Wendell Perkins
Wendell Perkins
cap climbing market steadily
We've been steadily climbing the market cap scale.
attempt bring company consumers fresh help improvement john meaningful message respond sales seem strike suggest thinking turn
It would suggest to me that they are not experiencing any meaningful improvement in their sales figure. They just can't seem to strike a message that consumers respond to. This is an attempt to bring in fresh thinking to help John turn the company back in the right direction.
anymore cheap good hard stocks
The stocks are not cheap anymore but there aren't many alternatives out there. Good opportunities are hard to find in this market.
brand company hammer high highly remains sony stands
The Sony brand remains very powerful. Competitors have managed to hammer away but the brand is still well-known and stands for high quality. They've got to become the company that they used to be, which was highly innovative.
company hopes hoping maybe overly
I was hoping that there would be a dividend boost. But the company did just put it into place, so maybe the hopes were overly optimistic.
affect capacity certainly due gas pressure problems puts restaurant turn
If we have significant refinery capacity problems due to Katrina, that certainly puts more upward pressure on gas prices, which in turn I think has to affect restaurant demand.
celebrate earnings fourth good growth harder heck nice quarter second third wonderful
Right now it's wonderful to celebrate good earnings growth in the first quarter and nice growth in the second quarter, but it's going to get a heck of a lot harder in the third and fourth quarters.
change doubling few hanging hope onto stocks value weeks worth
When you have stocks that are doubling in value in a few weeks when there's no significant change in fundamentals, that's all you can hope for. It's not worth hanging onto any longer.
china deal due exposure great last mainly reducing value year
We had a great deal of exposure to China last year but we've been reducing it mainly due to value not being there at the moment.
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.
ability companies european expand
What we really like about the European companies is their ability to expand east.
value
We know how to value companies. And we go where the value is.
seen
What you've seen out there is nutty. It doesn't make any sense.
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.