What we really like about the European companies is their ability to expand east.
More Quotes from 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
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
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.
Wendell Perkins
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.
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
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