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