38 Quotes by Todd Campbell

It's hard to get excited. There still could be some downside risk in the 2005 numbers, so I would focus on tech companies that are guiding up,

It's a more sound investing move to wait for companies to prove themselves rather than buying them when they appear to be cheap,

It's an earnings per-share story. The top line is going nowhere because everyone has chicken in their refrigerator and the industry is not really tapping into new markets. But the industry is controlling costs. That's were you create value.

The chip sector is one area where people might be getting overly pessimistic. A lot of damage has already been priced in and if there is any strength in the economy in 2005 these stocks should do well,

Investors have to spend a lot of time thinking about areas of the market that will be insulated from declines in profitability.

In theory, if the dollar gets more expensive, there's less of an incentive for foreign firms to buy U.S. goods.

If you manage your business well, you will manage the effects of currency. It shouldn't come as a surprise that dollar is strengthening. The dollar alone is not going to make or break earnings for a strong multinational.

I am not being an alarmist but these things get really large. They are really intelligent. They can find bird rookeries. And they can remember from year to year where to go back.

I am not being an alarmist but these things get really large, ... They are really intelligent. They can find bird rookeries. And they can remember from year to year where to go back.