The balance sheet is strong, with lots of cash.

When you make 400 or 500 percent on some of these you can afford to sit there with some stocks that haven’t performed well,

It looks cool. To put 150 hours of video on it, that’s pretty interesting.

If you’ve got a speculative mining stock and it hasn’t made any money yet, you need to worry. If there is a price drop in gold, the companies that have proven that they can make...

Apple has been very good to us, … But I’m not that greedy. I’m content to let others fight over the last 10 to 15 bucks of upside.

The stock has pretty much been flat for the last couple of years, … but the hurt is relative because a lot of airline stocks have gone down the drain.

A company that pays a dividend is likely to be less volatile. You can control your risk.

It seems like it always comes down the Yankees and the Red Sox.

Tech is fickle in terms of product lifecycles and investor infatuation and disgust so we invest in companies that have financial wherewithal to stay in business. If Gateway didn’t have all that cash on the...

With these types of stocks, you have some time for the business to turn around or for management to realize it’s not viable and liquidate the company and disseminate the cash to shareholders or even...

is now significantly above our buy limit.

I think it’s becoming attractively priced, so much so that we would consider buying it at this point, … It has been a lousy performer, but it is a rapid grower historically. It is trading...

The thing that’s scary about Apple is the price target game. People call a $100 target and that’s the reason the stock goes up,

Citigroup is the poster child for valuation, … It has a P/E in the 10-to-11 range. To me that’s extremely attractive.

If you can get a fat dividend yield, too, I think it’s an attractive place to put money for the long term.

When the fund began, there were dozens of technology stocks on our recommended list because of the so-called ‘Asia Contagion,’

We still like the home builders and we like the bubble talk too, … The second we stop hearing about a bubble is when we start to worry.

You would think that investors would go after safer, dividend-yielding companies, but it’s not the case. Everyone’s looking for the next home run.

You ride out the downturn and you’re usually rewarded in the end,

I want to send my handkerchiefs down to George Steinbrenner. I want to put the cover on the coffin of the curse.

I’m not surprised. (The fourth quarter and first quarter) generally are the best quarters of the year, corporate profits were very good, and the economic data was mixed to favorable.

I thought it was emotional when they came in. It’s more so when they leave – it rips your heart out. You don’t how many aren’t coming back.

It’s a way to play the Internet sector,

These companies have tremendous financial ratings, and certainly their dividend is secure. These are slow, stodgy stocks that are going to reward you.

Once it gets through the restructuring, the company should start to resume a decent growth track of 8% to 9%. I think the market will pay up for that.

The key to success in tech is taking some money off the table. The lesson for investors is not to own things in black and white. There’s a happy medium. You can sell some but...

We ended up with Air France because they acquired KLM, and we owned KLM. We still own it because it’s still undervalued and it’s profitable.