29 Quotes by Christine Callies

We think there's a lot of value in semiconductors.

We don't see any indication that the Fed would have caused to start talking more tolerantly about monetary policy. And we don't think the bond market has any particular reason to go down to lower yield levels.

There's more gamesmanship in this profit-taking than actual concern. Money managers have now had three years of 20-plus percent equity returns. They know this is rare and they are cashing in.

Sales volumes in the tech sector might be erratic... it's nothing serious, but just not as bullish as people would like,

Bad news can be good news for equities if the bad news causes the Fed to cut aggressively.

It really isn't a beauty contest between big-cap and small-cap stocks that the small caps eventually win,

For instance, I think conglomerates such as Philip Morris (are) a cash cow, ... The stock is doing quite nicely, holding up around near the higher end of the trading level here.

Economic data is going to push the market back and forth.

Tax cuts would probably flow directly into corporate profits. Companies are lean and mean today, compared with where they were ten years ago and if the economy is going to be stimulated by either tax cuts or new spending, I would prefer tax cuts. I would prefer the approach that is more profit friendly so I guess that means I don't prefer Al Gore's approach.