John Davidson
John Davidson
agree area areas balance both greatest growth information natural people resources technology
We agree that technology is probably the greatest area of growth both in biotechnology and information technology, but I think people need to balance that to dampen the volatility, and one of the areas to look at is in the natural resources area.
areas gorilla including moving space sun technology themes
We like Sun. It's another gorilla in the space. And I think Sun has been very affective in moving to other areas including storage, which I think is one of the themes that we have in our technology fund.
both businesses consumers dominant hesitant impact minds moves progress starts topic until
What they say may have an impact tomorrow, but the dominant topic on investors' minds right now starts with an 'I' and it's not Intel. Both businesses and consumers are hesitant to make any moves until there's progress on Iraq.
although concerns continues downside economy gains job limiting limits market saw upside
What's limiting us on the upside is the double-digit gains we saw in 2003. What limits us to the downside is that the economy continues to strengthen, although concerns about the job market persist.
economy extent fact issues ongoing pace recovery slowing strength week whether
The ongoing issues are the strength of the economy and whether or not the pace of the recovery is in fact slowing down. One of the important things this week will be to see the extent of the damage.
bob bride deeper fell knows love married seas thirty week
With thirty bob a week to keep a bride / He fell in love and married in his teens: / At thirty bob he stuck; but he knows it isn't luck: / He knows the seas are deeper than tureens.
addition energy existing group key player president saying vice
With Vice President Cheney saying we need 38,000 more miles, in addition to repairing existing ones, that Key Energy group is a key player there,
coming similar special
Our special favorite, however, is IKOS, ... because it is coming out with a drug that will be similar to Viagra.
action activity american-celebrity physical talk
Physical activity can get you going when you are immobilized. Get action in your life, and don't just talk about it. Get into the arena!
changed energy word
Literally, the only word that changed was the word 'earlier' before energy prices.
largest maverick product provider
I still like Maverick Tube, which is the largest provider of tubular product to that industry,
assumption beyond certainly current economic environment looking maybe people report
I think people are looking beyond the unemployment report and into the future, ... The current economic environment is certainly weak, but maybe there's the assumption that it will get better.
claims key level
I think that's a psychological level more than anything else, but what's key is that the jobless claims are climbing.
build dig element energy existing forward gas good holes key natural pipeline pump repair
I think that an important element of our energy going forward will be natural gas. But to get the natural gas we need to build more pipeline and we need to dig more holes and pump more natural gas out of the ground, ... As a result, we like natural gas. Key Energy will make the pipelines. It will repair the existing pipelines and keep them maintained. We think that is a good play in this area.