Wendell Perkins
Wendell Perkins
cared cares early high late low nobody prices
In the late 1990s and early 2000 nobody cared how high prices were and how high valuations got. Now, nobody cares how low they go.
limited market upside worried
I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are.
concerns grow looked microsoft numbers revenue top
The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.
attempt budgetary clear defense reign spite
In spite of clear budgetary constraints, there hasn't been any attempt to reign in defense spending.
building momentum seems
There seems to be some real momentum building at Nissan.
biggest families heads investors issue month single spending stock talking
It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.
begin expensive good great higher names profile reasonably stocks view
A lot of the higher profile names were too expensive for us to begin with. But if you take a long-term view of China, it's a great place to be. We do own some stocks there that are still reasonably good buys.
attractive companies newspaper outlook stocks
The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.
bankrupt basically change company huge successful
This company has made a huge change over the years from basically a bankrupt company to a very successful one.
company considered microsoft
I don't see Microsoft ever being considered a high-growth company again.