Ben Holmes Quotes (23 Quotes)

Kraft is unbelievable. There isn't a single company that has managed to assemble a portfolio of brand names like Kraft.

They had two price reductions and a size reduction, ... It's like watching a fighter go down and then kicking him a few times.

Align is more of a speculative play, it's a young business and they are nowhere near profitability. But they have a unique product in a large marketplace.

While every other bank on the street was setting record numbers in their investment banking fees, their MA (merger and acquisition) activity and their brokerage activity, these guys were losing money.

Obviously KPMG is an old-line name. It's a really encouraging sign to see it trade to a premium like this. The deals up to now have been really spotty.

Two deals don't make a trend. We have to step back and wait a couple of days.

I would have liked to have seen more of the proceeds go to reducing their debt load.

What's notable, just looking at the list, is the complete diversity in the names. We've got the whole range.

Kraft is the big monster. That's the kind of deal that comes along only once in a while.

India is very suddenly a hot theme in our market. We've seen them explode quickly. But the problem is that they can cool off as fast as they heat up.

This is going to be a tough sale. They're going to have to tap into their book of relationships to get this deal done.

The company is cash hungry.

It takes the position of an instant blue chip. It becomes an institutional darling almost immediately.

Only a surge in pacifism could dislodge Integrated Defense Tech's IPO and the current war in Afghanistan will likely keep that fear in check. Love will probably not rear its head to ruin this deal, ... We are counting on the world keeping its love in check.

A lot of people were left holding the burning carcasses of those companies. We've learned a lot in the last few years. The market has become more selective.

Personally, I think this stinks, ... No one had chance to review this. They owe it to investors on the IPO to have an opportunity to review these details so that they can go forward with the investment.

There were a lot of people putting weight in the IBM decision. But the first company to market with this wins.

Today, investors large and small continue to bank on Web start-ups, with little regard to profitability. Investors continue to ignore quality, ... Rather than looking at a company's earnings, they're still looking at hype and market potential.

It would be difficult to sell it with their most recent period, which is a horrible result. Goldman Sachs is probably saying that this would be a tough story to tell on the road when you have a declining business, when the other investment banks are posting record numbers.

Willis is a big insurance brokerage and very profitable,

It's important to note both of those companies are in consumer products -- burritos and sandals. It's not technology -- not routers, or network hardware, or a cellular company that no one had access to early on.

Semiconductors have sort of come on in terms of the number of filings. Now we have to watch these things price in order to gauge if there's any life in this group.

Newcastle I liked I now hate it. It just looks like this thing is in trouble.