We think this is a more positive outlook than many on the Street were looking for and should have a positive influence on the stock.
More Quotes from Charles Boucher:
The classic pollution problems of the past are largely gone. Now, we are talking land-use issues. It's a trickier nut to crack.Charles Boucher
The wireless handset market has been correcting for some time now and is showing signs of strength. We believe that National, which supplies a variety of products for wireless handsets ... is also well positioned to benefit. In our view, NSM is one of the most inexpensive stocks in our universe.
Charles Boucher
It appears that Intel's significant shortfall in Europe is company-specific, although the exact cause of the shortfall is still unclear.
Charles Boucher
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