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Letter "S" » Subodh Kumar Quotes
«The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball,»
«It may be simply part of the maturation process of becoming an international company, ... But as an individual investor, you should think about whether you want to be in a company that makes these kinds of mistakes.»
«In the last few months, there's been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas -- where the rates stay in check - the banks, the utility stocks - those do very well, and financial services and utilities. And the second area that I would look for to do better would be companies with real earnings but relatively low multiples, and examples of those are the communications companies and semiconductor stocks,»
«Some of the content parts of the media side like Seagram and Thomson seem to be benefiting so it seems fairly wide spread,»
«People looking toward putting money into the banking stocks have taken it out of the resources as opposed to taking it out of things like BCE and Nortel,»
«In the cyclical areas such as GE, we're seeing a recovery come along later, whereas consumer and tech spending came along earlier,»
«With companies like GE we expect earnings to remain strong through next year, where the momentum with tech may begin to slow.»
«Some of the content parts of the media side like Seagram and Thomson seem to be benefiting so it seems fairly wide spread.»
«People looking toward putting money into the banking stocks have taken it out of the resources as opposed to taking it out of things like BCE and Nortel.»
«It's easy because the euro is so visible. And besides, in the tech sector, you can't really blame oil prices.»