Robert Morris Quotes on Business & Commerce (3 Quotes)

The global economy, ... is showing a very good recovery after a very bad two years. We're seeing rising demand across the board. Two of the companies that we like a lot, Duke Energy ( DUK Research , Estimates ) and Dominion Resources ( D Research , Estimates ), are nuclear plays they are also involved now in the natural gas industry, and I think both of these companies are set up to show above-average earnings growth for this group, above-average dividend growth. I think it is a safe place to be in this market.

The real trick on any buyout fund, and technology funds even more so, is balancing the company's leverage level with the use of cash. And in technology companies there tends to be an extremely high use of cash, because you are constantly investing in and developing the technology, which is not true in what I'll call stable old businesses.

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.