Bank One has got one of the best credit card divisions, … The perception of investors is that financial services stocks are affected by interest rates and they’re not.

That tends to point to overreaction,

good growth rate, (although) the stock has been knocked down sharply.

We have been buyers right through here.

When people are frightened, they cut their time horizon dramatically, … Even advisors will say to sell because they see portfolios crumble and they fear people will have nothing left. It’s really not rational, but...

Stay in the stock market, in the oil sector.

The [price-to-earnings ratio] on the S&P and technology stocks in particular is enormously high,

The economics of the auto industry are overwhelming what Bill Ford can do. Are they going to come out of this? I just don’t know.

If you play it out long enough it blows up,

Analysts have always been overly optimistic.

Sullivan took a company that was really scandal ridden, and he has opened it up. On the other hand, will he pull off all sorts of new major products like Greenberg did? It’s really hard...

Whenever you get some kind of natural disaster, the best thing is to stay on the sidelines for the first couple days. We’ll see higher oil prices from here on in. Demand is simply outstripping...

For the last two or three years, the earnings just shot through all the forecasts. We’re still in a strong earnings environment, but at the same time we’re getting somewhat more misses, and that, coming...

There’s a lot of serious charges without a lot of fact. The fact may be there. But we haven’t seen it.

There’s no question that people saw the excitement of the Internet, … how important it would be. There was absolutely no question they caught it right in the late 1990s. But they paid far too...

This win is very helpful on the litigation scene. This is a case that a lot of other states were watching.

I want to take a little bit more time now that the market has closed and take a good look. Is there anything really new here? I really don’t know,

This was the major litigation case they had to get through.

There’s a lot of nervousness with what interest rates are doing, … Financial stocks are up 3 percent one day and down 3 percent the next.

I’m sure weather affects moods, but whether it also affects stock markets is hard to prove. If it’s sunny in New York, how’s it going to affect the guy selling in a real downpour in...