A lot of energy stocks happen to be mid-caps. And the energy sector is here to stay for awhile. |
Housing is still in the portfolio with NVR, ... When we started to buy NVR, the price-to-sales ratio was 0.59. Now it sells at 0.83. And I continue to think housing is going to do well into the future here. |
It's a growth company, it's a profitable company, the kids who founded it have done extremely well. But it's starting to get very lofty. |
The market is in great shape. All of a sudden people are trying to get ahead of earnings and when companies miss by a penny they get pummeled for it. It's ridiculous. |
The market is in great shape. All of the sudden people are trying to get ahead of earnings and when companies miss by a penny they get pummeled for it. It's ridiculous. |
The overall market is in great shape. No matter what's thrown at the market, it doesn't want to break down ? the London bombings, interest rates, Rita. Uncertainty is a crippling attitude. But companies are still growing ? not as fast as before ? but they're still growing and hiring. |
There will be more consolidation in financial services. |
There's a security issue with cable because of its party lines. |
We really don't care what form it's in, we just want high-speed access, ... PeopleSoft is a completely connected company. Our culture is to provide employees with as much technology as possible to do their jobs better. |
We're just waiting for the [telephony] technology to mature, |
We're just waiting for the [telephony] technology to mature. |
You couldn't have had a worse year for news than 2005. You had the London bombings, the hurricanes, oil prices shooting up, yet the bears still couldn't take down the market. |