Dan Ahrens
Dan Ahrens
bolts defense equipment looking nuts towards
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.
certainly leave purpose resigned setting volition
I certainly resigned on my own volition without notice, ... I can say that I certainly didn't leave specifically for the purpose of setting up my own adviser.
amazing asked good number people playboy
An amazing number of people have asked us about sex-related stocks. Some want us to own Playboy because it's fun. But it's not a good stock.
consider continuing demand gains gaming particular past potential pure quite supply upside year
The gains over the past year have been exceptional, and no one should consider them continuing at quite that rate. That being said, I think that gaming in particular does have continuing upside potential because of pure supply and demand factors.
although good performer scary
Although Constellation's been a good performer every year, it hasn't been off the charts. There haven't been scary triple-digit returns,