I would estimate that in the first half of this year as much as 40 percent of the increase in the total profits of companies came from the weakness in the dollar.

This is a stock that has lost its way, and has lost it for a long period of time. It’s in the process of losing its franchise.

I think the data will be supportive of good, solid employment figures.

The other hurdle that has to be overcome is whether they can maintain their current momentum. The third thing is whether they can innovate.

The recovery is going to be plodding from here. I think the market will close the year higher than where it is now, but it’s not going to an explosion on the way up.

Employment will be solid,

I think between now and the end of the year, the market is going to have a mild upward bias. There is nothing that will come out on the economic front next week that will...

How can they sell something that isn’t doing well? … They’ll get nothing for it.

I go back to late 1979 and 1980, when oil had the last spike in price. Oil stocks ignored that spike. That’s exactly what they are doing right now … This is an indication that...

All of these things are going to converge, forcing strategists to raise estimates for this year and next year. That will make valuations look more reasonable.

Who the [heck] knows where the bottom is. I’ve been going into the market small step by small step for the past few weeks. All I’ve been doing is buying.

There aren’t too many people out there who would settle for getting six percent.

For almost ten years, nobody asked me to structure a dividend-yield portfolio. Now I’m getting calls from a lot of clients asking for one.

Tell me how things are going to move as far as Iraq is concerned and I’ll tell you how the market is going to move. The market is burdened by geopolitical concerns. I’m constructive, but...

I think right now, even those who were once reluctant to admit it, agree that housing has topped out. What will come as a surprise is if the housing starts are really strong, that would...

The stock market is ignoring all of the bad news that is coming out, either corporate or on the economy. There is a debate right now, quarter-or a half-percentage point cut from the Fed. It’s...

I’m tempted by AOL here, but I don’t have it in the fund I manage. The risk level is very high.

We’re going through a correction. Profit margins peaked last year and we don’t see how they can be improved all that much.

What is likely to happen as a result of strength in the economy, I think government revenue will continue to exceed expectations, which means the budget deficit will come down faster. That is a marginal...

The shorts are playing a game,

This figure is significantly lower than had been anticipated – a lot of people were factoring in 250,000 to 300,000 jobs. What we see here is a labor market that is getting tighter by the...

I see the shift occurring, with a grudge. Many areas of the market have become undervalued. They could show decent returns in the next 12 months.

I think the Internet is an industry,

Those who said the Fed has only one or no more increases coming are going to revise their opinions. The Fed is not finished. It probably has one or two more increases from here.

This is nothing new. Investors often let themselves get carried away on what these companies can earn. You have to value them on average earnings, not peak earnings. And we are in the process of...

It’s the largest thrift in the country. It has had an excellent track record in both operations and acquisitions. It is growing at about 12-15 percent and trading at about 6 1/2 times earnings.

If I were chairman of the board, I would turn to Mark and tell him to do exactly what you have been doing a while longer. Improve margins further, keep establishing your credibility on Wall...

The market is still adjusting to lower profits expectations, and beyond that it just can’t make decisions with the world situation being what it is.

The question was not whether Case would leave, but when,

Psychologically, there’s been a turnaround.

Nobody is going to invest facing these impediments.

This is only temporary relief. This standoff with Iraq is going to continue to fray the market, but the market is getting to a point where it’s oversold.