Peter Doyle
Peter Doyle
allow clients commission decide policies resolution structure switch waiting whether
We are waiting for the resolution of the new commission structure before we decide whether or not to allow our clients to switch from their old policies to new policies.
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A credit card company is really just a computer. There are really few physical limitations to growth.
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The big thing about the Internet is really the distribution capabilities, and a lot of what goes on in the Internet is not about technology. It's really about having a proprietary good or service that you can deliver over the technology. And we're trying to focus on those companies that we think have something proprietary that will likely bring people back repeatedly.
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They own two very fast-growing cable stations: Home and Garden and the Food Network, and their using the Internet to increase advertising and also have some commerce from that,
brands companies
Those companies that have brands and that have something proprietary will do well.
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Our objective, which is to become the leading provider of affordable risk, health, savings and investment solutions to lower income earners, is well within our capabilities given our ongoing commitment to genuine economic empowerment.
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If the metal itself were to double from here, because there's really no supplies in gold stocks, the gold stocks could actually make the technology or Internet stocks of yesterday look like they were standing still So, I think the real issue was the opportunity costs of owning gold in the past, ... That has come away or it's been almost eliminated because the interest rates are so low. So I think every portfolio should have some exposure, not to go crazy, maybe five or six percent, but I think it has a play and I think it still has a lot of legs left.
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A company's fortunes generally don't change over a month's time or so, ... We want them to be able to execute their business strategy, and we give them at least three to five years.
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There was a lot of speculative excess that had to be shaken out of the market. And I think that's what we're seeing here today.
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As more people get on the Internet and they get more savvy and learn how to use it, they'll just go straight to the brands,
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The clearing prices for any financial asset is the level of interest rates, and the Federal Reserve has let its intentions be known that they're going to raise rates. So chances are it's going to be a volatile market.
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All those things combined, it's hard to see where the market's going to move higher,
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All those names on that list actually reflect kind of a margin of safety where even if the investment pieces don't pan out, you're likely to do well or not sustain a permanent erosion of capital. So that's what we've been focusing on,
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It just shows you how risky it can be, ... One company reported pretty good numbers and the market jumped very aggressively on that. I think it's going to be a case-by-case basis.