16 Quotes by Dan Veru

What they're doing is very smart. They're consolidating the high-yield bond industry at a cyclical low, when business is not so good now. Coming out of that they'll be the dominant player in the space.

We're in this volatile trading range right now until we see what the Fed's going to do. A quarter-point rate increase is clearly built in (bond yields). You really want to see what further direction the Fed's going to give from that point -- whether this is the first of several rate hikes, which I think would be a negative for the market.

Here's a classic case of a company that's been completely ignored.

I would sell the stocks that have that kind of multinational exposure. It's just like trying to catch a knife in mid-air. We don't know how far down it's going to go.

I think there's a lot of danger in just staying with the largest companies. The perception is that if you only buy the big stocks, they always go up. We've seen historically that that's not the case.

I think even the most skeptical people about the productivity enhancements due to technology have been totally shocked by how it's played out in our economy.

You know, you always learn more in a bear market about what the new leaders are going to be than you will in a bull market. And in the most recent declines, certain segments within technology have held up very well and have shown excellent relative strength. This means that, basically, these stocks are not being dumped on a wholesale basis - they're actually being accumulated.

The outlook looks better as the market looks to the next six, nine months.

We like Quantum. The company's got $350 a share in cash and no debt, and it's generating a lot of cash flow. Storage has gone through a long period of decline, but we're seeing tremendous new demand coming in for storage every day. We think that pricing is going to improve, and these are companies with huge revenue bases where a nominal tick-up in the margin structure leads to tremendous profitability. We've got them earning over $4 (a share) over the next two years; the stock is at $12 right now.