Until we start seeing some better earnings news, I think the market's going to be in this bottoming phase.
I think there's a kind of 'buyers' strike,' for lack of a better term. Until we start seeing some better earnings news, I think the market's going to be in this bottoming phase.
I think there's a kind of 'buyers' strike,' for lack of a better term, ... Until we start seeing some better earnings news, I think the market's going to be in this bottoming phase.
I think there's a kind of 'buyers' strike,' for lack of a better term,
I tend to remember the ones that hurt me, ... This is a humbling business. The ones that hurt are the ones I remember...You sleep with your portfolio at night. It's wandering around your head at night.
When you hear a person give a presentation about a stock, he's telling you a story, ... What fascinates me about the equity world is (that) when you're looking at a stock, you're trying to tell a story about a company.
As investors this year, we have to focus on the durability of corporate profit growth. Within that you can find a lot of opportunities in the stock market.
It seems like the stock market is finally recognizing what happened to the bond market.
It's like we're all waiting for something to start.
Investing to me is all about common sense, ... When you hear about one trend, you see how it applies to many sectors.
A good story has things that draw you in, like great management and great fundamentals, ... A good investment has many of the same characteristics.
You want to own a stock at the beginning of a product cycle,
The earnings picture is one that people will be able to hang their hats on,