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More - Wendell Perkins Quotes

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. - Wendell Perkins Quotes

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.

Wendell Perkins

China

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. - Wendell Perkins Quotes

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.

Wendell Perkins

The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line. - Wendell Perkins Quotes

The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.

Wendell Perkins

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. - Wendell Perkins Quotes

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.

Wendell Perkins

I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are. - Wendell Perkins Quotes

I'm not worried about earnings, but there may be a limited upside for the market because of where valuations are.

Wendell Perkins

It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants. - Wendell Perkins Quotes

It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.

Wendell Perkins

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

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

Wendell Perkins

Oracle had a nice run and no longer fit our value parameters. - Wendell Perkins Quotes

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

Wendell Perkins

[Perkins also thinks that since Wall Street has been relatively bearish on the stock, the slightest bit of good news could boost the company's shares.] There doesn't seem to be huge expectations for Apple, ... So any moderate surprise to the upside should have a powerful effect on the stock. - Wendell Perkins Quotes

[Perkins also thinks that since Wall Street has been relatively bearish on the stock, the slightest bit of good news could boost the company's shares.] There doesn't seem to be huge expectations for Apple, ... So any moderate surprise to the upside should have a powerful effect on the stock.

Wendell Perkins

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.

Wendell Perkins

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