Intel already raised their numbers a few weeks ago, so that won't have a big impact on trade, but the employment number could. It's the missing piece in the recovery, ... If you could get something positive from that number, you could see a stock reaction to the upside, or at least a continuation of what you've been seeing. If it's disappointing, you could see some selling. (John Hughes)
The volume's been low the past few sessions, and that tells you there's no enthusiasm, ... People may be expecting that the payrolls number Friday will be good, but they are not willing to bet on it too much yet. So you're seeing this tentative trade. (John Hughes)
We think the worst is behind that. Global Crossing may be a little bit more of an interesting one on a fundamental basis because they're business may be a little bit more exciting, some better opportunities there for growth for them. (John Hughes)
They need to get back on track and focus on what they do well. They have a good, defensible position. Once they get the business back on track then they can consider some of the potential options. (John Hughes)
Hillenbrand Industries does hospital beds and caskets. So it's vertical integration, as we like to say, ... It's one of these forgotten names -- I shouldn't say forgotten, but less-known names. They've done very well in the first quarter. In our personal portfolio, it's been one of our best picks. Again, it's a name that's not a household name. Not many people want to talk about that stuff -- it's not an exciting business -- but it's a stock that's done very well, and is probably going to be a value play, a defensive type play. (John Hughes)