It’s obviously a play on telecommunications, long-distance (and) Internet-related stocks, and it’s doing a lot better than some of the Internet stocks that have softened recently.

Technology’s my favorite sector, as it has been for many months and many quarters,

It’s just so difficult. I don’t have the time to devote to it. You need to do it often to be good at it.

The finance sector has really emerged as my favorite here, edging out technology by a bit. I recommend that people have about a quarter of their stock holdings in finance.

The company delivers essential products and services, … And this is one that should benefit from the new Medicare legislation that is being proposed. You’re going to see another $15 or $20 billion spent on...

They talked about their responsibility to their patients and staff, and the long-term benefits of sustainability. They didn’t have to be sold on it.

Yes, I think it’s going to be a fantastic buy. I think we’re going to pack the whole year’s Super Bowl rate-of-gain, which tend to average 16 percent during the last 18 years, compound annual...

Home Depot didn’t suffer through the higher interest rates in 1990 or all those oil inflation fears and so forth, … And the company is really a very strong company. Their momentum has accelerated so...

It’s normal as the market rallies so strongly that we start seeing a correction and start looking for maybe even a 7 to 10 percent correction ultimately. But I don’t think we’re vulnerable to that...

It’s harder to find the enemy in this kind of war. There’s the fear of terrorist counter-attacks.

It will just be a natural edge for some of the more sophisticated and capable investors to do that. I think it’s also fighting the competition a little, too. There have been a lot of...

It’s in a very strong subgroup and a strong fundamental story, … Semiconductors, in general have been stronger here recently.

Markets are down because of the start of attacks and the fear of counter attacks, which could impact further corporate earnings.

It’s an appropriate example of the new corporate governance since the stock has languished for so long.

We’re in a super bull market and it’s continuing to happen,

Oil prices have rallied very significantly, … Smith International would be a very leveraged and diversified oil service company to play there.

I think bonds are appropriate for anybody that is close to retirement or is already retired and feels like they need that security and that defensiveness, … appropriate diversification for a lot of people. But...

This is a wonderful economy, you’ve got great economic growth.

I’m still super-bullish. I think the market’s in a summer rally, about half along, towards all time highs. I expect minor all-time highs. No change in that view,

Oil prices have rallied very significantly. Smith International would be a very leveraged and diversified oil service company to play there.

There’s a 50 percent chance the Fed is finished and (June’s job number) puts the odds up a notch,

I think the market is going to all-time highs. It’s hard to predict when it will happen, but this is a wonderful economy, you’ve got great economic growth.

It’s held up well against the difficulties of some of the other airlines with some of the fare congestion and the problems with oil prices having been high over the last few months,

I think investors should strongly invested, … They should realize that doom and gloom and all of this talk of recession is typical of major market lows. I think they should realize that the average...

We are looking for opportunities to partner in the community. I think it’s very important for Stanford not to just look within and see patients here. If we can make these partnerships work, we will...

I think [with technology] we had a two-year run that was fantastic and the Internet is off the front burner. It really is in trouble. You look at the top three market caps — AOL,...

I suggest the small investors dig in their heels with this market, not worry too much. The Fed really didn’t cause a significant inflation problem. So far, this inflation pressure has been no worse than...

[Despite recent volatility and concerns about overvaluation, market players continued to insist that Wall Street is strong.] It’s normal as the market rallies so strongly that we start seeing a correction and start looking for...

Some analysts thought the company was off-track in terms of the long-term growth path and so I am not shocked in that respect. It’s an appropriate example of the new corporate governance since the stock...

The Fed rarely surprises the markets, and the consensus of private economists is clearly that the Fed will not do much. We really had slowing data on the economy and slowing inflation pressure. And I’m...

I would simply urge people to not get too distracted by the very, very short term. We all like to talk about the latest development and how it might change everything. But keep your eyes...

I think the technology run is going to continue quite a ways, … [although] we can always have a correction. And indeed, we’ve already had something of a correction. [But] the Internet’s been my favorite...

We need to be researching this. We need to make it available to our patients.

Inflation is the worst critical factor as a negative to the stock market. So once that inflation fear goes away and the Fed hikes are behind us, the stock market should soar and that’s why...

Technology had run up so much that it’s not surprising some of these would come off pretty hard. You can’t minimize the possibility that technology has had a great, huge run and there will be...

Because of the caution that I see right now, I would emphasize some of the more defensive stocks that are the bigger, stronger leaders in their areas; essential products and services; these tend to experience...

It was a little overbought. It’s pausing . . . it’s probably going to make another run at 10,000 in the next couple of days.

I’d stay focused on the idea that the economy will show firmness in the next few months, if not the next few days.

You shouldn’t worry about weakness in corporate earnings as long as it doesn’t turn into a growth recession,

It was a little overbought, … It’s pausing . . . it’s probably going to make another run at 10,000 in the next couple of days.