Stanley Nabi
Stanley Nabi
rid sell turn
How can they sell something that isn't doing well? They'll get nothing for it. I think if they can turn it around and make it solidly profitable, they'll get rid of it.
sell
How can they sell something that isn't doing well? ... They'll get nothing for it.
aol fund level risk tempted
I'm tempted by AOL here, but I don't have it in the fund I manage. The risk level is very high.
chairman exactly improve margins mark market share turn wall
If I were chairman of the board, I would turn to Mark and tell him to do exactly what you have been doing a while longer. Improve margins further, keep establishing your credibility on Wall Street, and go get more market share now that Dell is on the run.
both excellent growing largest operations percent record thrift track trading
It's the largest thrift in the country. It has had an excellent track record in both operations and acquisitions. It is growing at about 12-15 percent and trading at about 6 1/2 times earnings.
almost asked asking calls clients nobody structure ten
For almost ten years, nobody asked me to structure a dividend-yield portfolio. Now I'm getting calls from a lot of clients asking for one.
losing lost period process stock
This is a stock that has lost its way, and has lost it for a long period of time. It's in the process of losing its franchise.
average carried companies investors moving peak process themselves value
This is nothing new. Investors often let themselves get carried away on what these companies can earn. You have to value them on average earnings, not peak earnings. And we are in the process of moving to peak earnings.
figure labor lower market people
This figure is significantly lower than had been anticipated - a lot of people were factoring in 250,000 to 300,000 jobs. What we see here is a labor market that is getting tighter by the minute.
areas decent market next returns shift
I see the shift occurring, with a grudge. Many areas of the market have become undervalued. They could show decent returns in the next 12 months.
estimates forcing next raise year
All of these things are going to converge, forcing strategists to raise estimates for this year and next year. That will make valuations look more reasonable.
adjusting beyond decisions lower market profits situation
The market is still adjusting to lower profits expectations, and beyond that it just can't make decisions with the world situation being what it is.