Todd Campbell Quotes (29 Quotes)

Of course, that message seems to be falling on deaf ears with investors. Everyone is building in a perfect world growth story, ... But investors may be overly optimistic about the first quarter.

It's an earnings per-share story. The top line is going nowhere because everyone has chicken in their refrigerator and the industry is not really tapping into new markets. But the industry is controlling costs. That's were you create value.

Even if the Fed raises rates, and I think they will raise 50 to 75 basis points between now and January, you are still talking about dirt cheap rates to borrow.

In theory, if the dollar gets more expensive, there's less of an incentive for foreign firms to buy U.S. goods.

A lot of tech stocks that were 'Steady Eddies' were not subject to hype. They were boring stocks. But those stocks had strong top- and bottom-line growth.

It's a more sound investing move to wait for companies to prove themselves rather than buying them when they appear to be cheap,

If you manage your business well, you will manage the effects of currency. It shouldn't come as a surprise that dollar is strengthening. The dollar alone is not going to make or break earnings for a strong multinational.

Tech earnings are improving, and the reality is that stock prices always move ahead of fundamentals. That's what they do. They are predictive instruments,

Historically, growth in revenue and earnings has been what has driven growth in chip stock prices, ... You may get disconnects for short periods of time. But the semiconductor business still remains strong.

Short interest is so high because people have been successful this year shorting at the upper end of ranges,

Gold has had big moves but overall the outlook still looks favorable. It's an under-owned investment class and there is a lot of political instability that would fuel gold.

The chip sector is one area where people might be getting overly pessimistic. A lot of damage has already been priced in and if there is any strength in the economy in 2005 these stocks should do well,

The greatest mistake that people have made over the past three-to-six months regarding tech stocks is failing to listen to what the market is telling them,

I think people will be supportive of this. It's a matter of health. It's important we're doing it right.

It's a mix of sewage, rot and death. It gets in your pores, under your fingernails.

You know how you're driving along a road in the mountains and you see a sign that says 'Caution Falling Rocks' We're seeing 'Caution Falling Profits.' I'm really nervous about the market.

Legg Mason is one stock you can buy and put away. It generates consistent returns, almost like Bill Miller's fund. If you like his fund, you should buy the stock,

I wouldn't be a brand new buyer of most companies, ... But old money should keep riding the wave. Don't get off the moving bus until it stops.

Anything that lays an egg on the ground or in the ground is at risk. They love eggs.

Without a doubt, poker is driving U.S. tourists to Las Vegas, Atlantic City and river boats. A safer bet, pun intended, is to invest in actual casinos.

These stocks will find their footing, ... The market is trading on emotion and I have a feeling we will get a snap back rally and move up in large cap techs in short order.

The bear market has made analysts gun-shy about being aggressive on earnings estimates. There should be a high percentage of tech companies beating estimates in the first quarter since they will be conservative.

I am not being an alarmist but these things get really large, ... They are really intelligent. They can find bird rookeries. And they can remember from year to year where to go back.

The market feels a little tired. It's been up late at night and it needs to take a little rest.

Investors have to spend a lot of time thinking about areas of the market that will be insulated from declines in profitability.

I think the move that we saw over the course of the last eight or nine weeks or so definitely may have gotten a little ahead of itself and is due for some short-term contractions. Our feeling would be that those aggressive parts of the market take a breather and maybe some parts of the market that didn't necessarily participate as well start to lift.

Without a doubt this is going to be a have and have-not market. You are going to have to be selective in what you buy.

We have a blue-light special on tech stocks in aisle 5. At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices.

Schwab is likely banking on a market recovery and boosts to hedge funds in the mutual fund shakeout, ... And hedge funds trade the three drivers of the economy -- tech, health care and financial -- more actively.