Christopher Davis
Christopher Davis
buying change economic high hot momentum people stocks style supported
People that have had a style that typically now is called momentum investing, buying the hot stocks of the day, the high fliers, that aren't supported by the economic fundamentals of the business, should change their style, ... It's not too late.
area areas buy engines great growth investor obvious sensible tech term thinking tremendous wants wonderful
I think that in the high-tech area there were obvious areas of tremendous excess, and yet, of course, it's one of the great growth engines of the economy. Every investor thinking about the long term wants to own growth, but you have to buy it at a sensible price. And in the tech area, there are wonderful concepts, wonderful ideas, great productivity drivers, but still many overpriced issues,
favorite good large offered returns value
It's one of our favorite large value funds, and has offered very good long-term returns with a lot of stability.
beginning capacity expect running
All of those foundries were running at capacity in the beginning of a real upsurge in the semi-conductor cycle, so I would expect it to have some impact,
bonds holds investors stocks taxable vehicles wisdom
Conventional wisdom holds that investors should hold bonds in tax-protected vehicles like IRAs and stocks in their taxable accounts.
finding rogers unusual value
Rogers is finding value in some unusual places.
design faculty good industrial mainly mostly next number plan putting student students studio together trying
The way that we're putting it together is mainly faculty advisors with mostly student leadership. We're going to be trying to find a good number of students in architecture, engineering, industrial design and business, and our plan is to have a studio next quarter.
access anybody believe hot imagine knows wanting
I believe he still knows where they are and may still have access to them somehow, ... They're going to be so hot now I can't imagine anybody wanting them.
change mutual potential sea
It is a potential sea change in mutual funds.
almost fund solely
Also, the fund has become more diversified, where it was once almost solely pharmas and biotechnology.
book books-and-reading department ideas submitted together
We put together this 25-page book of essentially our ideas on how we would go about doing the project, and we submitted that to the Department of Energy.
article involved month news request saw
We got involved because I saw some news article about it on the Internet, about a month after they put out the request for proposals.
colorado ready run
We're ready to give Colorado a real run for their money.