Peter Doyle Quotes (21 Quotes)

It's still going to take some time for us to work through what's been testing the markets for months before we can safely say we've hit a bottom and are set to move higher.

There's going to be pockets of technology that do incredibly well, ... But the valuation is still being the core of the very large companies are quite high, especially if they're really cyclical in nature.

It just shows you how risky it can be, ... One company reported pretty good numbers and the market jumped very aggressively on that. I think it's going to be a case-by-case basis.

A credit card company is really just a computer. There are really few physical limitations to growth.

The big thing about the Internet is really the distribution capabilities, and a lot of what goes on in the Internet is not about technology. It's really about having a proprietary good or service that you can deliver over the technology. And we're trying to focus on those companies that we think have something proprietary that will likely bring people back repeatedly.

RX is a highly profitable company that's going to earn 300 million in net income, ... It has a 93 percent market share globally. It has a pristine balance sheet, and the company is also buying back their shares aggressively.

Doyle's second selection is Fidelity National Corp. Basically when anyone buys a home they need to get title insurance. And this company is the dominant player in that business, ... And it is kind of what I consider printing money. It trades at about seven or eight times earnings. I think a lot of people doing refinancing and a lot of business being generated.

A company's fortunes generally don't change over a month's time or so, ... We want them to be able to execute their business strategy, and we give them at least three to five years.

There was a lot of speculative excess that had to be shaken out of the market. And I think that's what we're seeing here today.

We had plans in place to expand the management team and he felt he needed to do something on his own,

All those names on that list actually reflect kind of a margin of safety where even if the investment pieces don't pan out, you're likely to do well or not sustain a permanent erosion of capital. So that's what we've been focusing on,

If the metal itself were to double from here, because there's really no supplies in gold stocks, the gold stocks could actually make the technology or Internet stocks of yesterday look like they were standing still So, I think the real issue was the opportunity costs of owning gold in the past, ... That has come away or it's been almost eliminated because the interest rates are so low. So I think every portfolio should have some exposure, not to go crazy, maybe five or six percent, but I think it has a play and I think it still has a lot of legs left.

is likely to occur globally and this company has the media or the content that's going to be distributed and it trades at a discount to its net asset value.

There had to be a different way of recognising and paying commissions, and now the life companies will be taking the risk of policy continuation by funding commission streams,

We own a lot of content companies, companies like Walt Disney ( DIS Research , Estimates ).

Our objective, which is to become the leading provider of affordable risk, health, savings and investment solutions to lower income earners, is well within our capabilities given our ongoing commitment to genuine economic empowerment.

As more people get on the Internet and they get more savvy and learn how to use it, they'll just go straight to the brands,

They own two very fast-growing cable stations Home and Garden and the Food Network, and their using the Internet to increase advertising and also have some commerce from that,

The clearing prices for any financial asset is the level of interest rates, and the Federal Reserve has let its intentions be known that they're going to raise rates. So chances are it's going to be a volatile market.

Either a business has good economics or it doesn't. If it's not going to be good for a three-month period, it won't be good for a long period of time, and vice-versa.

Operational efficiencies resulting from management interventions over several years, in terms of improved cost management, better quality of new business, more focused premium collection and more competitive investment performance in particular, are largely responsible for this incremental value-add for stakeholders,