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Wendell Perkins quotes

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    I Like this quote I dislike this quote“The valuations of newspaper stocks have become exceptionally attractive because the outlook on these companies has become particularly negative.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“In spite of clear budgetary constraints, there hasn't been any attempt to reign in defense spending.”

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    I Like this quote I dislike this quote“The stocks are not cheap anymore but there aren't many alternatives out there. Good opportunities are hard to find in this market.”

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    I Like this quote I dislike this quote“I don't see Microsoft ever being considered a high-growth company again.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.”

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    I Like this quote I dislike this quote“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.”

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