43 Quotes by Andrew Neff

We continue to view the stock pullback as a buying opportunity, with Apple's price-to-earnings at 17 times our calendar 2007 operating earnings-per-share estimate.

We think the company has multiple engines of growth coupled with better execution against the goals of diversifying its revenue streams.

The stock's rich multiple requires continued strong upside surprises and estimate increases -- both of which are unlikely to happen near-term as the law of large numbers catches up with the company.

Compaq is No. 1 in the retail segment, they're No. 1 in the high end of the business. In the small-business segment, they don't have the same market share they have elsewhere. The key for Compaq is how well they'll execute.

A year ago, I didn't know what to make of him. But I've been impressed with what I've seen.

This is an industry that needs some consolidation. There are some structural issues that need to be addressed.

This is the continuation of state consolidation in the oil sector.

This is the best possible scenario for Dell.

As we have said before, the investor owns IBM for its consistent earnings and cash flow growth and relatively high degree of earnings predictability.