4 Quotes by Mike Winer

These are all companies with excellent long-term prospects. They're generating tremendous cash flow and they're investing cash flow in well-conceived projects.

A lot of value-type stocks are finally getting recognized. Maybe there's some profit-taking in the high-tech sector, and investors are looking for safe bargains.

They (operating companies) are better financed, better able to grow, and they don't need to continually access external capital to complete acquisition plans.

It went from a terrific value investment to a terrific arbitrage.