Bob Straus
Bob Straus
believe change expect reasonably
We believe you could reasonably expect 10%. We don't see anything that would change the long-term numbers.
consumer heaviest investors oil prices rise sector shoulders weight
The heaviest weight on the shoulders of investors shying away from the sector is the rise in oil prices potentially crimping consumer spending.
economic investors missed purchase tech time waiting
Some investors are waiting for economic confirmation so they can purchase tech stocks, but by the time you get the confirmation, you've already missed out on most of the rally.
created pessimism short term
Pessimism about the short term has created opportunity.
begun business companies consistent growth internet levels models prove reasonable smaller
A lot of smaller Internet companies have begun to prove their business models and are priced at levels that are more consistent with reasonable growth rates.
months saw sector seven six type value
We don't see the type of value in the sector that we saw six or seven months ago.