I like the paper group here (especially Bowater). With the weaker dollar, I think paper is going to be a surprising performer here, ... I particularly like the newsprint sectors. I think pricing is a little more advanced in that part of the industry than it is in some of the others.
More Quotes from Robert Morris:
We believe spot oil-to-composite natural-gas ratio will average 8.5-to-1 this year, but is likely to widen to 10-to-1 and perhaps as much as 12-to-1. Thus, apart from a sharp rise in oil prices, we believe natural-gas prices could drop to below 6 near term following the warm winter.Robert Morris
We are opposed to this marina, and any effort to compromise the military security of this nation.
Robert Morris
When composers say that music is a temporal art, I think that's true, but what is most fun in music is when you know that there are connections that are non-temporal. You can compare them with the unfolding of the piece again - you can compare the drama o
Robert Morris
Well, I don't know any piece by heart, but Mozart goes something like this... What do you think?
Robert Morris
All of them are finding the materials to be more expensive, and that puts a squeeze on profits. We are talking about a market that is more price-sensitive today than a year ago, with the interest rates going up.
Robert Morris
I'm not sure that leverage coupled with technology is a natural marriage, ... but certainly technology acquisitions can make sense if the capitalization is appropriate.
Robert Morris
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