Quotes from the news wire:
You know this company will come back, it's just a matter of timing.
Found on Reuters 4 years ago
Consumer savings have come up, household formation continues to grow faster than the supply of housing, and I think all of those things coming together make for a more stable environment for the publicly traded housing stocks.
Found on Reuters 5 years ago
The risk-reward ratio for housing still looks good, as long as employment and household formation remain strong.
Found on Reuters 5 years ago
You had the market pretty much leaving retail for dead, and that's one place where we are seeing a lot of value.
Found on Reuters 6 years ago
For the most part the tax cuts are already factored in by the market and if you see a company beat estimates by just a penny or two they're not getting rewarded for that, we're looking for areas where there's top-line growth and increased consumption in places you haven't seen that for a while.
Found on Reuters 6 years ago
They have the better mousetrap and if there are additional tariffs to bring its products back then they will be well positioned to pass those costs on.
Found on Reuters 6 years ago
We're focusing on the companies that regardless of the type of inflation - whether it's commodities or trade or something else - can pass on those costs because they have some sort of structural advantage.
Found on Reuters 6 years ago
We want to have a 1 percent or 2 percent position in that stock and we end up with a 25-basis-point position.
Found on Reuters 8 years ago
We go in and we start buying it and within a day or two the stock moves and runs away from us, we want to have a 1 percent or 2 percent position in that stock and we end up with a 25-basis-point position.
Found on Reuters 8 years ago
Expectations have been relatively low and as we go through earnings season, you are definitely seeing those areas - the smaller companies - with the larger earnings beats.
Found on Reuters 8 years ago
Expectations have been relatively low and as we go through earnings season, you are definitely seeing those areas – the smaller companies - with the larger earnings beats.
Found on Reuters 8 years ago
We are trying to pinpoint companies that should see something more than temporary disruptions that will only last one quarter.
Found on Reuters 8 years ago
There are situations where you can find companies that are posting record earnings, (These) stocks are moving up hitting new highs, and they are really not sensitive to what is going on in China.
Found on Reuters 9 years ago
This is an under-the-radar provider of services to an area of the market that doesn't get a lot of attention, but once you win customers they are very sticky.
Found on Reuters 9 years ago
Now with Facebook and digital fundraising, you need technological expertise, even if you're a smaller non-profit.
Found on Reuters 9 years ago
Reforms can really only go so far, and so long as Geo continues to meet targets and raise its dividend, I think it is realistic to see it trading above $50 in the next year or so.
Found on Reuters 9 years ago
There is a lot of uncertainty surrounding reforms, causing prison REITs to trade at a discount to the REITs that aren't tied to government spending, but you've already seen them pull back, meaning that from here there's more upside than downside potential.
Found on Reuters 9 years ago
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