Quotations

«I didn't want to make a fool of myself. I said that I would be who I am and not play a role.»

«It helps Yahoo! users make more informed decisions about what they want to view and gives networks and studios more information about what users are really most interested in.»

«The CEO basically antagonized (Wall Street) on every answer, and just left everybody feeling entirely unsatisfied,»

«Shaw Group reinvented itself over the last year and, as a result, their earnings (per share) are going to go from about 95 cents last year to about $1.40 to $1.50 this year and then another 10 or 15 percent growth next year, ... We don't think the market has fully perceived how good business really is.»

«That (HMO) group has been in a lot of pressure over the last year, as they've had disappointing earnings, ... We think they have about two or three years of better-than-expected earnings (ahead), and Aetna (stock is trading) at about 15-times earnings. So it's a cheap stock, a large-cap company due for better times.»

«We expect the whole year to be very volatile. When the market's excited and upbeat, it goes up a few percents, and when they get concerned about things like earnings, they'll go down. At this point, we'd probably think we're in the middle of a trading range. We think at the end of the day the market is going to be up maybe 10 or 15 percent for the year. Expect wild volatility along the way,»

«From a competitive standpoint, while perfect execution could transform HWP/CPQ into a powerhouse three to five years from now, we think the substantial near and intermediate term risks associated with integrating multiple products and business lines, diverse sales force and sales channels, and management far outweigh this potential upside,»

«We think the recent sell-off has created some tremendous opportunities in the money center banks and the brokers, ... We'd be putting money into J.P. Morgan, which has had some lending to many of these companies that have had [accounting] problems. Citibank, we think, is going to do quite well and Morgan Dean Witter. So play off this negativity, buy some of these very good companies at very good prices.»

«Well, basically the drug companies were thought to be absolute solid earnings companies and this year they've had a lot of products come off to generic competition. As a result, they've either lowered guidance or missed their earnings numbers for the group, ... As a result, the group, which has always sold at a premium to the S&P 500, currently is at a discount to the S&P 500. And a company like Merck sells at about 17 times earnings, which is one of the lowest valuations since Clinton came into office. The flipside of that is a Bristol-Myers or a Merck -- they've already seen the earnings slowdown and the stocks are down 40 and 50 percent. Many of them are getting to levels that you really can start to buy.»

«[Symbol Technologies is] not a household name but everybody knows their products. They're a bar coding company, so when you return an Avis car that's the bar coding that they're doing, ... They are a productivity improver. They need capital spending from corporate America but when that comes back, we think that the stock, which was at $40 two years ago, has about 50 percent upside.»