There is downward pressure on ad revenue. Nobody sees that turning around. Radio companies are just not coming to terms with that.

I believe that we’re going to have to be able to choose your cable company the same way you were able to chose your long-distance [phone] providers. You’ll have more choice of providers and services...

Mills is in a very hot sector, but they have a negative return on capital.

He has not done a good job if you look at the stock performance and the economic performance of the company.

The newspaper business has been in contraction for at least three years. Every facet of their business has moved away from them.

I think you’re going to see more and more consolidation in oil, and there’s nothing that would block them being purchased.

I think the stock ran up based on a cult following of people with unrealistic expectations. Now that she’s in the real world and the TV shows are out, you’re seeing the real results.

I see little upside opportunity in this stock.

These cult fad stocks always end up in disaster.

This is a way for (the chains) to increase their average checks.

The market is presenting the opportunity to them, and they should take advantage of it. Feed the ducks when they’re quacking – sell when they want to buy.

Oracle kind of has the backbone to be in the hosted business, but it isn’t, while Siebel already is.

Back in the day, there was only U.S. Steel. Now, everything is game — nothing is out of reach.

It’s worth $80 to $100 a share, based on their economic earnings power.

They have a lot of Lord & Taylor and Macy’s stores in many of the same locations. It makes a lot of sense [to sell]. They had a lot of overlap. They’re focusing on building...

There’s definitely a big interest in natural resource stocks — metal stocks.