24 Quotes by Wendell Perkins

We had a great deal of exposure to China last year but we've been reducing it mainly due to value not being there at the moment.

We've been steadily climbing the market cap scale.

It would suggest to me that they are not experiencing any meaningful improvement in their sales figure. They just can't seem to strike a message that consumers respond to. This is an attempt to bring in fresh thinking to help John turn the company back in the right direction.

The stocks are not cheap anymore but there aren't many alternatives out there. Good opportunities are hard to find in this market.

The Sony brand remains very powerful. Competitors have managed to hammer away but the brand is still well-known and stands for high quality. They've got to become the company that they used to be, which was highly innovative.

The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.

This company has made a huge change over the years from basically a bankrupt company to a very successful one.

A lot of the higher profile names were too expensive for us to begin with. But if you take a long-term view of China, it's a great place to be. We do own some stocks there that are still reasonably good buys.

There seems to be some real momentum building at Nissan.