Wendell Perkins
Wendell Perkins
good market outlook question reasonably recovery revenue run seeing support tech year
We are seeing a real recovery in tech revenue and earnings, and we look at 2004 being a reasonably good year for the economy. The question is: Does the outlook really support the market run and the valuations we put on those companies?
biggest families heads investors issue month single spending stock talking
It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.
limited market upside worried
I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are.
cared cares early high late low nobody prices
In the late 1990s and early 2000 nobody cared how high prices were and how high valuations got. Now, nobody cares how low they go.
bankrupt basically change company huge successful
This company has made a huge change over the years from basically a bankrupt company to a very successful one.
ability companies european expand
What we really like about the European companies is their ability to expand east.
value
We know how to value companies. And we go where the value is.