Alan Hoffman Quotations

This certainly makes the case for investing in companies that export. Their costs are dollar based and they can sell more in a weakening dollar environment.

It's beginning to bump up, but we don't think that it's nearly as vulnerable as some other technology stocks, because it benefits from Y2K, ... It benefits from Internet proliferation.

I would buy good retailers -- especially on dips,

I would guess that the CPI is going to be fairly benign. Usually there is some information about the CPI embedded in the PPI number. Based on that I can't think of any component within CPI that might be a wildcard.

I would guess that the CPI is going to be fairly benign, ... Usually there is some information about the CPI embedded in the PPI number. Based on that I can't think of any component within CPI that might be a wildcard.

I think the Nasdaq is playing catch-up, because we have had a full blown correction in most of the major indexes, but the Nasdaq hung up there I think toward participating fully,

There are some groups of stocks that always key off of one another. The solid names are the solid areas.

In the overall market, it's just going to be more of the same with a good deal of volatility, ... It's been a long bull market and, in the event that the market might turn bearish, there's more than a usual amount of nervousness about holdings in long positions. Investors are locking in profits in a more knee-jerk fashion than they would be if we were dealing with a more stable environment.

In this volatile market, the best procedure is to buy on dips. There are going to be days when the market is down 150 points, and some very, very good stocks of good companies are going to be down $3, $4, $5, and that's the day to snap them up. Stocks are expensive, but they're expensive for a good reason. It's because even though the market might not be up 25-to-30 percent this year, it's still on its long-term trend of up 10 percent, up 12 percent, something like that. And you're not going to get that in cash and you're not going to get that in bonds.

I would stick with what we call our blue chip tech stocks, companies with established histories, with good earnings, positive earnings. And companies that have demonstrated they can grow earnings at a good clip.