34 Quotes by Don Cassidy

The smaller, the better was the watchword in the first quarter. It's a sign that investors are less risk-averse than they have been in a long time.

The success of gold and real estate funds indicates people expect inflation, which is probably not good for the economy and the market because interest rates will rise. And the fact that three-quarters of recent new money has been flowing into world funds, rather than domestic funds, is not a vote of confidence for the U.S. stock market.

People understand real estate because they either own it or live in it. You ride by those apartment building or those office buildings with a plaque from your REIT and say, 'I own those.' It's kind of like owning McDonald's.

This bull market is now entering its fourth year, and it is getting tired. The old leaders of this market -- energy and housing -- seem to be running out of gas.

There wasn't really anywhere to go this quarter. And there's still a lot of caution out there.

It's a tough area to get information on. Even if you call your broker, it's not likely the thing they're best informed on.

It's the same problem in the insurance business. It's driven by a sales culture where you get compensated for volume, so you don't get a compensation scheme based on performance excellence.

It shouldn't be a surprise. A company that consistently raises its distribution is a company that's doing fairly well.

It's my opinion he will get a green card. I'd be very shocked if he didn't.