Rick Drake
Rick Drake
cyclical gave high looking returns stocks
If you're looking for growth, you're not going to find it in the cyclical stocks that gave you those high returns in 2003 and 2004.
stocks
I think these stocks will have a pretty good-size correction.
amazing planes
It's amazing how many planes are being ordered.
acquiring cardinal gaining higher increasing margins market products sell
Cardinal is gaining a lot of market share, increasing margins and acquiring proprietary products that they can sell at a higher profit.
china decade meaningful slow
They're going to take everything very slow in China. It's probably going to be a decade before China is meaningful to them.
above far
Fundamentally, Dell is far and above these other companies.
energy feels hype oil prices sector six technology
There's been a lot of hype around oil prices and oil stocks. The energy sector feels a lot like technology did six years ago.