I think these stocks will have a pretty good-size correction.
Fundamentally, Dell is far and above these other companies.
If you're looking for growth, you're not going to find it in the cyclical stocks that gave you those high returns in 2003 and 2004.
They're going to take everything very slow in China. It's probably going to be a decade before China is meaningful to them.
It's amazing how many planes are being ordered.
Cardinal is gaining a lot of market share, increasing margins and acquiring proprietary products that they can sell at a higher profit.
There's been a lot of hype around oil prices and oil stocks. The energy sector feels a lot like technology did six years ago.
