I think it’s an excellent opportunity.

I would say that for the next several weeks, earnings and the earnings outlook probably will be the most important things weighing on us.

This has been one of the strongest starts of the year we’ve had in many years. You shouldn’t expect it to keep on going.

Investors could get in trouble in the search for yields by buying a stock that has a high yield only because the stock price is going down.

One of the things that I like to say about the names that I choose is that the strong will get stronger, … Those are the kinds of companies that we buy in our fund,...

Searching for diversified yields, both in and outside the U.S., is the way to go. Many investors have discovered this.

It’s mid-2005, and we’re having a mid-cycle slowdown, not a recession. The problem is this bull market is old, the Fed is tightening and inflation, though benign, is going in the wrong direction.

Yesterday was a pretty good up day, but we were well oversold, so we shouldn’t probably get too excited about that. This is just the beginning of the heavy earnings results from the third quarter,...

The expectation was that first-quarter earnings and commentary would show us that conditions are bad, but with the exception of a few high-profile disappointments, the commentary has been mild to better.

The performance of dividend-paying stocks has more to do with the fundamentals in their industries.

More companies in the tech sector are instituting and raising dividends. That’s good for investors who are value oriented and realize that a dividend is a piece of a return,