Ben Holmes
Ben Holmes
Ben Holmeswas an American film director and screenwriter. He directed 56 films and wrote for 35...
gauge life number order price sort terms watch
Semiconductors have sort of come on in terms of the number of filings. Now we have to watch these things price in order to gauge if there's any life in this group.
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Kraft is unbelievable. There isn't a single company that has managed to assemble a portfolio of brand names like Kraft.
along deal
Kraft is the big monster. That's the kind of deal that comes along only once in a while.
became food market recession turned
Kraft is recession proof. When the market turned down, food became very popular.
activity bank banking guys investment losing numbers record setting street
While every other bank on the street was setting record numbers in their investment banking fees, their M&A (merger and acquisition) activity and their brokerage activity, these guys were losing money.
insurance
Willis is a big insurance brokerage and very profitable,
continue deals energy work
We'll continue to see energy deals work well,
deals few spark star
There are a few star deals out there, ... These are a spark to the kindling and that's what we need.
amount increase saw shows surprised tremendous
This shows a tremendous amount of confidence. That's saying: 'We've got (share) orders, buddy.' I wouldn't be surprised if we saw an increase in shares.
driving matter offering percent runs trading
When an offering is priced at $17.50 and runs up 50 percent in a matter of minutes, it's trading forces, not fundamentals, driving it.
bits bottom left looking lower pan popcorn quality
We're really just looking at the lower end of the quality spectrum. For the most part the (deals are) like the little bits of popcorn left at the bottom of the pan - the half-kernels that didn't pop.
complete diversity looking
What's notable, just looking at the list, is the complete diversity in the names. We've got the whole range.
oil sector
If any sector is working right now, it's oil and gas.
expect pop
We expect to see some kind of pop out of these.