24 Quotes by Wendell Perkins

We are seeing a real recovery in tech revenue and earnings, and we look at 2004 being a reasonably good year for the economy. The question is: Does the outlook really support the market run and the valuations we put on those companies?

We know how to value companies. And we go where the value is.

What we really like about the European companies is their ability to expand east.

Right now it's wonderful to celebrate good earnings growth in the first quarter and nice growth in the second quarter, but it's going to get a heck of a lot harder in the third and fourth quarters.

If we have significant refinery capacity problems due to Katrina, that certainly puts more upward pressure on gas prices, which in turn I think has to affect restaurant demand.

Oracle had a nice run and no longer fit our value parameters.

I was hoping that there would be a dividend boost. But the company did just put it into place, so maybe the hopes were overly optimistic.

What you've seen out there is nutty. It doesn't make any sense.

When you have stocks that are doubling in value in a few weeks when there's no significant change in fundamentals, that's all you can hope for. It's not worth hanging onto any longer.