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.
More Quotes from Wendell Perkins:
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.Wendell Perkins
I don't see Microsoft ever being considered a high-growth company again.
Wendell Perkins
The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.
Wendell Perkins
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.
Wendell Perkins
What we really like about the European companies is their ability to expand east.
Wendell Perkins
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