Wendell Perkins Quotes (14 Quotes)

Perkins also thinks that since Wall Street has been relatively bearish on the stock, the slightest bit of good news could boost the company's shares. There doesn't seem to be huge expectations for Apple, ... So any moderate surprise to the upside should have a powerful effect on the stock.

We had a great deal of exposure to China last year but we've been reducing it mainly due to value not being there at the moment.

Right now it's wonderful to celebrate good earnings growth in the first quarter and nice growth in the second quarter, but it's going to get a heck of a lot harder in the third and fourth quarters.

What you've seen out there is nutty. It doesn't make any sense.

When you have stocks that are doubling in value in a few weeks when there's no significant change in fundamentals, that's all you can hope for. It's not worth hanging onto any longer.

This company has made a huge change over the years from basically a bankrupt company to a very successful one.

What we really like about the European companies is their ability to expand east.

I was hoping that there would be a dividend boost. But the company did just put it into place, so maybe the hopes were overly optimistic.

I don't see Microsoft ever being considered a high-growth company again.

The Sony brand remains very powerful. Competitors have managed to hammer away but the brand is still well-known and stands for high quality. They've got to become the company that they used to be, which was highly innovative.

It would suggest to me that they are not experiencing any meaningful improvement in their sales figure. They just can't seem to strike a message that consumers respond to. This is an attempt to bring in fresh thinking to help John turn the company back in the right direction.

A lot of the higher profile names were too expensive for us to begin with. But if you take a long-term view of China, it's a great place to be. We do own some stocks there that are still reasonably good buys.

The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.

In spite of clear budgetary constraints, there hasn't been any attempt to reign in defense spending.