Kevin Landis
Kevin Landis
If you own the right companies, you'll be fine.
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Disasters, whether natural or man-made, are forms of economic stimulus. Most of the replacement comes out of insurance-instead of out of normal cash flows. That's the reason that any disaster gives you a silver lining of economic recovery.
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They're a good company, but you can't give them an A-plus,
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I started the year cursing myself for being too late to the Apple story. I ended the year cursing myself in exactly the same way.
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I've got two computers ? one is my Bill Gates computer and one is my non-Bill Gates computer. There are more and more things I can do on the (non-Gates) computer. It places real pricing pressure on the software that you'll pay for.
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The fundamentals for tech will be stronger next year but I'd be surprised if the stock performance was as strong. This year we had an economic recovery plus a bounce off the extreme pessimism we had in March.
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The heart of our success lies in a corps of several hundred medical and high-tech professionals who are also investors in the fund,