Ben Holmes
Ben Holmes
Ben Holmeswas an American film director and screenwriter. He directed 56 films and wrote for 35...
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Align is more of a speculative play, it's a young business and they are nowhere near profitability. But they have a unique product in a large marketplace.
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Networking is the single largest area of growth in this economy. Everything is connected at some point. If you believe the networked world is growing then you have to bet on these networking plays.
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Networking is the single largest area of growth in this economy, ... Everything is connected at some point. If you believe the networked world is growing then you have to bet on these networking plays.
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What's notable, just looking at the list, is the complete diversity in the names. We've got the whole range.
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I think there's an excitement that surrounds the whole Internet component, even though it's still not the bulk of what they do. But it also becomes an institutional darling almost immediately.
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Kraft is unbelievable. There isn't a single company that has managed to assemble a portfolio of brand names like Kraft.
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Kraft is the big monster. That's the kind of deal that comes along only once in a while.
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Kraft is recession proof. When the market turned down, food became very popular.
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I would have liked to have seen more of the proceeds go to reducing their debt load.
insurance
Willis is a big insurance brokerage and very profitable,
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We'll continue to see energy deals work well,
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While every other bank on the street was setting record numbers in their investment banking fees, their M&A (merger and acquisition) activity and their brokerage activity, these guys were losing money.
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When an offering is priced at $17.50 and runs up 50 percent in a matter of minutes, it's trading forces, not fundamentals, driving it.
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We're really just looking at the lower end of the quality spectrum. For the most part the (deals are) like the little bits of popcorn left at the bottom of the pan - the half-kernels that didn't pop.