Ron Hill Quotes (44 Quotes)


    You don't strip-search someone for a traffic violation. They made a mistake. They don't want a class-action suit. Other people will come out of the woodwork, on minor charges, saying (police) strip-searched them, too.

    He's a hard worker. I'm sure he'll do fine once he gets going. Not having run a draft room before will be an adjustment, but I hadn't done that either before I did it for the first time. Where he came up from the pro side, I came up from the college side, but he's a bright guy. He'll learn.

    We don't have a lot of good news coming in. We had tremendous earnings in the first quarter. Now we've got this hiatus until we see what the second quarter really does. That could give you a chance to slow down a little bit.

    We couldn't get any takers. As it happened, he just fell to us. A lot of times, the deals you don't do are the best deals.

    The whole thing with the government has not really weighed on this company at all, ... The company has continued to grow itself and sort of change its stripes from a ugly competitor to a more sort of new, friendlier Microsoft.


    The bank stocks are affected by what the Fed does. If the Fed's going to be pushing rates up aggressively, it's going to hard for bank stocks to significantly do better than the market, ... But I think some of the stocks are cheap enough that they're worth at least nibbling on at this point.

    I think if you are short-term trader, the idea is that the summer rally is probably going to be led by technology as we go up here in the near-term. And that means you're going to probably move away from some of the previous leaders. We talked a lot about health care, a lot about energy - some of that money is flowing back to tech right now. But I'm not sure that as we look forward to the third quarter and the fourth quarter, and we grow instead of 7 percent, more like 4 percent, some of those prices are going to come down too. I think you might look for some bargains in health care and energy here, during the sell-off. In technology, I'd look for some big leaders who have a chance to come back.

    The leadership is going to stay with companies that have very strong earnings growth,

    We're not completely satisfied. I don't think we ever will be. There are a lot of questions that we asked that were never answered. My wife and I never believed from Day 1 that this was an accident.

    We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run.

    Gene 'Mr. America' Stanlee was one of my favorites as a younger boy. I think he was one of the best 'showmen' in the business, but I never would bet on him in a 'shoot' even if it was against my Aunt Tillie after we dug her up from the grave. I saw him in a match with Guy LaRose when Guy had to put him over two straight. That was when LaRose was leaving Paul Bowser's office and heading for Chicago where he became 'Hans Schmidt.' Guy didn't like it one but, but did his job. Gene was extremely hot at that time and was selling out wherever he went.

    A more offbeat pick is Hill's selection of tobacco giant Philip Morris, which is entering the latest round of tobacco-related litigation, this time with the Justice Department. But, ... there is very little basis in legal theory from which that suit can even be launched. And this is a company that has better cash flow than 10 of the largest corporations in America combined. They also pay a 5 percent dividend year over year.

    They have not been attractive stocks to own this year because they've had trouble growing revenues, ... But now, all of a sudden, that nice steady growth in earnings -- coupled with the fact that because of the weaker dollar, their translated earnings from international sales are going to be much stronger -- (means) these companies are looking very attractive.

    I think you know you can find some interesting areas. And I've been trying to figure out - you know, the race doesn't go to either the tortoise or the hare right here, but maybe to the ants, the guys who sort of work hard all the time, and grow steadily,

    See We've watched we took that little insurance. You didn't like it, but we took it back away.

    Maybe in the packaging area -- as we make things, we have to ship them -- Sealed Air, which is a company that I actually own myself, which makes bubble packing,

    That's another thing that helps these companies do well in this time period,

    They've had a little bit of a workout today. We've been here every year, and we'll be here again next year.

    I think these companies (are) starting to get more interested in mainframes and security again, and for one-stop shopping, Computer Associates offers a little bit of all these things in one place, ... So, I think the earnings movement is just now coming back to this company.

    I've spoken last night and today to four clubs who are interested and I'd be surprised if we don't get him fixed up. The issue is the 20-20 rule, where people have funds left under the salary cap but they already have 20 players earning 20,000.

    This is very good news for the technical side of the market. It means there's still enough money to float everything. It's not just the big-cap stocks, although I still think they remain the leaders.

    They're on the right track for subscriber growth, ... But more importantly, they're starting to focus now on getting more money out of each subscriber. So one of the tricky things will be to get people to stop focusing purely on subscriber growth and start thinking more about revenue per subscriber. They've got their own sort of gathering area for shopping for e-commerce, for Christmas time. Remember e-commerce season starts now with back-to-school and peaks with Christmas. This is going to be a time of a lot of excitement in the Internet space and we think AOL is well positioned to take advantage of that.

