13 Quotes by David Herro

It's real hard for us to think that it's anywhere near a sell.

It has the most significant port operations on an island nation. I trust the management and will leave it to them, but given the quality of the assets there seems room on the upside.

I continue to think that, as a region, the Pacific Rim looks good. Brazil is still undervalued. Stocks from the U.K. and New Zealand are undervalued.

You'd be hard-pressed to find that somewhere else.