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.
More Quotes from Todd Campbell:
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.Todd Campbell
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,
Todd Campbell
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.
Todd Campbell
The market feels a little tired. It's been up late at night and it needs to take a little rest.
Todd Campbell
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.
Todd Campbell
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.
Todd Campbell
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