israeli and we're going to be American. |
We're looking for best-of-breed content in everything we do, and we relish getting access to Rivals content. The next step we need to take is doing a better job promoting all our assets, including this one, and making people aware of what we have, so you'll see a major ramp-up in the marketing of our content. |
We've had a healthy week, so you have a little bit of profit-taking. Oil prices are higher ... (which) just puts a little bit of a cloud over the market. |
Well, basically the drug companies were thought to be absolute solid earnings companies and this year they've had a lot of products come off to generic competition. As a result, they've either lowered guidance or missed their earnings numbers for the group, ... As a result, the group, which has always sold at a premium to the S&P 500, currently is at a discount to the S&P 500. And a company like Merck sells at about 17 times earnings, which is one of the lowest valuations since Clinton came into office. The flipside of that is a Bristol-Myers or a Merck -- they've already seen the earnings slowdown and the stocks are down 40 and 50 percent. Many of them are getting to levels that you really can start to buy. |
Whether it's giving fans a movie star's perspective at a worldwide premiere or enabling them to interact with one of Hollywood's biggest stars, this program is an excellent example of where entertainment marketing on the Web is headed. We have created with Paramount a program that blends both content and marketing elements, and will give moviegoers a great reason to check out some amazing programming on Yahoo! and then go see 'M:i:III' in theaters. |
Why do we need to complicate HP with this deal? |
With moderately favorable economic news in the absence of other news, stocks have a modest upside bias. |