    He knows the league. He's been around the league for 12 years. That's a quality I think counts for something. He's been around some good programs. You look at the success of those teams, he's had his fingerprints on them. I think he's a good hire for the Vikings.

    This process gave the students the real-world experience of applying for a job. The panel not only talked with the students, but received teacher input as well.

    I think next year is going to be a reasonably good year. When the Fed starts lowering rates, even though profit growth will be really poor, often some of the best gains in stocks come when earnings are doing poorly, because you're getting a lift from price-to-earnings ratios rising.

    Get going. Get up and walk if you have to, but finish the damned race.

    This is a time when you really start to favor industrial conglomerates overall, so if news would turn on GE and Tyco International, that could even be interesting because they're all out there in the same group. But right now 3M actually has the best fundamentals and so that's why we highlight that one,

    Obviously, the tech wreck has some effect on the consumer because the slowdown has affected (spending), ... The Fed has less work than we had thought before.

    There are still a number of options on both sides of the water.

    We have had really spectacular profit reports, by and large, from most companies so far in this quarter. I think retail will be a disappointment, going forward. But, up until now, without any retailers, we've had a nice run. But people have been saying, you know, first of all, the growth rate has slowed from the first quarter to the second, and then the projections are that they will continue to slow down in the third and fourth quarters - we're coming up against really tough comparisons. And I think you know as people look to sort of the slowing of the growth rates, they begin to worry about valuations.

    The markets continue to mark time. Every day we get worries about inflationary pressures and interest rate pressures. Stocks have a hard time rising, but the reasons to rise are still coming through with strong earnings gains.

    The thought was maybe we'd get some snow. I don't think we've had much more than a half-inch since then.

    There are certain areas (of the markets) that are obviously going to be dramatically affected with a Gore or a Bush victory,

    Businesses have been investing at a record pace in productivity enhancing equipment. If you have free cash flow beyond your investment needs, then how do you increase value to shareholders

    I think that there are a lot of times when people try to create artificial boundaries between who they are in their private, professional, intellectual and spiritual lives. Those artificial boundaries don't need to exist. We bring all of that to every experience, whether we allow it to come through or not,

    I've never prayed so hard in my life. I couldn't watch TV anymore. I felt so sorry for those people.

    It's giving an encouraging sign that an economic turnaround is around the corner. Sales and profit growth can't be too far behind.

    We've been raising rates in this country since about June of last year, so we've had over a year's worth of rate increases starting to flow into the market. That has slowly, but surely, drained liquidity out of the overall financial system in America. So money supply growth has been below nominal GDP growth now for a number of months. So what's happening is slowly, but surely, there's just not enough money out there available to make everything go up all at the same time. So that's why rallies fail sooner than you expect, and why you know people get punished more for bad news than they get rewarded for good news,

    a very good example of a company that cares deeply about their community.

    Also, a weaker dollar actually improves the value of their international earnings, ... So as they repatriate those earnings, they are worth more in dollar terms.

    Everything's playing into the idea that the stress in the economy is beginning to ease. The Fed will take that bias away from inflation and make their risk assessment more balanced between inflation and growth. I think in all of the major indexes the bottoms have sort of been made here in October, and now we're ready to advance. I don't think it's a huge advance...trends are definitely in the investors' favor.

    The classic response is that you have pent up selling. People get nervous, uncertainty brings prices down as it normally does,

    We've had one preliminary move in technology, which was an anticipation of (Computer Associates') earnings, the second move is once the earnings have turned and begin to run ahead of the rest of the markets,

    These companies have very steady earnings growth, and they are servicing the Internet in substantial ways, the result of which is often bigger revenues bigger than a lot of the dot.com companies on Internet-related activities.


    More Ron Hill Quotations (Based on Topics)


    Time - America - Leading & Managing - Computers & Technology - Leadership - Sales - People - Media & News - Idea - Business & Commerce - Success - Internet - Running - Chance - Health - Quality - Experience - Value - Thought & Thinking - View All Ron Hill Quotations

    Related Authors


    - - - - - - - - - - - - - - - - - - - - - - - - - -


Authors (by First Name)

A - B - C - D - E - F - G - H - I - J - K - L - M
N - O - P - Q - R - S - T - U - V - W - X - Y - Z

Other Inspiring Sections